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CRM ⇄ ERP

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

Keep DealCloud 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.

  • 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 DealCloud and Dynamics 365 Business Central

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

DealCloud 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 Relationship, Activity, Task, User in DealCloud with Sales Invoices, Purchase Orders, General Ledger Entries, Journals 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 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 manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Dynamics 365 Business Central stay current in DealCloud.

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

A deal won in DealCloud 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 DealCloud, so reps see balances before promising the next order.

What you can sync between DealCloud 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.

DealCloud objects Dynamics 365 Business Central objects How this pairing syncs
Activity Synced with incremental and full sync. Vendors Supplier master data synced with procurement and AP automation tools. Activity is specific to DealCloud and Vendors to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Items Product and inventory records aligned with e-commerce and warehouse systems. Task is specific to DealCloud and Items to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Sales Orders Order headers and lines created from external channels and read back for fulfillment status. User is specific to DealCloud and Sales Orders to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Sales Invoices Billing documents synced to CRMs and payment platforms. Deal is specific to DealCloud and Sales Invoices to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Purchase Orders Procurement documents exchanged with supplier-facing systems. Company is specific to DealCloud and Purchase Orders to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable. Contact is specific to DealCloud 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 DealCloud 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.

DealCloud Dynamics 365 Business Central 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 Business Central through its API, with automatic retries and rate-limit backoff.

Dynamics 365 Business Central DealCloud 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 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.
What ships with DealCloud ⇄ Dynamics 365 Business Central

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

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

Real-time

Two-way sync

Changes in DealCloud 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 DealCloud 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 DealCloud or Dynamics 365 Business Central record.

Observability

Monitoring

Track your DealCloud ⇄ 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 DealCloud and Dynamics 365 Business Central.

How the DealCloud and Dynamics 365 Business Central 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 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 DealCloud 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 DealCloud 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
    DealCloud connected
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

DealCloud 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.

Learn more about security
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:

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 Business Central.

Popular · 8 of 392
All DealCloud integrations All Dynamics 365 Business Central integrations Browse all integrations
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