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ERP

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

Keep Dynamics 365 F&O and Plex ERP 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 Plex ERP

Two ERPs, one set of facts: Stacksync keeps Dynamics 365 F&O and Plex ERP 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 Customers, Vendors, Released Products, Sales Orders in Dynamics 365 F&O with Purchase orders, Customers, Suppliers, Shipments in Plex ERP 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

  • 01 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • 02 Distribute product and price master data from F&O to downstream channels through a synced database.
  • 03 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • 04 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.

Common sync patterns

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.

Migration in parallel

When one system is replacing the other, run both fully live during the transition and cut over without a data freeze.

What you can sync between Dynamics 365 F&O and Plex ERP

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 Plex ERP objects How this pairing syncs
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Customers Account records kept consistent with the sales team's CRM 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.
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Purchase orders Procurement records mirrored to accounting and planning systems Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Quality records Checksheet and inspection data pulled into plant dashboards On-hand Inventory is specific to Dynamics 365 F&O and Quality records to Plex ERP — each maps to any object or custom field on the other side.
Vendors Supplier master records; synced with procurement and AP tools. Parts Item master records shared with CRM, e-commerce, and planning tools Vendors is specific to Dynamics 365 F&O and Parts to Plex ERP — 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. Inventory On-hand balances and locations replicated for visibility outside the plant system Released Products is specific to Dynamics 365 F&O and Inventory to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Dynamics 365 F&O and Plex ERP

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

Plex ERP Dynamics 365 F&O Interval-based propagation

DetectionStacksync polls Plex ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Dynamics 365 F&O ⇄ Plex ERP

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

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

Real-time

Two-way sync

Changes in Dynamics 365 F&O or Plex ERP 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 Plex ERP 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 Plex ERP record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Plex ERP 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 Plex ERP.

How the Dynamics 365 F&O and Plex ERP 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

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Dynamics 365 F&O and Plex ERP 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.

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→ 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 413 integrations available for Dynamics 365 F&O and Plex ERP.

Popular · 7 of 413
All Dynamics 365 F&O integrations All Plex ERP integrations Browse all integrations
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