Skip to content
ERP ⇄ Marketing

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

Keep Dynamics 365 F&O and Marketo 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 Marketo

Feed the real customer, order, and revenue records from Dynamics 365 F&O into Marketo so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Dynamics 365 F&O holds exactly that: Customers, Vendors, Released Products, Sales Orders that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Customers, Vendors, Released Products, Sales Orders in Dynamics 365 F&O with Custom Objects, Activities and Lead Changes, Static Lists, Programs and Program Members in Marketo in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Marketo works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Marketo flow back onto the record in Dynamics 365 F&O.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • 02 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • 03 Add or remove Leads on Static Lists or set Program Member status from lifecycle stage computed downstream, then run a trigger Smart Campaign against them.
  • 04 Sync Opportunities and Opportunity Roles into Marketo so revenue and pipeline data can drive account-aware nurture and reporting.

Common sync patterns

Consent and contact changes travel

Email, address, or subscription-status changes stay aligned across both systems, so a customer who updates their details or opts out is respected everywhere.

Purchase history drives segmentation

Orders, invoices, and revenue totals from Dynamics 365 F&O land on the matching contact or account in Marketo, so audiences are built from what customers actually bought and spent rather than from guesses.

Suppress or target existing customers

Because Dynamics 365 F&O knows who is already a paying customer, Marketo can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

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

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 Marketo objects How this pairing syncs
Released Products Sellable product master; read out to commerce channels and CRM catalogs. Leads Core person records (called Leads/People), deduped on email address by default or a configured dedupe field; read via GET /rest/v1/leads.json with a filterType, upserted via POST /rest/v1/leads.json (action createOrUpdate/createOnly/updateOnly), bulk-imported via CSV through POST /bulk/v1/leads.json, and bulk-exported via /bulk/v1/leads/export/create.json. Released Products is specific to Dynamics 365 F&O and Leads to Marketo — 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. Companies Company records linked to Leads via a company link field; read and upserted through /rest/v1/companies.json, typically mastered in a CRM or ERP and written into Marketo for account context. Sales Orders is specific to Dynamics 365 F&O and Companies to Marketo — each maps to any object or custom field on the other side.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Opportunities and Opportunity Roles Revenue objects synced via /rest/v1/opportunities.json and /rest/v1/opportunities/roles.json; roles associate an opportunity with a Lead, so pipeline data can drive nurture and scoring. Purchase Orders is specific to Dynamics 365 F&O and Opportunities and Opportunity Roles to Marketo — 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. Custom Objects Auxiliary data tables described via /rest/v1/customobjects.json and read/written via /rest/v1/customobjects/{apiName}.json, linked to Leads by a dedupe/link field so campaigns branch on records like purchases or subscriptions. Customer Invoices is specific to Dynamics 365 F&O and Custom Objects to Marketo — each maps to any object or custom field on the other side.
Vendor Invoices AP documents; synced with invoice automation systems. Activities and Lead Changes Engagement feed (opens, clicks, form fills, Data Value Changes) read via GET /rest/v1/activities.json using a paging token from /rest/v1/activities/pagingtoken.json (sinceDatetime), plus Get Lead Changes and Get Deleted Leads; read-only, also available via async Bulk Activity Extract. Vendor Invoices is specific to Dynamics 365 F&O and Activities and Lead Changes to Marketo — each maps to any object or custom field on the other side.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Static Lists Named static lists; read via /rest/v1/lists.json, with Leads added or removed via POST and DELETE on /rest/v1/lists/{listId}/leads.json to control campaign membership from lifecycle logic computed downstream. General Journal Entries is specific to Dynamics 365 F&O and Static Lists to Marketo — each maps to any object or custom field on the other side.

How changes propagate between Dynamics 365 F&O and Marketo

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 Marketo 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 Marketo through its API, with automatic retries and rate-limit backoff.

Marketo Dynamics 365 F&O Interval-based propagation

DetectionStacksync polls Marketo for changes on an incremental schedule, reading only records changed since the previous pass. Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on.

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.
  • Marketo: Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
What ships with Dynamics 365 F&O ⇄ Marketo

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Marketo 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 Marketo.

How the Dynamics 365 F&O and Marketo 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

Marketo

Integration surface
Marketo REST API (JSON over HTTPS) for Leads, Companies, Opportunities, Custom Objects, Activities, Lists, Programs, and Campaigns, plus an asynchronous Bulk Import (leads) and Bulk Extract (leads/activities/program members/custom objects) API and an Asset REST API for emails, forms, and landing pages
Authentication
OAuth 2.0 client_credentials (2-legged): GET the Identity URL /oauth/token?grant_type=client_credentials with a Custom Service client_id and client_secret to receive an access token valid for 3600 seconds, then send it as Authorization: Bearer on each call. The instance base URL is https://{munchkinId}.mktorest.com; passing the token as an access_token query parameter is deprecated (removal July 31, 2026).
Change detection
Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on createdAt/updatedAt. Marketo's Webhooks are Smart Campaign flow-step outbound HTTP calls to a URL, not a general record-change subscription, so there is no push feed of arbitrary CRUD.
Capabilities
read · write
Rate limits
Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
How it works

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

    Choose tables

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

Dynamics 365 F&O and Marketo integration FAQ

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.

Learn more about security
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:

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 374 integrations available for Dynamics 365 F&O and Marketo.

Popular · 7 of 374
All Dynamics 365 F&O integrations All Marketo 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