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ERP ⇄ CRM

Dynamics 365 F&O to ZoomInfo integration — real-time data sync

Keep Dynamics 365 F&O and ZoomInfo 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 ZoomInfo

Flow ZoomInfo data into Dynamics 365 F&O in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Dynamics 365 F&O, so Dynamics 365 F&O always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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.

Common use cases

  • Fill gaps in new lead records (email, phone, company size) as they enter the CRM.
  • Feed technographic data into territory plans or scoring models in a warehouse.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • Distribute product and price master data from F&O to downstream channels through a synced database.

Where Dynamics 365 F&O manages people and org data: keep ZoomInfo aligned

Owners, territories, and org structure informed by Dynamics 365 F&O stay current in ZoomInfo.

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

A deal won in ZoomInfo 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 ZoomInfo, so reps see balances before promising the next order.

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

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 ZoomInfo objects
Vendor Invoices AP documents; synced with invoice automation systems. Technographics Technology install data per company, used for segmentation and territory planning.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Vendors Supplier master records; synced with procurement and AP tools. Intent Signals Company-level topic scores indicating in-market buying behavior.
Released Products Sellable product master; read out to commerce channels and CRM catalogs. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
What ships with Dynamics 365 F&O ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ ZoomInfo 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 ZoomInfo.

How the Dynamics 365 F&O and ZoomInfo 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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Dynamics 365 F&O and ZoomInfo 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 ZoomInfo.

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