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CRM ⇄ ERP

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

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

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Why teams connect DealCloud and Dynamics 365 F&O

Close the gap between front office and back office: DealCloud and Dynamics 365 F&O share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Dynamics 365 F&O 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 Activity, Task, User, Deal in DealCloud with General Journal Entries, On-hand Inventory, Customers, Vendors in Dynamics 365 F&O 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • 04 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.

Common sync patterns

Where Dynamics 365 F&O is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 F&O shows on the account in DealCloud, 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.

Where Dynamics 365 F&O manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Dynamics 365 F&O stay current in DealCloud.

What you can sync between DealCloud 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.

DealCloud objects Dynamics 365 F&O objects How this pairing syncs
User Synced with incremental and full sync. Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. User is specific to DealCloud and Purchase Orders to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Deal is specific to DealCloud and Customer Invoices to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Vendor Invoices AP documents; synced with invoice automation systems. Company is specific to DealCloud and Vendor Invoices to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Contact is specific to DealCloud and General Journal Entries to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Fund is specific to DealCloud and On-hand Inventory to Dynamics 365 F&O — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Investment is specific to DealCloud and Customers to Dynamics 365 F&O — each maps to any object or custom field on the other side.

How changes propagate between DealCloud 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.

DealCloud Dynamics 365 F&O Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

Dynamics 365 F&O DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Dynamics 365 F&O: OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
What ships with DealCloud ⇄ Dynamics 365 F&O

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

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

Real-time

Two-way sync

Changes in DealCloud 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 DealCloud 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 DealCloud or Dynamics 365 F&O record.

Observability

Monitoring

Track your DealCloud ⇄ 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 DealCloud and Dynamics 365 F&O.

How the DealCloud and Dynamics 365 F&O connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

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

    Choose tables

    Pick the DealCloud 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 · DealCloud ⇄ 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
    DealCloud Dynamics 365 F&O
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

DealCloud 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.

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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 392 integrations available for DealCloud and Dynamics 365 F&O.

Popular · 8 of 392
All DealCloud integrations All Dynamics 365 F&O integrations Browse all integrations
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