Skip to content
ERP

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

Keep Dynamics 365 F&O and Epicor ERP 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Dynamics 365 F&O and Epicor ERP

Two ERPs, one set of facts: Stacksync keeps Dynamics 365 F&O and Epicor ERP consistent in real time, whether they split the business or one is replacing the other.

Companies run two ERPs for structural reasons: a two-tier setup with subsidiaries on lighter systems, an acquisition that brought its own stack, a split by function or region, or a migration that will take quarters. In all of these, some of the same organizations, people, and transactions exist in both systems, and keeping them aligned by hand is a standing tax on the back office.

Stacksync syncs On-hand Inventory, Customers, Vendors, Released Products in Dynamics 365 F&O with AR invoices, Shipments, Bills of materials, Customers in Epicor ERP bi-directionally and in real time, with field-level mapping across the two data models and conflict rules you define. A record changed in either system is reflected in the other within seconds, not at the next interface run.

Common use cases

  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • Distribute product and price master data from F&O to downstream channels through a synced database.
  • Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • Push won opportunities from the CRM into Epicor as sales orders and sync order status back.

Split by function

Where one system is the people or finance suite and the other runs operations, the records both sides depend on, such as organizations, cost centers, and reference data, stay in agreement.

Two-tier roll-up

Where subsidiaries run one system and headquarters runs the other, shared records and transactions flow up continuously, so consolidation starts from live data.

Migration in parallel

When one system is replacing the other, run both fully live during the transition and cut over without a data freeze.

What you can sync between Dynamics 365 F&O and Epicor ERP

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 Epicor ERP objects
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Quotes Estimates that pair with CRM opportunities during the sales cycle.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. AR invoices Billing records surfaced in CRM or finance tools for collections visibility.
Vendor Invoices AP documents; synced with invoice automation systems. Shipments Fulfillment confirmations synced to customer portals and commerce systems.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Bills of materials Methods of manufacturing read for costing and planning integrations.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status.
What ships with Dynamics 365 F&O ⇄ Epicor ERP

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

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

Real-time

Two-way sync

Changes in Dynamics 365 F&O or Epicor ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 F&O or Epicor ERP 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 Epicor ERP record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Epicor ERP 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 Epicor ERP.

How the Dynamics 365 F&O and Epicor ERP 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.
Dynamics 365 F&O setup guide

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments
How it works

How to connect Dynamics 365 F&O to Epicor ERP — 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 Dynamics 365 F&O and Epicor ERP 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
    Dynamics 365 F&O connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dynamics 365 F&O and Epicor ERP 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 · Dynamics 365 F&O ⇄ Epicor ERP
    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
    Dynamics 365 F&O Epicor ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Dynamics 365 F&O and Epicor ERP 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.

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 386 integrations available for Dynamics 365 F&O and Epicor ERP.

Popular · 8 of 386
All Dynamics 365 F&O integrations All Epicor ERP integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own