Real-time
Two-way sync
Changes in Dynamics 365 F&O or SendGrid instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Dynamics 365 F&O to SendGrid integration — real-time, two-way sync
Keep Dynamics 365 F&O and SendGrid 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 SendGrid
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between SendGrid and Dynamics 365 F&O.
Teams connect Dynamics 365 F&O to SendGrid to drive transactional and lifecycle email from ERP records and to bring delivery outcomes back into the system of record. F&O Customers populate SendGrid Contacts and Lists, while SendGrid Email Activity ties invoice and order notifications back to the accounts that received them.
Stacksync syncs Unsubscribe Groups, Email Activity, Contacts, List in SendGrid 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 Automate dunning email on overdue Customer Invoices using contact data maintained in F&O.
- 02 Suppress bounced addresses from Email Activity in F&O so AR teams stop chasing dead contacts.
- 03 Send vendor-facing Purchase Order confirmations through SendGrid Senders managed per business unit.
- 04 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
Common sync patterns
Customer list sync
F&O Customers flow into SendGrid Contacts and Lists so billing and order emails reach current account contacts.
Invoice notification tracking
SendGrid Email Activity for dunning and Customer Invoice emails is linked back to the F&O customer record.
Segmented order communications
F&O Sales Order attributes feed SendGrid Segments for targeted shipping and order-status messaging.
What you can sync between Dynamics 365 F&O and SendGrid
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 | SendGrid objects | How this pairing syncs | |
|---|---|---|---|
| Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. | Senders Synced with incremental and full sync per the Stacksync docs. | Sales Orders is specific to Dynamics 365 F&O and Senders to SendGrid — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. | Single Sends One-off marketing campaigns whose stats are read back for reporting. | Purchase Orders is specific to Dynamics 365 F&O and Single Sends to SendGrid — 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. | Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. | Customer Invoices is specific to Dynamics 365 F&O and Unsubscribe Groups to SendGrid — each maps to any object or custom field on the other side. | |
| Vendor Invoices AP documents; synced with invoice automation systems. | Email Activity Synced with incremental and full sync per the Stacksync docs. | Vendor Invoices is specific to Dynamics 365 F&O and Email Activity to SendGrid — each maps to any object or custom field on the other side. | |
| General Journal Entries GL postings; read-only extracts for consolidated finance reporting. | Contacts Marketing recipients upserted from CRM or database records, including custom field values. | General Journal Entries is specific to Dynamics 365 F&O and Contacts to SendGrid — each maps to any object or custom field on the other side. | |
| On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. | List Synced with incremental and full sync per the Stacksync docs. | On-hand Inventory is specific to Dynamics 365 F&O and List to SendGrid — each maps to any object or custom field on the other side. |
How changes propagate between Dynamics 365 F&O and SendGrid
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 SendGrid 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 SendGrid through its API, with automatic retries and rate-limit backoff.
SendGrid Dynamics 365 F&O Sub-second propagation
DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.
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.
- SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Dynamics 365 F&O ⇄ SendGrid
Connect Dynamics 365 F&O and SendGrid for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–SendGrid connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Dynamics 365 F&O or SendGrid 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 SendGrid record.
Observability
Monitoring
Track your Dynamics 365 F&O ⇄ SendGrid 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 SendGrid.
How the Dynamics 365 F&O and SendGrid 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.
SendGrid
- Integration surface
- REST API (v3)
- Authentication
- API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
- Change detection
- Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
How it works
How to connect Dynamics 365 F&O to SendGrid — 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.
- 01
Connect your apps
Authenticate Dynamics 365 F&O and SendGrid with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Dynamics 365 F&O
connected
SendGrid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Dynamics 365 F&O and SendGrid 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.
objects · Dynamics 365 F&O ⇄ SendGridCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Dynamics 365 F&O SendGridCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Dynamics 365 F&O and SendGrid integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and SendGrid: authenticate both systems, choose the objects to sync (such as Dynamics 365 F&O's Sales Orders and Purchase Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Dynamics 365 F&O and SendGrid: Customer list sync; Invoice notification tracking; Segmented order communications. F&O Customers flow into SendGrid Contacts and Lists so billing and order emails reach current account contacts.
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Dynamics 365 F&O: 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"). SendGrid: REST API (v3). Authentication: API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG"). Stacksync manages authentication, retries, and rate limits on both sides.
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SendGrid: Contact upserts through the v3 Marketing Campaigns API are asynchronous jobs: the API returns a job ID and processes the batch in the background. Dynamics 365 F&O: With 'Enable primary table' tracking, changes to child tables (e.g. a customer's address) are not captured — only root-table changes are. Stacksync's field mapping accounts for these differences between Dynamics 365 F&O and SendGrid without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Dynamics 365 F&O and SendGrid records are not retained after a sync operation.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 363 integrations available for Dynamics 365 F&O and SendGrid.
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