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ERP ⇄ Marketing

Dynamics 365 Business Central to Rollworks integration — real-time, two-way sync

Keep Dynamics 365 Business Central and Rollworks 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 Dynamics 365 Business Central and Rollworks

Feed the real customer, order, and revenue records from Dynamics 365 Business Central into Rollworks so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Dynamics 365 Business Central holds exactly that: General Ledger Entries, Journals, Dimensions, Payments that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs General Ledger Entries, Journals, Dimensions, Payments in Dynamics 365 Business Central with Account Tiers, Accounts (TAL Items), Audience Segments, Campaigns in Rollworks in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Rollworks works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Rollworks flow back onto the record in Dynamics 365 Business Central.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Sync vendor and purchase order data with procurement or AP automation tools.
  • 02 Create sales orders in Business Central automatically from e-commerce or CRM order records, and sync fulfillment status back.
  • 03 Activate high-intent accounts by writing them into a Target Account List tier when a product or intent signal fires in an operational database.
  • 04 Create and edit Prospecting v2 Campaigns and Ad Groups programmatically so budgets and targeting stay in step with an internal planning system.

Common sync patterns

Consent and contact changes travel

Email, address, or subscription-status changes stay aligned across both systems, so a customer who updates their details or opts out is respected everywhere.

Purchase history drives segmentation

Orders, invoices, and revenue totals from Dynamics 365 Business Central land on the matching contact or account in Rollworks, so audiences are built from what customers actually bought and spent rather than from guesses.

Suppress or target existing customers

Because Dynamics 365 Business Central knows who is already a paying customer, Rollworks can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

What you can sync between Dynamics 365 Business Central and Rollworks

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.

Dynamics 365 Business Central objects Rollworks objects How this pairing syncs
Items Product and inventory records aligned with e-commerce and warehouse systems. Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Items is specific to Dynamics 365 Business Central and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side.
Sales Orders Order headers and lines created from external channels and read back for fulfillment status. Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Sales Orders is specific to Dynamics 365 Business Central and Target Account Lists to Rollworks — each maps to any object or custom field on the other side.
Sales Invoices Billing documents synced to CRMs and payment platforms. Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Sales Invoices is specific to Dynamics 365 Business Central and Account Tiers to Rollworks — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Purchase Orders is specific to Dynamics 365 Business Central and Accounts (TAL Items) to Rollworks — each maps to any object or custom field on the other side.
General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. General Ledger Entries is specific to Dynamics 365 Business Central and Audience Segments to Rollworks — each maps to any object or custom field on the other side.
Journals Staging records for financial postings created by integrations before posting. Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Journals is specific to Dynamics 365 Business Central and Campaigns to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Dynamics 365 Business Central and Rollworks

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.

Dynamics 365 Business Central Rollworks Sub-second propagation

DetectionDynamics 365 Business Central notifies Stacksync of record changes through webhook events. API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime.

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

Rollworks Dynamics 365 Business Central Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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

Rate-limit considerations

  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Dynamics 365 Business Central ⇄ Rollworks

Connect Dynamics 365 Business Central and Rollworks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 Business Central–Rollworks connection.

Real-time

Two-way sync

Changes in Dynamics 365 Business Central or Rollworks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 Business Central or Rollworks 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 Dynamics 365 Business Central or Rollworks record.

Observability

Monitoring

Track your Dynamics 365 Business Central ⇄ Rollworks sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dynamics 365 Business Central and Rollworks.

How the Dynamics 365 Business Central and Rollworks connectors work

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

How to connect Dynamics 365 Business Central to Rollworks — 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 Dynamics 365 Business Central and Rollworks 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
    Dynamics 365 Business Central connected
    Rollworks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dynamics 365 Business Central and Rollworks 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 · Dynamics 365 Business Central ⇄ Rollworks
    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
    Dynamics 365 Business Central Rollworks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Dynamics 365 Business Central and Rollworks 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.

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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 373 integrations available for Dynamics 365 Business Central and Rollworks.

Popular · 6 of 373
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