Real-time
Two-way sync
Changes in Dynamics 365 F&O or Zendesk instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Dynamics 365 F&O to Zendesk integration — real-time, two-way sync
Keep Dynamics 365 F&O and Zendesk 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Dynamics 365 F&O and Zendesk
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Zendesk and Dynamics 365 F&O.
Support teams work in Zendesk while the financial record of the customer lives in Dynamics 365 F&O. Syncing the two lets agents see Customers, Sales Orders, and Customer Invoices next to the Tickets they are resolving, and gives finance context on open support issues before collections or order changes.
Stacksync syncs Tickets Comments, Users, Organizations, Attachments in Zendesk with Released Products, Sales Orders, Purchase Orders, Customer Invoices 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 Agents answer invoice and delivery questions without leaving Zendesk.
- 02 Finance reviews open Tickets on an Organization before disputing or crediting a Customer Invoice.
- 03 Released Products data in tickets keeps agents referencing the correct SKU when logging product issues.
- 04 Consolidate several Zendesk instances into one reporting database after a merger or brand split.
Common sync patterns
Order context on tickets
Dynamics 365 F&O Sales Orders and Customer Invoices are visible on the related Zendesk Ticket and Organization.
Customer-to-organization mapping
F&O Customers stay matched to Zendesk Organizations and Users so agents work against the correct account of record.
Ticket-driven order escalation
Zendesk Tickets referencing a Purchase Order or Sales Order surface for the ERP team handling fulfillment.
What you can sync between Dynamics 365 F&O and Zendesk
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 | Zendesk objects | How this pairing syncs | |
|---|---|---|---|
| Released Products Sellable product master; read out to commerce channels and CRM catalogs. | Attachments Synced with incremental and full sync per the Stacksync docs. | Released Products is specific to Dynamics 365 F&O and Attachments to Zendesk — 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. | Ticket Forms Synced with incremental and full sync per the Stacksync docs. | Sales Orders is specific to Dynamics 365 F&O and Ticket Forms to Zendesk — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. | Tickets The central work object; synced to databases for SLA and volume reporting or mirrored into engineering tools. | Purchase Orders is specific to Dynamics 365 F&O and Tickets to Zendesk — 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. | Tickets Comments Synced with incremental and full sync per the Stacksync docs. | Customer Invoices is specific to Dynamics 365 F&O and Tickets Comments to Zendesk — each maps to any object or custom field on the other side. | |
| Vendor Invoices AP documents; synced with invoice automation systems. | Users End users and agents; matched to CRM contacts to keep requester data consistent. | Vendor Invoices is specific to Dynamics 365 F&O and Users to Zendesk — each maps to any object or custom field on the other side. | |
| General Journal Entries GL postings; read-only extracts for consolidated finance reporting. | Organizations Company groupings for users; typically kept aligned with CRM accounts. | General Journal Entries is specific to Dynamics 365 F&O and Organizations to Zendesk — each maps to any object or custom field on the other side. |
How changes propagate between Dynamics 365 F&O and Zendesk
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 Zendesk 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 Zendesk through its API, with automatic retries and rate-limit backoff.
Zendesk Dynamics 365 F&O Sub-second propagation
DetectionZendesk notifies Stacksync of record changes through webhook events. Incremental export endpoints with cursor-based pagination, plus webhooks fired by triggers.
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.
- Zendesk: Request limits vary by plan; incremental export endpoints have their own allowances.
What ships with Dynamics 365 F&O ⇄ Zendesk
Connect Dynamics 365 F&O and Zendesk for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Zendesk connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Dynamics 365 F&O or Zendesk 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 Zendesk record.
Observability
Monitoring
Track your Dynamics 365 F&O ⇄ Zendesk 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 Zendesk.
How the Dynamics 365 F&O and Zendesk 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.
Zendesk
- Integration surface
- REST API
- Authentication
- OAuth app authorization: enter your Zendesk subdomain (from {sub_domain_name}.zendesk.com) in Stacksync Connections and click "Authorize App"
- Change detection
- Incremental export endpoints with cursor-based pagination, plus webhooks fired by triggers
- Capabilities
- read · write · webhooks
- Rate limits
- Request limits vary by plan; incremental export endpoints have their own allowances.
How it works
How to connect Dynamics 365 F&O to Zendesk — 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 Zendesk 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
Zendesk
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Dynamics 365 F&O and Zendesk 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 ⇄ ZendeskCustomers 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 ZendeskCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Dynamics 365 F&O and Zendesk integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and Zendesk: authenticate both systems, choose the objects to sync (such as Dynamics 365 F&O's Released Products and Sales Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Common patterns for Dynamics 365 F&O and Zendesk: Order context on tickets; Customer-to-organization mapping; Ticket-driven order escalation. Dynamics 365 F&O Sales Orders and Customer Invoices are visible on the related Zendesk Ticket and Organization.
-
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"). Zendesk: REST API. Authentication: OAuth app authorization: enter your Zendesk subdomain (from {sub_domain_name}.zendesk.com) in Stacksync Connections and click "Authorize App". Stacksync manages authentication, retries, and rate limits on both sides.
-
Zendesk: Ticket comments cannot be edited after creation, so downstream copies of conversations only ever append. Dynamics 365 F&O: The Data Management Framework handles high-volume asynchronous import and export, complementing the record-level OData endpoint. Stacksync's field mapping accounts for these differences between Dynamics 365 F&O and Zendesk without custom code.
-
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 Zendesk records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Dynamics 365 F&O and Zendesk connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Dynamics 365 F&O–Zendesk integration in-house.
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 415 integrations available for Dynamics 365 F&O and Zendesk.
Popular · 4 of 415
No integrations match .
