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ERP ⇄ Business productivity

Brightpearl to Microsoft Dynamics 365 integration — real-time, two-way sync

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Brightpearl and Microsoft Dynamics 365

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft Dynamics 365 and Brightpearl.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft Dynamics 365 is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 with Sales orders, Purchase orders, Contacts, Inventory and warehouses in Brightpearl bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Sync cases with external ticketing or product systems so support works one queue.
  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Mirror inventory levels from Brightpearl into a database that feeds availability to storefronts and marketplaces.
  • Push invoices and payments into an accounting platform for reconciliation.

Where Microsoft Dynamics 365 faces customers and Brightpearl carries account records

Order, invoice, or account status from Brightpearl appears alongside the customer in Microsoft Dynamics 365, so front-line teams answer from live data.

Where Microsoft Dynamics 365 collects payments: transactions post through

Payment events sync into Brightpearl as they occur, keeping the enterprise records current without manual entry.

Where Brightpearl is the HR or people system of record

Worker and organization data from Brightpearl stays current in Microsoft Dynamics 365, so the tools people use daily reflect the org as it actually is.

What you can sync between Brightpearl and Microsoft Dynamics 365

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.

Brightpearl objects Microsoft Dynamics 365 objects
Products SKU records with variants and price lists, synced with e-commerce and ERP catalogs. Contacts Person records kept consistent with marketing, support, and data-warehouse copies.
Sales orders Orders from all channels; the central object for fulfillment and revenue syncs. Leads Inbound records enriched and routed from external sources into sales queues.
Purchase orders Supplier orders synced with procurement or accounting systems. Opportunities Pipeline records synced with forecasting, CPQ, and billing systems.
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Cases (Incidents) Support records shared with ticketing tools and product databases.
Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. Products Catalog records aligned with ERP item masters.
What ships with Brightpearl ⇄ Microsoft Dynamics 365

Connect Brightpearl and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Brightpearl–Microsoft Dynamics 365 connection.

Real-time

Two-way sync

Changes in Brightpearl or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Brightpearl or Microsoft Dynamics 365 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 Brightpearl or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your Brightpearl ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Brightpearl and Microsoft Dynamics 365.

How the Brightpearl and Microsoft Dynamics 365 connectors work

Brightpearl

Integration surface
REST API, organized into services (order, product, contact, warehouse, accounting)
Authentication
OAuth 2.0 (authorization code grant) for current apps; legacy private and public apps authenticate with app reference and account token headers
Change detection
Webhooks for object created/updated events, with resource search polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide
How it works

How to connect Brightpearl to Microsoft Dynamics 365 — 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 Brightpearl and Microsoft Dynamics 365 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
    Brightpearl connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Brightpearl and Microsoft Dynamics 365 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 · Brightpearl ⇄ Microsoft Dynamics 365
    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
    Brightpearl Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Brightpearl and Microsoft Dynamics 365 integration FAQ

SECURITY

Security teams love 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.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Brightpearl and Microsoft Dynamics 365.

Popular · 8 of 386
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