Start with one meaningful update
Identify the record that changes in Microsoft Dynamics 365 or SAP, where it needs to appear, and which team depends on it.
Business productivity / ERP
Microsoft Dynamics 365 and SAP integration
Plan how Microsoft Dynamics 365 and SAP should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.
- Scope your workflow with an integration engineer
- Review the systems, records, and updates you need
Integration planning
stacksync.com Your integration scope
Start with the update your team needs
Bring the source, destination, and record types. A Stacksync engineer will help establish the available implementation path.
Review the integration scopeBuild the right connection
Turn your integration requirement into a clear implementation path
Explore a Microsoft Dynamics 365 and SAP integration with a Stacksync engineer. Stacksync support for SAP is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
Establish the available connection
Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.
Define a result you can verify
Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Celigo
Data and connection referencesAvailable documentation, candidate record relationships, and questions for your technical review.
Record coverage for your integration
Compare the record types in Microsoft Dynamics 365 and SAP, then choose the ones your workflow needs. Check each record's read and write support before mapping fields between systems.
Microsoft Dynamics 365
Record types covered in the setup guide
| Object or data type | Coverage and checks |
|---|---|
| Standard entities | Requires account access and compatible change tracking. Confirm field permissions and sync direction. |
| Custom entities | Requires API exposure and compatible change tracking. Confirm field permissions and sync direction. |
SAP
Record types to review with Stacksync
| Object or data type | Coverage and checks |
|---|---|
| Business Partners | Confirm support for this record type and the direction you need. |
| Materials (Products) | Confirm support for this record type and the direction you need. |
| Sales Orders | Confirm support for this record type and the direction you need. |
| Purchase Orders | Confirm support for this record type and the direction you need. |
View 2 more record types
| Object or data type | Coverage and checks |
|---|---|
| Outbound Deliveries | Confirm support for this record type and the direction you need. |
| Billing Documents | Confirm support for this record type and the direction you need. |
Connection requirements and limits
Microsoft Dynamics 365
- Integration interface
- 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
- Incremental sync uses Dynamics Change Tracking; custom entities need Track Changes enabled.
- Read access
- Available for supported records
- Write access
- Available for supported records
Limitations to check
- Custom-entity change tracking must be enabled before incremental changes can be captured.
Technical documentation
- Authorize Dynamics 365 CRM
- Dynamics 365 CRM
- Enable Changes Detection Capture (CDC) for Custom Entities
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
SAP
- Integration interface
- OData (v2/v4) APIs on S/4HANA; BAPI/RFC and IDoc on ECC and on-prem systems; SOAP services
- Authentication
- Confirm the credentials, API plan, and permissions required for SAP.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Limitations to check
- Confirm Stacksync support for SAP and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare your technical review
Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.
Implementation reference
Record identity and field ownership
Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
Download the mapping worksheetCSV · No email required · Record matching, ownership, and test cases
Customer identityAccounts Business Partners
Before linking Microsoft Dynamics 365 Accounts to SAP Business Partners, check whether the customer is an individual or a company. Match the correct record type in each system.
- Microsoft Dynamics 365
- Object support to establish
- SAP
- Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
References: Microsoft Dynamics 365: Accounts documentation
Customer identityContacts Business Partners
Before linking Microsoft Dynamics 365 Contacts to SAP Business Partners, check whether the customer is an individual or a company. Match the correct record type in each system.
- Microsoft Dynamics 365
- Object support to establish
- SAP
- Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
References: Microsoft Dynamics 365: Contacts documentation
Business processOpportunities Sales Orders
Approved sales handoff: Microsoft Dynamics 365 Opportunities provides context for SAP Sales Orders. These are related records, not equivalent entities.
- Microsoft Dynamics 365
- Object support to establish
- SAP
- Object support to establish
Record identity
Link the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.
Field ownership
Define the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
References: Microsoft Dynamics 365: Opportunities documentation
Business processQuotes, Orders & Invoices Sales Orders
Order-to-invoice handoff: SAP Sales Orders provides context for Microsoft Dynamics 365 Quotes, Orders & Invoices. These are related records, not equivalent entities.
- Microsoft Dynamics 365
- Object support to establish
- SAP
- Object support to establish
Record identity
Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order.
Field ownership
Finance owns invoice posting; the order system supplies the approved commercial context.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
References: Microsoft Dynamics 365: Quotes, Orders & Invoices documentation
Record matchingProducts Materials (Products)
Compare whether Microsoft Dynamics 365 Products and SAP Materials (Products) describe the same product or catalog item in your business.
- Microsoft Dynamics 365
- Object support to establish
- SAP
- Object support to establish
Record identity
Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
Field ownership
Assign ownership for catalog content, price, and stock separately.
Fields to include
- Source product ID
- SKU or variant reference
- Description
- Unit of measure
- Price-list reference
References: Microsoft Dynamics 365: Products documentation
Architecture decision
Choose how to connect your systems
Choose a method around one example record and the update your business needs. Use Accounts / Business Partners to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Stacksync managed sync
- Best fit
- Review compatibility with a Stacksync engineer using an example of the records and updates you need.
