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AI ⇄ ERP

Autopilot to Dynamics 365 F&O integration — real-time, two-way sync

Keep Autopilot and Dynamics 365 F&O in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Autopilot and Dynamics 365 F&O

Ground Autopilot on the customers, suppliers, items, and transactions that live in Dynamics 365 F&O, and write the classifications, scores, and extracted fields Autopilot produces back onto those records in real time.

An AI system does not keep customers, orders, or invoices the way an ERP does. What it keeps is derived: the vectors and metadata in a store, or the classifications, extracted fields, and generated text a model produces over records it was handed. Dynamics 365 F&O is where those source records actually live, across finance, operations, procurement, and inventory, and that data usually stays behind a strict API with many record types. Whatever Autopilot produces, whether a category, a risk flag, an extracted value, or an embedding, only earns its keep when it lands back on the record in Dynamics 365 F&O where the business is run.

Stacksync connects Custom Fields, Smart Segments, Journeys (Triggers), Activities in Autopilot with Purchase Orders, Customer Invoices, Vendor Invoices, General Journal Entries in Dynamics 365 F&O and keeps the two sides in sync in real time. Purchase Orders, Customer Invoices, Vendor Invoices, General Journal Entries from Dynamics 365 F&O replicate into Autopilot continuously, so retrieval, classification, and reasoning run against current ERP records instead of last night's extract, and the fields Autopilot generates sync back onto the matching record in Dynamics 365 F&O. Mapping is field-level, matching is on identifiers you choose, and Stacksync handles the ERP's API limits and schema drift, so there is no extraction pipeline to build or babysit.

Because every AI-side item carries the key of the record it came from, results always resolve to the right customer, supplier, or transaction. Autopilot reasons over the business as it actually is within seconds of a change, and the people running operations act on model output where they already work, without exporting a file or logging into a second system.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 03 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • 04 Distribute product and price master data from F&O to downstream channels through a synced database.

Common sync patterns

ERP records as live context

Customers, suppliers, items, and transactions from Dynamics 365 F&O replicate into Autopilot as they change, so search, retrieval, and reasoning run against current records rather than a periodic extract.

Derived fields back on the record

Categories, scores, or extracted values produced in Autopilot sync onto the matching record in Dynamics 365 F&O, where operations and finance teams see and act on them without leaving the ERP.

Continuous freshness, no reload

As records are created or corrected in Dynamics 365 F&O, the copy held in Autopilot updates within seconds, so the model side never reasons over stale ERP data.

What you can sync between Autopilot and Dynamics 365 F&O

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Autopilot objects Dynamics 365 F&O objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Vendor Invoices AP documents; synced with invoice automation systems. Contacts is specific to Autopilot and Vendor Invoices to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Lists is specific to Autopilot and General Journal Entries to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Custom Fields is specific to Autopilot and On-hand Inventory to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Smart Segments is specific to Autopilot and Customers to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Vendors Supplier master records; synced with procurement and AP tools. Journeys (Triggers) is specific to Autopilot and Vendors to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Released Products Sellable product master; read out to commerce channels and CRM catalogs. Activities is specific to Autopilot and Released Products to Dynamics 365 F&O — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Dynamics 365 F&O

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Autopilot Dynamics 365 F&O Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Dynamics 365 F&O through its API, with automatic retries and rate-limit backoff.

Dynamics 365 F&O Autopilot Sub-second propagation

DetectionDynamics 365 F&O pushes changes as they happen — webhook events backed by change data capture. Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • Dynamics 365 F&O: OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
What ships with Autopilot ⇄ Dynamics 365 F&O

Connect Autopilot and Dynamics 365 F&O for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Dynamics 365 F&O connection.

Real-time

Two-way sync

Changes in Autopilot or Dynamics 365 F&O instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Dynamics 365 F&O data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Autopilot or Dynamics 365 F&O record.

Observability

Monitoring

Track your Autopilot ⇄ Dynamics 365 F&O sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and Dynamics 365 F&O.

How the Autopilot and Dynamics 365 F&O connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

Dynamics 365 F&O

Integration surface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable
Capabilities
read · write · CDC · webhooks
Rate limits
OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
Dynamics 365 F&O setup guide
How it works

How to connect Autopilot to Dynamics 365 F&O — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Autopilot and Dynamics 365 F&O with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    Dynamics 365 F&O connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Dynamics 365 F&O objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ Dynamics 365 F&O
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot Dynamics 365 F&O
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Dynamics 365 F&O integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 387 integrations available for Autopilot and Dynamics 365 F&O.

Popular · 7 of 387
All Autopilot integrations All Dynamics 365 F&O integrations Browse all integrations
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