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ERP

Dynamics 365 F&O to JobBOSS² integration — real-time, two-way sync

Keep Dynamics 365 F&O and JobBOSS² 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Dynamics 365 F&O and JobBOSS²

Two ERPs, one set of facts: Stacksync keeps Dynamics 365 F&O and JobBOSS² 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 Customer Invoices, Vendor Invoices, General Journal Entries, On-hand Inventory in Dynamics 365 F&O with Quotes / Estimates, Jobs / Work Orders, Routings & Operations, Materials & Inventory in JobBOSS² 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

  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • Mirror job costing and invoice data into accounting or BI systems for margin reporting per job
  • Keep customer and vendor records consistent between JobBOSS² and the rest of the stack

Shared master data

Where both systems keep records of the same customers, suppliers, or organizations, a correction in either updates the other.

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.

What you can sync between Dynamics 365 F&O and JobBOSS²

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 JobBOSS² objects
Vendor Invoices AP documents; synced with invoice automation systems. Time Entries Shop-floor time data consolidates into costing and payroll reporting.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Invoices Billing documents flow to accounting and BI systems.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Shipments Shipment records close the loop to customers and CRM records.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Customers Customer records sync with CRM accounts so sales and the shop share one file.
Vendors Supplier master records; synced with procurement and AP tools. Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP.
Released Products Sellable product master; read out to commerce channels and CRM catalogs. Jobs / Work Orders Job records carry production status back to sales and customer-facing tools.
What ships with Dynamics 365 F&O ⇄ JobBOSS²

Connect Dynamics 365 F&O and JobBOSS² for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–JobBOSS² connection.

Real-time

Two-way sync

Changes in Dynamics 365 F&O or JobBOSS² 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 JobBOSS² 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 JobBOSS² record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ JobBOSS² 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 JobBOSS².

How the Dynamics 365 F&O and JobBOSS² 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

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Dynamics 365 F&O to JobBOSS² — 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 JobBOSS² 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
    JobBOSS² connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dynamics 365 F&O and JobBOSS² 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 ⇄ JobBOSS²
    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 JobBOSS²
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Dynamics 365 F&O and JobBOSS² 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 JobBOSS².

Popular · 8 of 386
All Dynamics 365 F&O integrations All JobBOSS² integrations Browse all integrations
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