Real-time
Two-way sync
Changes in Dynamics 365 F&O or Gladly instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Dynamics 365 F&O to Gladly integration — real-time, two-way sync
Keep Dynamics 365 F&O and Gladly 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 Dynamics 365 F&O and Gladly
Close the gap between front office and back office: Gladly and Dynamics 365 F&O share customers and status in real time, in both directions.
Gladly 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 Conversation items, Agents, Topics, Tasks in Gladly with Released Products, Sales Orders, Purchase Orders, Customer Invoices 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 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
- 02 Push conversation outcomes into a CRM so account teams see support context on their accounts.
- 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 handles order-to-cash: closed-won flows through
A deal won in Gladly 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 Gladly, 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 Gladly
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 | Gladly objects | How this pairing syncs | |
|---|---|---|---|
| Customer Invoices AR billing documents; status synced back to CRM and customer success tools. | Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. | Customer Invoices is specific to Dynamics 365 F&O and Conversations to Gladly — each maps to any object or custom field on the other side. | |
| Vendor Invoices AP documents; synced with invoice automation systems. | Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. | Vendor Invoices is specific to Dynamics 365 F&O and Conversation items to Gladly — each maps to any object or custom field on the other side. | |
| General Journal Entries GL postings; read-only extracts for consolidated finance reporting. | Agents User records used to attribute work in CX analytics. | General Journal Entries is specific to Dynamics 365 F&O and Agents to Gladly — 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. | Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | On-hand Inventory is specific to Dynamics 365 F&O and Topics to Gladly — 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. | Tasks Follow-up work items created from external triggers or synced for workload reporting. | Customers is specific to Dynamics 365 F&O and Tasks to Gladly — each maps to any object or custom field on the other side. | |
| Vendors Supplier master records; synced with procurement and AP tools. | Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. | Vendors is specific to Dynamics 365 F&O and Customer profiles to Gladly — each maps to any object or custom field on the other side. |
How changes propagate between Dynamics 365 F&O and Gladly
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 Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.
Gladly Dynamics 365 F&O Sub-second propagation
DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.
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.
- Gladly: Subject to the platform's API rate limits.
What ships with Dynamics 365 F&O ⇄ Gladly
Connect Dynamics 365 F&O and Gladly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Gladly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Dynamics 365 F&O or Gladly 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 Gladly record.
Observability
Monitoring
Track your Dynamics 365 F&O ⇄ Gladly 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 Gladly.
How the Dynamics 365 F&O and Gladly 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.
Gladly
- Integration surface
- REST API
- Authentication
- API tokens used with basic authentication tied to an agent email
- Change detection
- Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
- 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 Gladly — 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 Gladly 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
Gladly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Dynamics 365 F&O and Gladly 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 ⇄ GladlyCustomers 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 GladlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Dynamics 365 F&O and Gladly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and Gladly: authenticate both systems, choose the objects to sync (such as Dynamics 365 F&O's Customer Invoices and Vendor Invoices), 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 Gladly: 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 Gladly 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"). Gladly: REST API. Authentication: API tokens used with basic authentication tied to an agent email. Stacksync manages authentication, retries, and rate limits on both sides.
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Gladly: Customer profiles are built to merge external identifiers (email, phone, order numbers), which is what integrations key on when matching records from other systems. Dynamics 365 F&O: Some complex entities cannot have change tracking turned on ('Track changes' disabled or fails validation). Stacksync's field mapping accounts for these differences between Dynamics 365 F&O and Gladly 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 Gladly 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 Gladly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Dynamics 365 F&O–Gladly integration in-house.
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 321 integrations available for Dynamics 365 F&O and Gladly.
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