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ERP ⇄ CRM

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

Keep Dynamics 365 F&O and Salesmate 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 Salesmate

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

Salesmate holds the customer relationship; Dynamics 365 F&O runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Notes, Users, Contacts, Companies in Salesmate with Released Products, Sales Orders, Purchase Orders, Customer Invoices 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

  • Hand off won deals to invoicing or accounting tools automatically.
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.

Where Dynamics 365 F&O handles order-to-cash: closed-won flows through

A deal won in Salesmate creates or updates the customer in Dynamics 365 F&O with clean data, so fulfillment and invoicing start without re-entry.

Where Dynamics 365 F&O is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 F&O shows on the account in Salesmate, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

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

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 Salesmate objects
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Vendor Invoices AP documents; synced with invoice automation systems. Activities Calls, emails, and tasks logged against records and exported for analytics.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Notes Free-text records synced for context in support or success tools.
Vendors Supplier master records; synced with procurement and AP tools. Users Team member records used for ownership mapping.
What ships with Dynamics 365 F&O ⇄ Salesmate

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Salesmate 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 Salesmate.

How the Dynamics 365 F&O and Salesmate 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

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Dynamics 365 F&O and Salesmate 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 Salesmate.

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