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ERP ⇄ CRM

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

Keep Dynamics 365 F&O and Salesforce 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 Salesforce

Close the gap between front office and back office: Salesforce and Dynamics 365 F&O share customers and status in real time, in both directions.

Connecting Salesforce and Dynamics 365 F&O aligns quote-to-cash between the CRM where deals are worked and the ERP where they are fulfilled and billed. Salesforce Accounts and Opportunities sync with F&O Customers and Sales Orders, so sales and finance operate on shared records rather than exports.

Stacksync syncs Contacts, Leads, Opportunities, Cases in Salesforce with Customer Invoices, Vendor Invoices, General Journal Entries, On-hand Inventory 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 Route Salesforce Cases with full F&O order and invoice context on the Account.
  • 02 Keep Contacts synced with F&O customer records for accurate billing communication.
  • 03 Measure Campaign-sourced revenue against actual F&O Customer Invoices rather than pipeline estimates.
  • 04 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

Common sync patterns

Account-to-customer sync

Salesforce Accounts create and update F&O Customers bidirectionally, keeping master data consistent.

Opportunity-to-order handoff

closed-won Salesforce Opportunities generate Sales Orders in F&O for fulfillment.

Invoice status in CRM

F&O Customer Invoice data appears on the related Salesforce Account for sellers and support.

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

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 Salesforce objects How this pairing syncs
Vendors Supplier master records; synced with procurement and AP tools. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Vendors is specific to Dynamics 365 F&O and Accounts to Salesforce — 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. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Released Products is specific to Dynamics 365 F&O and Contacts to Salesforce — 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. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Sales Orders is specific to Dynamics 365 F&O and Leads to Salesforce — each maps to any object or custom field on the other side.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Purchase Orders is specific to Dynamics 365 F&O and Opportunities to Salesforce — 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. Cases Support records; synced with help desk tools or internal databases for escalation workflows. Customer Invoices is specific to Dynamics 365 F&O and Cases to Salesforce — each maps to any object or custom field on the other side.
Vendor Invoices AP documents; synced with invoice automation systems. Campaigns Marketing membership data; read out for attribution analysis in the warehouse. Vendor Invoices is specific to Dynamics 365 F&O and Campaigns to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Dynamics 365 F&O and Salesforce

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

Salesforce Dynamics 365 F&O Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

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.
  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Dynamics 365 F&O ⇄ Salesforce

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Salesforce 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 Salesforce.

How the Dynamics 365 F&O and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Dynamics 365 F&O and Salesforce 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 445 integrations available for Dynamics 365 F&O and Salesforce.

Popular · 5 of 445
All Dynamics 365 F&O integrations All Salesforce integrations Browse all integrations
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