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CRM ⇄ ERP

Microsoft Dynamics 365 Sales to Rootstock ERP integration — real-time, two-way sync

Keep Microsoft Dynamics 365 Sales and Rootstock ERP 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 Microsoft Dynamics 365 Sales and Rootstock ERP

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

Microsoft Dynamics 365 Sales holds the customer relationship; Rootstock ERP 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 Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales with Salesforce Accounts and Contacts, Sales Orders, Work Orders, Purchase Orders in Rootstock ERP 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

  • Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Where Rootstock ERP manages people and org data: keep Microsoft Dynamics 365 Sales aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in Microsoft Dynamics 365 Sales.

Where Rootstock ERP handles order-to-cash: closed-won flows through

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

Where Rootstock ERP is the finance system of record: money status on the account

Invoice and payment state from Rootstock ERP shows on the account in Microsoft Dynamics 365 Sales, so reps see balances before promising the next order.

What you can sync between Microsoft Dynamics 365 Sales and Rootstock ERP

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 Sales objects Rootstock ERP objects
Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools.
Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Purchase Orders Procurement documents synced with supplier portals and AP systems.
Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems.
Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Bills of Material Multi-level product structures read for costing and planning integrations.
Activities Emails, calls, appointments, and tasks; read out for activity analytics. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
What ships with Microsoft Dynamics 365 Sales ⇄ Rootstock ERP

Connect Microsoft Dynamics 365 Sales and Rootstock ERP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Rootstock ERP 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 Sales or Rootstock ERP record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ Rootstock ERP 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 Sales and Rootstock ERP.

How the Microsoft Dynamics 365 Sales and Rootstock ERP connectors work

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.

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

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

    Choose tables

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

Microsoft Dynamics 365 Sales and Rootstock ERP 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 Microsoft Dynamics 365 Sales and Rootstock ERP.

Popular · 8 of 386
All Microsoft Dynamics 365 Sales integrations All Rootstock ERP integrations Browse all integrations
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