Real-time
Two-way sync
Changes in Dynamics 365 F&O or Egnyte instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Storage
Dynamics 365 F&O to Egnyte integration — real-time, two-way sync
Keep Dynamics 365 F&O and Egnyte 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 Dynamics 365 F&O and Egnyte
Move the documents and data that Dynamics 365 F&O produces into Egnyte as files, and let files stored in Egnyte update the records they belong to in Dynamics 365 F&O, continuously and without exports or manual filing.
Dynamics 365 F&O runs the business on structured records: Sales Orders, Purchase Orders, Customer Invoices, Vendor Invoices. Egnyte holds files and the metadata that describes them: Metadata, Events and Audit reports, Files, Folders. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Dynamics 365 F&O touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Egnyte, from signed contracts to vendor bills to receipts, describe a transaction Dynamics 365 F&O needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.
Stacksync keeps Sales Orders, Purchase Orders, Customer Invoices, Vendor Invoices in Dynamics 365 F&O and Metadata, Events and Audit reports, Files, Folders in Egnyte in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Egnyte already labeled and filed, and metadata captured against a stored file can create or update the matching record in Dynamics 365 F&O. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.
The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Dynamics 365 F&O and the file in Egnyte never describe two different versions of the same document.
Common use cases
- 01 Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
- 02 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
- 03 Mirror folder Permissions from a directory or access-management system so entitlements stay consistent across teams.
- 04 Stream Egnyte audit Events (file, login, permission, and Link changes) into a warehouse or SIEM for compliance and governance reporting.
Common sync patterns
Where Egnyte captures inbound files: details reach the record
A contract, vendor bill, or receipt added to Egnyte with its details can create or update the matching record in Dynamics 365 F&O, so a document captured outside the finance system still reaches the books.
An archive that stays current
As records change in Dynamics 365 F&O, the corresponding files and metadata in Egnyte are kept in step, so a stored document reflects the latest version rather than a stale one-time export.
Audit-ready retention
Every transaction's supporting file lives in Egnyte beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Dynamics 365 F&O.
What you can sync between Dynamics 365 F&O and Egnyte
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.
| Dynamics 365 F&O objects | Egnyte objects | How this pairing syncs | |
|---|---|---|---|
| Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. | Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. | Purchase Orders is specific to Dynamics 365 F&O and Files to Egnyte — each maps to any object or custom field on the other side. | |
| Customer Invoices AR billing documents; status synced back to CRM and customer success tools. | Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. | Customer Invoices is specific to Dynamics 365 F&O and Folders to Egnyte — each maps to any object or custom field on the other side. | |
| Vendor Invoices AP documents; synced with invoice automation systems. | Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. | Vendor Invoices is specific to Dynamics 365 F&O and Users to Egnyte — each maps to any object or custom field on the other side. | |
| General Journal Entries GL postings; read-only extracts for consolidated finance reporting. | Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. | General Journal Entries is specific to Dynamics 365 F&O and Groups to Egnyte — each maps to any object or custom field on the other side. | |
| On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. | Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. | On-hand Inventory is specific to Dynamics 365 F&O and Permissions to Egnyte — each maps to any object or custom field on the other side. | |
| Customers Customer master records; kept aligned with CRM accounts in two-way syncs. | Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. | Customers is specific to Dynamics 365 F&O and Links to Egnyte — each maps to any object or custom field on the other side. |
How changes propagate between Dynamics 365 F&O and Egnyte
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.
Dynamics 365 F&O Egnyte 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 Egnyte through its API, with automatic retries and rate-limit backoff.
Egnyte Dynamics 365 F&O Sub-second propagation
DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.
DeliveryEach detected change is written to Dynamics 365 F&O through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Dynamics 365 F&O: OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
- Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Dynamics 365 F&O ⇄ Egnyte
Connect Dynamics 365 F&O and Egnyte for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Egnyte connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Dynamics 365 F&O or Egnyte 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 Dynamics 365 F&O or Egnyte record.
Observability
Monitoring
Track your Dynamics 365 F&O ⇄ Egnyte sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Dynamics 365 F&O and Egnyte.
How the Dynamics 365 F&O and Egnyte connectors work
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.
Egnyte
- Integration surface
- REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
- Authentication
- OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
- Change detection
- Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
- Capabilities
- read · write · webhooks
- Rate limits
- Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request
How it works
How to connect Dynamics 365 F&O to Egnyte — 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.
- 01
Connect your apps
Authenticate Dynamics 365 F&O and Egnyte with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Dynamics 365 F&O
connected
Egnyte
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Dynamics 365 F&O and Egnyte 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.
objects · Dynamics 365 F&O ⇄ EgnyteCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Dynamics 365 F&O EgnyteCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Dynamics 365 F&O and Egnyte integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and Egnyte: authenticate both systems, choose the objects to sync (such as Dynamics 365 F&O's Purchase Orders and Customer Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Dynamics 365 F&O side: Sales Orders, Purchase Orders, Customer Invoices, Vendor Invoices, plus custom fields where Dynamics 365 F&O exposes them. On the Egnyte side: Metadata, Events and Audit reports, Files, Folders. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Dynamics 365 F&O and Egnyte: Where Egnyte captures inbound files: details reach the record; An archive that stays current; Audit-ready retention. A contract, vendor bill, or receipt added to Egnyte with its details can create or update the matching record in Dynamics 365 F&O, so a document captured outside the finance system still reaches the books.
-
Dynamics 365 F&O: 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"). Egnyte: REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints. Authentication: OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
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Dynamics 365 F&O: Some complex entities cannot have change tracking turned on ('Track changes' disabled or fails validation). Egnyte: Effective folder permissions combine group and individual grants; the Permissions API can return the computed effective permission for a user on a folder. Stacksync's field mapping accounts for these differences between Dynamics 365 F&O and Egnyte without custom code.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 405 integrations available for Dynamics 365 F&O and Egnyte.
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