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ERP ⇄ Business productivity

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

Keep Dynamics 365 F&O and Quip 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 Quip

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Quip 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. Quip 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Users, Blobs, Documents, Spreadsheets in Quip with Customer Invoices, Vendor Invoices, General Journal Entries, On-hand Inventory 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

  • 01 Post a new_message into a linked Quip thread when a record changes in a CRM or ticketing system, notifying the account team where they plan.
  • 02 Mirror Documents and Spreadsheets into Postgres or a warehouse, keyed on thread ID and refreshed when updated_usec advances, for search and reporting on account plans and notes.
  • 03 Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • 04 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.

Common sync patterns

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 Quip, 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.

Where Quip faces customers and Dynamics 365 F&O carries account records

Order, invoice, or account status from Dynamics 365 F&O appears alongside the customer in Quip, so front-line teams answer from live data.

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

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 Quip objects How this pairing syncs
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Spreadsheets Live-spreadsheet threads; rows and cells are read and written through add_to_spreadsheet and update_spreadsheet_row helpers on the same thread endpoints. On-hand Inventory is specific to Dynamics 365 F&O and Spreadsheets to Quip — each maps to any object or custom field on the other side.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Folders Private, Shared, and Group containers that organize threads; membership is added or removed via the folders endpoints for access control. Customers is specific to Dynamics 365 F&O and Folders to Quip — each maps to any object or custom field on the other side.
Vendors Supplier master records; synced with procurement and AP tools. Messages Comments and chat posts on a thread; the most recent are read with get_messages and new ones written with new_message. Vendors is specific to Dynamics 365 F&O and Messages to Quip — 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. Users Member records read individually or via contacts; get_authenticated_user identifies the token owner. Used read-only for directory-style syncs. Released Products is specific to Dynamics 365 F&O and Users to Quip — 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. Blobs Images and file attachments stored per thread; downloaded with get_blob and uploaded with put_blob against a specific thread ID. Sales Orders is specific to Dynamics 365 F&O and Blobs to Quip — each maps to any object or custom field on the other side.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Documents Editable rich-text threads addressed by ID; created and updated over REST via HTML or Markdown sections, with an updated_usec timestamp used to detect edits. Purchase Orders is specific to Dynamics 365 F&O and Documents to Quip — each maps to any object or custom field on the other side.

How changes propagate between Dynamics 365 F&O and Quip

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

Quip Dynamics 365 F&O Interval-based propagation

DetectionStacksync polls Quip for changes on an incremental schedule, reading only records changed since the previous pass. Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec.

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.
  • Quip: Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers.
What ships with Dynamics 365 F&O ⇄ Quip

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Quip 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 Quip.

How the Dynamics 365 F&O and Quip 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

Quip

Integration surface
REST (v1 Automation API)
Authentication
OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication
Change detection
Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook
Capabilities
read · write
Rate limits
Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers
How it works

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

    Choose tables

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

Dynamics 365 F&O and Quip 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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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 419 integrations available for Dynamics 365 F&O and Quip.

Popular · 8 of 419
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