Stacksync MCP is here. Give Claude, Cursor, and any MCP client governed access to your syncs, workflows, and connections.
Set up MCP
Salesforce 
HubSpot 
NetSuite 
Zendesk 
Microsoft Dynamics 365 Sales 
Dynamics 365 F&O 
Attio 
Pipedrive 
Zoho CRM 
Campfire 
Rillet 
Front 
Shopify 
Amazon Seller Central 
SendGrid Keep supported Microsoft Dynamics 365 and NetSuite records aligned with two-way sync. Give each team access to current data while controlling which system can update each field.
Set this up from Claude or ChatGPT
Example workflow
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting eventA change involving Microsoft Dynamics 365 Accounts or NetSuite Customer needs a defined result in the other system.
Start with Microsoft Dynamics 365 Accounts and NetSuite Customer. 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.
What to verifyTest an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Review records and field ownershipAI assistant
Connect the Stacksync MCP server to your AI assistant, then ask for the sync in plain language. You only sign in; there is no code to write and no API key to paste.
Server URL
https://mcp.stacksync.com/mcp codex mcp add stacksync --url https://mcp.stacksync.com/mcp
codex mcp login stacksyncComplete the browser sign-in with your Stacksync account, then start a new Codex session.
claude mcp add --transport http stacksync https://mcp.stacksync.com/mcpOpen Claude Code, run /mcp, select stacksync and complete the browser sign-in.
Then ask: “List my Stacksync workspaces.” Sign-in connects your assistant; it does not create a sync yet.
Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other assistants: setup steps in the docs.
Create a two-way sync between my Microsoft Dynamics 365 and NetSuite.
You can also ask for workflows and AI agents (Genies) that use Microsoft Dynamics 365 and NetSuite. The assistant checks what each app supports, for example:
New to Stacksync? Create an account first, then sign in from your assistant.
Mapping essentials
Match records by stable IDs and assign an owner for each field. The record notes identify the coverage to check.
Download the mapping worksheetCSV · No email required
| Microsoft Dynamics 365 record | NetSuite record | Record matching | Field ownership |
|---|---|---|---|
| AccountsProposed record; confirm Stacksync object support.Customer identity assessment | CustomerDocumented record: Read: Supported. Write: Supported. | 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. | 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. |
| ContactsProposed record; confirm Stacksync object support.Customer identity assessment | CustomerDocumented record: Read: Supported. Write: Supported. | 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. | 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. |
| ContactsProposed record; confirm Stacksync object support.Record matching | ContactDocumented record: Read: Supported. Write: Supported. | Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. | Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone. |
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Why teams connect Microsoft Dynamics 365 and NetSuite
Start with the work your team needs to complete: keep records up to date, make operational data available for reporting, or move data to a new system. Choose one Microsoft Dynamics 365 and NetSuite workflow to test, define what success looks like, and decide who handles failed updates.
Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
Sync customers, sales orders, and invoices to an operational Postgres database so teams query ERP data without writing SuiteScript.
Expose item and inventory data to internal applications through a continuously synced database table.
Start with the records your workflow needs. Check each system’s read and write requirements before mapping fields.
Read and write support varies by record
Record types covered in the setup guide
| Record types | Coverage and requirements |
|---|---|
| Requires account access and compatible change tracking. Confirm field permissions and sync direction. |
| Requires API exposure and compatible change tracking. Confirm field permissions and sync direction. |
Read and write support varies by record
Record types covered in the setup guide
| Record types | Coverage and requirements |
|---|---|
| Reading: Supported. Updating this object: Supported. |
| Supported. Confirm field permissions and sync direction. |
| Reading: Supported. Updating this object: Request access. |
| Reading: Supported. Updating this object: Coming soon. |
| Reading: Request access. Updating this object: Request access. |
| Reading: Supported. Updating this object: Read-only object. |
| Reading: Request access. Updating this object: Read-only object. |
Review how each system connects, detects changes, and permits access to your records.
View setup requirements and limits| Connection requirement | Microsoft Dynamics 365 | NetSuite |
|---|---|---|
| Integration interface | REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface | SuiteTalk REST and SOAP web services, plus SuiteQL queries |
| Authentication | Microsoft OAuth sign-in | Token-Based Authentication |
| Change detection | Incremental sync uses Dynamics Change Tracking; custom entities need Track Changes enabled. | Read and write support is documented by object; the source guide does not establish one change-detection method or frequency for every object. |
| Read access | Available for supported records | Available for supported records |
| Write access | Available for supported records | Available for supported records |
Enterprise controls
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Inspect sync errors and use retry and revert controls to resolve failed updates.
Read the recovery guideImplementation
Review setup, record relationships, testing, and recovery for your implementation.
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
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.
