Real-time
Two-way sync
Changes in Dynamics 365 F&O or Folk CRM instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Dynamics 365 F&O to Folk CRM integration — real-time, two-way sync
Keep Dynamics 365 F&O and Folk CRM 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Dynamics 365 F&O and Folk CRM
Close the gap between front office and back office: Folk CRM and Dynamics 365 F&O share customers and status in real time, in both directions.
Folk CRM 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 Groups, Custom fields, Notes, Reminders in Folk CRM with Customers, Vendors, Released Products, Sales Orders 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
- Push enriched contact data from a data warehouse into folk custom fields.
- Mirror folk groups into a reporting database to track pipeline and outreach coverage.
- Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.
- Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
Where Dynamics 365 F&O handles order-to-cash: closed-won flows through
A deal won in Folk CRM creates or updates the customer in Dynamics 365 F&O with clean data, so fulfillment and invoicing start without re-entry.
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 Folk CRM, 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 Dynamics 365 F&O and Folk CRM
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 | Folk CRM objects | |
|---|---|---|
| Customers Customer master records; kept aligned with CRM accounts in two-way syncs. | Custom fields Group-scoped attributes that receive enriched or computed values from external systems. | |
| Vendors Supplier master records; synced with procurement and AP tools. | Notes Free-text context attached to people and companies, readable for reporting. | |
| Released Products Sellable product master; read out to commerce channels and CRM catalogs. | Reminders Follow-up items that can be created from external triggers. | |
| Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. | People Contact records; the primary entity synced with outreach and enrichment tools. | |
| Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. | Companies Organization records linked to people and kept aligned with billing or CS systems. | |
| Customer Invoices AR billing documents; status synced back to CRM and customer success tools. | Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. |
What ships with Dynamics 365 F&O ⇄ Folk CRM
Connect Dynamics 365 F&O and Folk CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Folk CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Dynamics 365 F&O or Folk CRM 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 Folk CRM record.
Observability
Monitoring
Track your Dynamics 365 F&O ⇄ Folk CRM 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 Folk CRM.
How the Dynamics 365 F&O and Folk CRM 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.
Folk CRM
- Integration surface
- REST API
- Authentication
- API key (Bearer token)
- Change detection
- Webhook subscriptions for record events, with polling of list endpoints as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Dynamics 365 F&O to Folk CRM — 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 Folk CRM 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
Folk CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Dynamics 365 F&O and Folk CRM 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 ⇄ Folk CRMCustomers 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 Folk CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Dynamics 365 F&O and Folk CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and Folk CRM: authenticate both systems, choose the objects to sync (such as Dynamics 365 F&O's Customers and Vendors), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Dynamics 365 F&O and Folk CRM: Where Dynamics 365 F&O handles order-to-cash: closed-won flows through; Where Dynamics 365 F&O is the finance system of record: money status on the account; One customer master. A deal won in Folk CRM creates or updates the customer in Dynamics 365 F&O with clean data, so fulfillment and invoicing start without re-entry.
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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"). Folk CRM: REST API. Authentication: API key (Bearer token). Stacksync manages authentication, retries, and rate limits on both sides.
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Folk CRM: Custom fields are defined per group, which means field mappings can differ across groups within the same workspace. Dynamics 365 F&O: The Data Management Framework handles high-volume asynchronous import and export, complementing the record-level OData endpoint. Stacksync's field mapping accounts for these differences between Dynamics 365 F&O and Folk CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Dynamics 365 F&O and Folk CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Dynamics 365 F&O and Folk CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Dynamics 365 F&O–Folk CRM integration in-house.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Dynamics 365 F&O and Folk CRM.
Popular · 8 of 386
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Dynamics 365 F&O ⇄ Kommo -
Dynamics 365 F&O ⇄ Kustomer -
Dynamics 365 F&O ⇄ Nimble -
Dynamics 365 F&O ⇄ Nutshell -
Folk CRM ⇄ Syspro -
Folk CRM ⇄ TikTok Shop -
Folk CRM ⇄ Unleashed Software -
Folk CRM ⇄ Visibility ERP
No integrations match .
