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CRM ⇄ ERP

Chorusai to Dynamics 365 Business Central integration — real-time, two-way sync

Keep Chorusai and Dynamics 365 Business Central 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 Chorusai and Dynamics 365 Business Central

Close the gap between front office and back office: Chorusai and Dynamics 365 Business Central share customers and status in real time, in both directions.

Chorusai holds the customer relationship; Dynamics 365 Business Central 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 Scorecards, Moments, Playlists, Engagements in Chorusai with Dimensions, Payments, Customers, Vendors in Dynamics 365 Business Central 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

  • 01 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.
  • 02 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
  • 03 Mirror items and inventory levels into external channels so stock data stays current outside the ERP.
  • 04 Replicate GL entries and dimensions into a SQL database for financial reporting without giving analysts ERP logins.

Common sync patterns

Where Dynamics 365 Business Central handles order-to-cash: closed-won flows through

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

Where Dynamics 365 Business Central is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 Business Central shows on the account in Chorusai, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Chorusai and Dynamics 365 Business Central

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.

Chorusai objects Dynamics 365 Business Central objects How this pairing syncs
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Vendors Supplier master data synced with procurement and AP automation tools. Moments is specific to Chorusai and Vendors to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Items Product and inventory records aligned with e-commerce and warehouse systems. Playlists is specific to Chorusai and Items to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Sales Orders Order headers and lines created from external channels and read back for fulfillment status. Engagements is specific to Chorusai and Sales Orders to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Sales Invoices Billing documents synced to CRMs and payment platforms. Recordings (Conversations) is specific to Chorusai and Sales Invoices to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Purchase Orders Procurement documents exchanged with supplier-facing systems. Users is specific to Chorusai and Purchase Orders to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable. Trackers is specific to Chorusai and General Ledger Entries to Dynamics 365 Business Central — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Dynamics 365 Business Central

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.

Chorusai Dynamics 365 Business Central Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

Dynamics 365 Business Central Chorusai Sub-second propagation

DetectionDynamics 365 Business Central notifies Stacksync of record changes through webhook events. API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime.

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Chorusai ⇄ Dynamics 365 Business Central

Connect Chorusai and Dynamics 365 Business Central for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chorusai–Dynamics 365 Business Central connection.

Real-time

Two-way sync

Changes in Chorusai or Dynamics 365 Business Central instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Dynamics 365 Business Central 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 Chorusai or Dynamics 365 Business Central record.

Observability

Monitoring

Track your Chorusai ⇄ Dynamics 365 Business Central sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and Dynamics 365 Business Central.

How the Chorusai and Dynamics 365 Business Central connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect Chorusai to Dynamics 365 Business Central — 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 Chorusai and Dynamics 365 Business Central 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
    Chorusai connected
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai and Dynamics 365 Business Central 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 · Chorusai ⇄ Dynamics 365 Business Central
    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
    Chorusai Dynamics 365 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai and Dynamics 365 Business Central 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.

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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 530 integrations available for Chorusai and Dynamics 365 Business Central.

Popular · 7 of 530
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