Setup guides: Authorize Dynamics 365 CRM
Setup guides: Authorize NetSuite
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 NetSuite planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
Keep each record tied to its source ID. Use the references below to choose field owners and preserve relationships between records.
Download the mapping worksheet · CSV, no email required
Customer identity
Before linking Microsoft Dynamics 365 Accounts to NetSuite Customer, check whether the customer is an individual or a company. Match the correct record type in each system.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Fields to include
References: Microsoft Dynamics 365: Accounts documentationNetSuite: Customer documentation
Customer identity
Before linking Microsoft Dynamics 365 Contacts to NetSuite Customer, check whether the customer is an individual or a company. Match the correct record type in each system.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Fields to include
References: Microsoft Dynamics 365: Contacts documentationNetSuite: Customer documentation
Record matching
Compare whether Microsoft Dynamics 365 Contacts and NetSuite Contact describe the same contact in your business.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Fields to include
References: Microsoft Dynamics 365: Contacts documentationNetSuite: Contact documentation
Record matching
Compare whether Microsoft Dynamics 365 Quotes, Orders & Invoices and NetSuite Invoice describe the same customer invoice in your business.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Fields to include
References: Microsoft Dynamics 365: Quotes, Orders & Invoices documentationNetSuite: Invoice documentation
Business process
Approved sales handoff: Microsoft Dynamics 365 Opportunities provides context for NetSuite Sales Order. These are related records, not equivalent entities.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Fields to include
References: Microsoft Dynamics 365: Opportunities documentationNetSuite: Sales Order documentation
Business process
Order-to-invoice handoff: NetSuite Sales Order provides context for Microsoft Dynamics 365 Quotes, Orders & Invoices. These are related records, not equivalent entities.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Fields to include
References: Microsoft Dynamics 365: Quotes, Orders & Invoices documentationNetSuite: Sales Order documentation
This pair can involve both record sync and process handoffs. Keep the Opportunities / Sales Order relationship explicit: copying fields and creating a downstream business transaction require different validation.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting event: A change to the selected Accounts or Customer record needs a defined result in the other system.
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.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting event: A change to the selected Contacts or Customer record needs a defined result in the other system.
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.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting event: A change to the selected Contacts or Contact record needs a defined result in the other system.
Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.
If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Validate the selected objects and operations even where connector-level direction is documented.
Starting event: A finance-owned record in NetSuite needs operational visibility through Accounts or Contacts.
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.
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
The expected customer relationship is preserved with no duplicate action or unintended write.
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
The expected customer relationship is preserved with no duplicate action or unintended write.
Test an email change, two records sharing an email, and a person associated with multiple organizations.
The expected contact relationship is preserved with no duplicate action or unintended write.
Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
The expected customer invoice relationship is preserved with no duplicate action or unintended write.
Check that each connected account can read and write the chosen objects. Exercise both directions with a test record before enabling production changes.
Only an approved, supported direction and permitted fields are written.
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.
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Inspect Microsoft Dynamics 365 Accounts and NetSuite Customer, their IDs, and the destination error.
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Inspect Microsoft Dynamics 365 Contacts and NetSuite Customer, their IDs, and the destination error.
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Inspect Microsoft Dynamics 365 Contacts and NetSuite Contact, their IDs, and the destination error.
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Check the Microsoft Dynamics 365 and NetSuite connector guides, account permissions, and any operations marked On Request.
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Compare current source values, destination validation, identity mappings, and any side effects already completed.
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.
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
Detect changesIncremental sync uses Dynamics Change Tracking; custom entities need Track Changes enabled.
Apply updatesSelected writable fields update in NetSuite. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.
Detect changesRead and write support is documented by object; the source guide does not establish one change-detection method or frequency for every object.
Apply updatesSelected writable fields update in Microsoft Dynamics 365. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.
Stacksync connects Microsoft Dynamics 365 and NetSuite with two-way sync for supported records. Authorize the accounts, select the record types, and map compatible fields. Both connectors support reading and writing; object permissions determine the available fields. Use the Issues dashboard to inspect and resolve rejected updates.
Stacksync supports two-way sync between writable records in both systems. The chosen objects and fields must permit updates in both directions. Read-only fields can supply values but cannot receive updates. Stacksync can read database views; it does not write back to the view.
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. Have a NetSuite administrator enable web services and token-based authentication, then create an integration record and access token. 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.
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.
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.
Start by reviewing Accounts in Microsoft Dynamics 365 and Customer in NetSuite. 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.
This pair can involve both record sync and process handoffs. Keep the Opportunities / Sales Order relationship explicit: copying fields and creating a downstream business transaction require different validation.
Integration directory
Review documented support, sync direction, and setup requirements on each pair page. Search all 536 integrations listed for Microsoft Dynamics 365 and NetSuite.
Next step
Walk through your Microsoft Dynamics 365 and NetSuite records, field mappings, and requirements with an integration engineer.
