Real-time
Two-way sync
Changes in Dynamics 365 F&O or Kustomer instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Dynamics 365 F&O to Kustomer integration — real-time, two-way sync
Keep Dynamics 365 F&O and Kustomer 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 Kustomer
Close the gap between front office and back office: Kustomer and Dynamics 365 F&O share customers and status in real time, in both directions.
Kustomer 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 Customers, Conversations, Messages, Companies in Kustomer with Vendors, Released Products, Sales Orders, Purchase 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
- 01 Keep customer attributes updated from billing systems so routing rules and SLAs reflect account value
- 02 Escalate conversation-derived signals into the CRM as tasks or opportunities
- 03 Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.
- 04 Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
Common sync patterns
Where Dynamics 365 F&O handles order-to-cash: closed-won flows through
A deal won in Kustomer 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 Kustomer, 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 Kustomer
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 | Kustomer objects | How this pairing syncs | |
|---|---|---|---|
| Customers Customer master records; kept aligned with CRM accounts in two-way syncs. | Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Vendors Supplier master records; synced with procurement and AP tools. | Users Agent records map conversation ownership to people in other systems. | Vendors is specific to Dynamics 365 F&O and Users to Kustomer — each maps to any object or custom field on the other side. | |
| Released Products Sellable product master; read out to commerce channels and CRM catalogs. | Teams Team assignments support routing parity and reporting. | Released Products is specific to Dynamics 365 F&O and Teams to Kustomer — each maps to any object or custom field on the other side. | |
| Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. | Tags Labels on conversations and customers sync for categorization and analytics. | Sales Orders is specific to Dynamics 365 F&O and Tags to Kustomer — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. | Notes Internal annotations carry context alongside synced conversations. | Purchase Orders is specific to Dynamics 365 F&O and Notes to Kustomer — 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. | Conversations Support threads across channels sync outward for analytics and CRM context. | Customer Invoices is specific to Dynamics 365 F&O and Conversations to Kustomer — each maps to any object or custom field on the other side. |
How changes propagate between Dynamics 365 F&O and Kustomer
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 Kustomer 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 Kustomer through its API, with automatic retries and rate-limit backoff.
Kustomer Dynamics 365 F&O Sub-second propagation
DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.
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.
- Kustomer: Subject to the platform's API rate limits.
What ships with Dynamics 365 F&O ⇄ Kustomer
Connect Dynamics 365 F&O and Kustomer for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Kustomer connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Dynamics 365 F&O or Kustomer 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 Kustomer record.
Observability
Monitoring
Track your Dynamics 365 F&O ⇄ Kustomer 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 Kustomer.
How the Dynamics 365 F&O and Kustomer 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.
Kustomer
- Integration surface
- REST API
- Authentication
- API key used as a bearer token, scoped by role
- Change detection
- Outbound webhooks on record events, plus polling for backfill
- 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 Kustomer — 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 Kustomer 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
Kustomer
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Dynamics 365 F&O and Kustomer 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 ⇄ KustomerCustomers 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 KustomerCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Dynamics 365 F&O and Kustomer integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and Kustomer: 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 Kustomer: 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 Kustomer 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"). Kustomer: REST API. Authentication: API key used as a bearer token, scoped by role. Stacksync manages authentication, retries, and rate limits on both sides.
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Kustomer: Custom object types are called Klasses, and they are the standard mechanism for landing external data like orders and subscriptions where agents work. 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 Kustomer 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 Kustomer 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 Kustomer connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Dynamics 365 F&O–Kustomer 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 328 integrations available for Dynamics 365 F&O and Kustomer.
Popular · 7 of 328
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Dynamics 365 F&O ⇄ Freshworks CRM -
Dynamics 365 F&O ⇄ Gorgias -
Dynamics 365 F&O ⇄ Infor CRM -
Kustomer ⇄ Sage 100 - Kustomer ⇄ Sage 300
- Kustomer ⇄ Sage Intacct
- Kustomer ⇄ Sage X3
No integrations match .