- Operating responsibility
- Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
- Before you choose
- Check record matching: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Verify field coverage, deletion handling, and how changes are detected.
Native vendor integration
- Best fit
- A vendor-built integration may fit if it supports your Microsoft Dynamics 365 and SAP record types.
- Operating responsibility
- Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
- Before you choose
- First check whether either vendor offers this integration. If available, verify Accounts / Business Partners, update direction, account tier, and related-record handling.
Custom API or workflow
- Best fit
- Consider explicit orchestration for the Opportunities / Sales Orders handoff.
- Operating responsibility
- Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
- Before you choose
- Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.
File or scheduled snapshot
- Best fit
- Consider for a one-time Microsoft Dynamics 365 / SAP migration or a reporting need with an explicit freshness window.
- Operating responsibility
- Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
- Before you choose
- Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.
Workflow reference
From a business event to the right update
Open a workflow to see its trigger, record relationships, and expected result.
Customer sync test
Starting event: A change to the selected Accounts or Business Partners record needs a defined result in the other system.
- Start with Microsoft Dynamics 365 Accounts and SAP Business Partners. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Customer sync test
Starting event: A change to the selected Contacts or Business Partners record needs a defined result in the other system.
- Start with Microsoft Dynamics 365 Contacts and SAP Business Partners. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Deal or opportunity process handoff
Starting event: A change to the selected Opportunities or Sales Orders record needs a defined result in the other system.
- Start with Microsoft Dynamics 365 Opportunities and SAP Sales Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
- Map the customer and sales pipeline before the opportunity; map stage values deliberately.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
If it fails: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
Reconcile SAP business records with Microsoft Dynamics 365
Starting event: A finance-owned record in SAP needs operational visibility through Accounts or Contacts.
- Select Business Partners or Materials (Products) with the correct legal entity, period, and currency.
- Define a reporting relationship in Microsoft Dynamics 365; do not equate customer records, ledger accounts, and posted transactions.
- Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.
Production readiness
Test the behavior your business depends on
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Accounts / Business Partners
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Contacts / Business Partners
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Opportunities / Sales Orders
Test case
Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
Expected result
The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.
Quotes, Orders & Invoices / Sales Orders
Test case
Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
Expected result
The expected sales order relationship is preserved with no duplicate action or unintended write.
Direction and permissions
Test case
Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.
Expected result
Only an approved, supported direction and permitted fields are written.
Freshness and reconciliation
Test case
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
Expected result
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Failure recovery
Find the cause. Restore the data flow.
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Rejected or repeated customer change
Investigate
Inspect Microsoft Dynamics 365 Accounts and SAP Business Partners, their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Rejected or repeated customer change
Investigate
Inspect Microsoft Dynamics 365 Contacts and SAP Business Partners, their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Rejected or repeated deal or opportunity change
Investigate
Inspect Microsoft Dynamics 365 Opportunities and SAP Sales Orders, their IDs, and the destination error.
Next action
Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
A record type or update is unavailable
Investigate
Check the Microsoft Dynamics 365 and SAP connector guides, account permissions, and any operations marked On Request.
Next action
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Source and destination disagree after a retry
Investigate
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Next action
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
Read the Stacksync issues dashboard guide for retry and revert behavior.
How updates move between Microsoft Dynamics 365 and SAP
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
Microsoft Dynamics 365 SAP Direction requires confirmation
Detect changesIncremental sync uses Dynamics Change Tracking; custom entities need Track Changes enabled.
Apply updatesConfirm that Stacksync can create or update the records you need in SAP.
SAP Microsoft Dynamics 365 Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in Microsoft Dynamics 365.
Update timing and record limits
- Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
- Custom-entity change tracking must be enabled before incremental changes can be captured.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare Microsoft Dynamics 365 and SAP access
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
Microsoft Dynamics 365 setup checklist
- Provide the Dynamics CRM environment URL and authorize the Stacksync app with Microsoft sign-in.
- For custom entities, enable Track Changes in Power Apps/Dataverse before validating incremental updates.
Setup guides: Authorize Dynamics 365 CRM
SAP setup checklist
- Identify the SAP account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for SAP, including read/write support, authentication, and initial-load limits.
Prepare to go live
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use the Microsoft Dynamics 365 and SAP planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
FAQ
Microsoft Dynamics 365 and SAP integration FAQ
-
Explore a Microsoft Dynamics 365 and SAP integration with a Stacksync engineer. Stacksync support for SAP is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
-
Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.
-
Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Provide the Dynamics CRM environment URL and authorize the Stacksync app with Microsoft sign-in. Identify the SAP account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.
-
Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
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No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
-
Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
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Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
-
Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
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Start by reviewing Accounts in Microsoft Dynamics 365 and Business Partners in SAP. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
-
Choose a method around one example record and the update your business needs. Use Accounts / Business Partners to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Related integration plans
Explore another route involving one of these systems.
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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.
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