Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Ramp instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Microsoft Dynamics 365 to Ramp integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Ramp in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Microsoft Dynamics 365 and Ramp
Connect the financial records in Ramp with the work happening in Microsoft Dynamics 365, so both stay current without exports or copy-paste.
Ramp holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft Dynamics 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Departments, Reimbursements, Bills, Vendors in Ramp and Products, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 in sync, bi-directionally and in real time. Whatever records Microsoft Dynamics 365 keeps and whatever events it produces, the overlap with Ramp is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Two-way sync Transactions and their accounting codings with a Postgres warehouse so finance analyzes spend in SQL and pushes GL categories and memos back to Ramp.
- 02 Mirror Bills and their approval and payment state into an AP or ERP system, marking each one ready-to-sync then synced to keep both ledgers reconciled.
- 03 Replicate standard and custom Dataverse tables into a warehouse for reporting.
- 04 Enrich leads from external data sources and write scores back onto Dynamics records.
Common sync patterns
Where Microsoft Dynamics 365 collects payments or triggers charges: events land in Ramp
Payment and charge activity flows into Ramp as it happens, so the books reflect reality without manual reconciliation.
Where Microsoft Dynamics 365 tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Where Microsoft Dynamics 365 handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Ramp next to the customer they are helping, without logging into the finance system.
What you can sync between Microsoft Dynamics 365 and Ramp
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.
| Microsoft Dynamics 365 objects | Ramp objects | How this pairing syncs | |
|---|---|---|---|
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | General Ledger Accounts Chart-of-accounts entries uploaded from the ERP; accounting codings are posted back against transactions and bills. | Custom Tables is specific to Microsoft Dynamics 365 and General Ledger Accounts to Ramp — each maps to any object or custom field on the other side. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Transactions Card purchase records with merchant, amount, and state; read for spend/GL sync and written back via accounting codings and sync status. | Accounts is specific to Microsoft Dynamics 365 and Transactions to Ramp — each maps to any object or custom field on the other side. | |
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. | Contacts is specific to Microsoft Dynamics 365 and Cards to Ramp — each maps to any object or custom field on the other side. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. | Leads is specific to Microsoft Dynamics 365 and Users to Ramp — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. | Opportunities is specific to Microsoft Dynamics 365 and Departments to Ramp — each maps to any object or custom field on the other side. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. | Cases (Incidents) is specific to Microsoft Dynamics 365 and Reimbursements to Ramp — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and Ramp
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.
Microsoft Dynamics 365 Ramp Sub-second propagation
DetectionMicrosoft Dynamics 365 pushes changes as they happen — webhook events backed by change data capture. Change data capture (CDC) via the Dynamics 365 Change Tracking feature.
DeliveryEach detected change is written to Ramp through its API, with automatic retries and rate-limit backoff.
Ramp Microsoft Dynamics 365 Sub-second propagation
DetectionRamp notifies Stacksync of record changes through webhook events. Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Ramp: 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
What ships with Microsoft Dynamics 365 ⇄ Ramp
Connect Microsoft Dynamics 365 and Ramp for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Ramp connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Ramp 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 Microsoft Dynamics 365 or Ramp record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Ramp sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 and Ramp.
How the Microsoft Dynamics 365 and Ramp connectors work
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
Ramp
- Integration surface
- REST API (Developer API v1)
- Authentication
- OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write).
- Change detection
- Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed.
- Capabilities
- read · write · webhooks
- Rate limits
- 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
How it works
How to connect Microsoft Dynamics 365 to Ramp — 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 Microsoft Dynamics 365 and Ramp with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft Dynamics 365
connected
Ramp
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Ramp 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 · Microsoft Dynamics 365 ⇄ RampCustomers 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.
Microsoft Dynamics 365 RampCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Ramp integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Ramp: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Custom Tables and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Ramp side: Departments, Reimbursements, Bills, Vendors, plus custom fields where Ramp exposes them. On the Microsoft Dynamics 365 side: Products, Activities, Custom Tables, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Microsoft Dynamics 365 and Ramp: Where Microsoft Dynamics 365 collects payments or triggers charges: events land in Ramp; Where Microsoft Dynamics 365 tracks people or companies: one identity; Where Microsoft Dynamics 365 handles customer conversations: billing context in view. Payment and charge activity flows into Ramp as it happens, so the books reflect reality without manual reconciliation.
-
Microsoft Dynamics 365: 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). Ramp: REST API (Developer API v1). Authentication: OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write). Stacksync manages authentication, retries, and rate limits on both sides.
-
Ramp: Vendors and GL accounts live under the /accounting namespace keyed to accounting connections and entities, so multi-entity setups are mapped per entity. Microsoft Dynamics 365: CDC on custom entities does not work until Change Tracking is manually enabled per table in Power Apps/Dataverse. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 and Ramp without custom code.
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
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 508 integrations available for Microsoft Dynamics 365 and Ramp.
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