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ERP ⇄ Business productivity

JobBOSS² to Microsoft Dynamics 365 integration — real-time, two-way sync

Keep JobBOSS² and Microsoft Dynamics 365 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 JobBOSS² and Microsoft Dynamics 365

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft Dynamics 365 and JobBOSS².

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft Dynamics 365 is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 with Shipments, Customers, Quotes / Estimates, Jobs / Work Orders in JobBOSS² 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

  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Keep customer and vendor records consistent between JobBOSS² and the rest of the stack
  • Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Microsoft Dynamics 365 faces customers and JobBOSS² carries account records

Order, invoice, or account status from JobBOSS² appears alongside the customer in Microsoft Dynamics 365, so front-line teams answer from live data.

Where Microsoft Dynamics 365 collects payments: transactions post through

Payment events sync into JobBOSS² as they occur, keeping the enterprise records current without manual entry.

What you can sync between JobBOSS² and Microsoft Dynamics 365

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.

JobBOSS² objects Microsoft Dynamics 365 objects
Shipments Shipment records close the loop to customers and CRM records. Contacts Person records kept consistent with marketing, support, and data-warehouse copies.
Customers Customer records sync with CRM accounts so sales and the shop share one file. Leads Inbound records enriched and routed from external sources into sales queues.
Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP. Opportunities Pipeline records synced with forecasting, CPQ, and billing systems.
Jobs / Work Orders Job records carry production status back to sales and customer-facing tools. Cases (Incidents) Support records shared with ticketing tools and product databases.
Routings & Operations Operation steps support scheduling and costing data in external reporting. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Materials & Inventory Material and stock data feed purchasing and availability checks. Products Catalog records aligned with ERP item masters.
What ships with JobBOSS² ⇄ Microsoft Dynamics 365

Connect JobBOSS² and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–Microsoft Dynamics 365 connection.

Real-time

Two-way sync

Changes in JobBOSS² or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² or Microsoft Dynamics 365 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 JobBOSS² or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your JobBOSS² ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between JobBOSS² and Microsoft Dynamics 365.

How the JobBOSS² and Microsoft Dynamics 365 connectors work

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide
How it works

How to connect JobBOSS² to Microsoft Dynamics 365 — 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 JobBOSS² and Microsoft Dynamics 365 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
    JobBOSS² connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the JobBOSS² and Microsoft Dynamics 365 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 · JobBOSS² ⇄ Microsoft Dynamics 365
    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
    JobBOSS² Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

JobBOSS² and Microsoft Dynamics 365 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 JobBOSS² and Microsoft Dynamics 365.

Popular · 8 of 386
All JobBOSS² integrations All Microsoft Dynamics 365 integrations Browse all integrations
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