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ERP ⇄ CRM

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

Keep Brightpearl and Microsoft Dynamics 365 Sales 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 Sales

Close the gap between front office and back office: Microsoft Dynamics 365 Sales and Brightpearl share customers and status in real time, in both directions.

Microsoft Dynamics 365 Sales holds the customer relationship; Brightpearl runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales with Invoices and payments, Custom fields, Products, Sales orders in Brightpearl field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • 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 Brightpearl manages people and org data: keep Microsoft Dynamics 365 Sales aligned

Owners, territories, and org structure informed by Brightpearl stay current in Microsoft Dynamics 365 Sales.

Where Brightpearl handles order-to-cash: closed-won flows through

A deal won in Microsoft Dynamics 365 Sales creates or updates the customer in Brightpearl with clean data, so fulfillment and invoicing start without re-entry.

Where Brightpearl is the finance system of record: money status on the account

Invoice and payment state from Brightpearl shows on the account in Microsoft Dynamics 365 Sales, so reps see balances before promising the next order.

What you can sync between Brightpearl and Microsoft Dynamics 365 Sales

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 Sales objects
Custom fields Per-object custom attributes included in field mappings. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Products SKU records with variants and price lists, synced with e-commerce and ERP catalogs. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
Sales orders Orders from all channels; the central object for fulfillment and revenue syncs. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Purchase orders Supplier orders synced with procurement or accounting systems. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
What ships with Brightpearl ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

Changes in Brightpearl or Microsoft Dynamics 365 Sales 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 Sales 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 Sales record.

Observability

Monitoring

Track your Brightpearl ⇄ Microsoft Dynamics 365 Sales 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 Sales.

How the Brightpearl and Microsoft Dynamics 365 Sales 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 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works

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

    Choose tables

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

Brightpearl and Microsoft Dynamics 365 Sales 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 Sales.

Popular · 8 of 386
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