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ERP ⇄ CRM

Epicor ERP to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Epicor ERP and Microsoft Dynamics 365 Sales 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Epicor ERP and Microsoft Dynamics 365 Sales

Close the gap between front office and back office: Microsoft Dynamics 365 Sales and Epicor ERP share customers and status in real time, in both directions.

Microsoft Dynamics 365 Sales holds the customer relationship; Epicor ERP 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 Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales with Purchase orders, Jobs, Quotes, AR invoices in Epicor ERP 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

  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Keep supplier and purchase order data synced with procurement or AP automation tools.
  • Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.

Where Epicor ERP manages people and org data: keep Microsoft Dynamics 365 Sales aligned

Owners, territories, and org structure informed by Epicor ERP stay current in Microsoft Dynamics 365 Sales.

Where Epicor ERP handles order-to-cash: closed-won flows through

A deal won in Microsoft Dynamics 365 Sales creates or updates the customer in Epicor ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Epicor ERP is the finance system of record: money status on the account

Invoice and payment state from Epicor ERP shows on the account in Microsoft Dynamics 365 Sales, so reps see balances before promising the next order.

What you can sync between Epicor ERP and Microsoft Dynamics 365 Sales

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.

Epicor ERP objects Microsoft Dynamics 365 Sales objects
Sales orders Created from won CRM opportunities; status and line changes sync back out. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Purchase orders Synced with procurement systems and matched against receipts. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Contacts Person records linked to accounts; synced with marketing and support systems.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
What ships with Epicor ERP ⇄ Microsoft Dynamics 365 Sales

Connect Epicor ERP and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Epicor ERP–Microsoft Dynamics 365 Sales connection.

Real-time

Two-way sync

Changes in Epicor ERP or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Microsoft Dynamics 365 Sales 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 Epicor ERP or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Epicor ERP ⇄ Microsoft Dynamics 365 Sales sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Epicor ERP and Microsoft Dynamics 365 Sales.

How the Epicor ERP and Microsoft Dynamics 365 Sales connectors work

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments

Microsoft Dynamics 365 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works

How to connect Epicor ERP to Microsoft Dynamics 365 Sales — 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 Epicor ERP and Microsoft Dynamics 365 Sales 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
    Epicor ERP connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Epicor ERP and Microsoft Dynamics 365 Sales 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 · Epicor ERP ⇄ Microsoft Dynamics 365 Sales
    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
    Epicor ERP Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Epicor ERP and Microsoft Dynamics 365 Sales 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 Epicor ERP and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
All Epicor ERP integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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