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ERP ⇄ Business productivity

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

Keep Dynamics 365 F&O and NextGen Healthcare 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 NextGen Healthcare

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between NextGen Healthcare and Dynamics 365 F&O.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. NextGen Healthcare is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Clinical Documents, Medications & Allergies, Lab Results, Insurance / Coverage in NextGen Healthcare with Released Products, Sales Orders, Purchase Orders, Customer Invoices in Dynamics 365 F&O bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Keep provider directories consistent between the EHR, the website, and scheduling tools.
  • Feed referral data into intake workflows so new patients are registered without rekeying.
  • Distribute product and price master data from F&O to downstream channels through a synced database.
  • Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.

Where NextGen Healthcare collects payments: transactions post through

Payment events sync into Dynamics 365 F&O as they occur, keeping the enterprise records current without manual entry.

Where Dynamics 365 F&O is the HR or people system of record

Worker and organization data from Dynamics 365 F&O stays current in NextGen Healthcare, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between Dynamics 365 F&O and NextGen Healthcare

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 NextGen Healthcare objects
Released Products Sellable product master; read out to commerce channels and CRM catalogs. Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting.
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Encounters Visit records landed in analytics stores for utilization and quality reporting.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Providers Clinician and location directories kept consistent across scheduling and web systems.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Clinical Documents Notes and attachments exchanged with referral and document-management workflows.
Vendor Invoices AP documents; synced with invoice automation systems. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Lab Results Result data read for patient-facing portals and analytics.
What ships with Dynamics 365 F&O ⇄ NextGen Healthcare

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

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

Real-time

Two-way sync

Changes in Dynamics 365 F&O or NextGen Healthcare 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 NextGen Healthcare 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 NextGen Healthcare record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ NextGen Healthcare 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 NextGen Healthcare.

How the Dynamics 365 F&O and NextGen Healthcare 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

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

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

    Choose tables

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

Dynamics 365 F&O and NextGen Healthcare 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 NextGen Healthcare.

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