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ERP ⇄ CRM

Infor M3 to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Infor M3 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 Infor M3 and Microsoft Dynamics 365 Sales

Close the gap between front office and back office: Microsoft Dynamics 365 Sales and Infor M3 share customers and status in real time, in both directions.

Microsoft Dynamics 365 Sales holds the customer relationship; Infor M3 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 Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 Sales with Customers, Suppliers, Customer Orders, Purchase Orders in Infor M3 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

  • 01 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • 02 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • 03 Mirror M3 customers and invoices into a CRM or warehouse so sales and finance share one AR view
  • 04 Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains

Common sync patterns

Where Infor M3 handles order-to-cash: closed-won flows through

A deal won in Microsoft Dynamics 365 Sales creates or updates the customer in Infor M3 with clean data, so fulfillment and invoicing start without re-entry.

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 shows on the account in Microsoft Dynamics 365 Sales, 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 Infor M3 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.

Infor M3 objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Invoices Billing documents flow to finance and CRM tools for AR visibility. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Items is specific to Infor M3 and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Customers Customer master records sync with CRM account records to keep one shared customer file. Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Customers is specific to Infor M3 and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Suppliers Supplier records align procurement tools with the vendors M3 purchases from. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Suppliers is specific to Infor M3 and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Customer Orders is specific to Infor M3 and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Purchase Orders is specific to Infor M3 and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Infor M3 and Microsoft Dynamics 365 Sales

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.

Infor M3 Microsoft Dynamics 365 Sales Sub-second propagation

DetectionInfor M3 notifies Stacksync of record changes through webhook events. Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints.

DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.

Microsoft Dynamics 365 Sales Infor M3 Sub-second propagation

DetectionMicrosoft Dynamics 365 Sales notifies Stacksync of record changes through webhook events. Dataverse change tracking with delta tokens, plus registered webhooks on table events.

DeliveryEach detected change is written to Infor M3 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Infor M3: Subject to Infor ION API gateway throttling policies.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Infor M3 ⇄ Microsoft Dynamics 365 Sales

Connect Infor M3 and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor M3–Microsoft Dynamics 365 Sales connection.

Real-time

Two-way sync

Changes in Infor M3 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 Infor M3 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 Infor M3 or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Infor M3 ⇄ 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 Infor M3 and Microsoft Dynamics 365 Sales.

How the Infor M3 and Microsoft Dynamics 365 Sales connectors work

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies

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 Infor M3 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 Infor M3 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
    Infor M3 connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Infor M3 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 · Infor M3 ⇄ 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
    Infor M3 Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Infor M3 and Microsoft Dynamics 365 Sales integration FAQ

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 430 integrations available for Infor M3 and Microsoft Dynamics 365 Sales.

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