--- title: "Dynamics 365 Finance and SQL Server two-way sync for…" description: "Connect selected Dynamics records to an operational SQL Server view that keeps forecasts and firm releases distinguishable." canonical: https://www.stacksync.com/use-case/automotive-dynamics-sql-server-two-way-sync last_modified: 2026-09-21 --- Automotive components # Dynamics 365 Finance and SQL Server two-way sync for automotive suppliers > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Automotive components systems connected through Stacksync two-way sync: Salesforce, NetSuite, Dynamics 365 F&O, SQL Server, PostgreSQL](https://www.stacksync.com/images/industry-heroes/icp-automotive-components-800.webp) Connect selected Dynamics records to an operational SQL Server view that keeps forecasts and firm releases distinguishable. Stacksync fits automotive component suppliers whose planners reconcile customer, plant and part demand across systems. Preserve the business meaning of each source and the owner of accepted planning decisions before enabling any return updates. A report adds forecast and firm quantities together or misses a line-level release change, leaving planners to rebuild the accepted requirement manually. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem Supply-chain, quality and IT teams at US automotive component suppliers with 100–1,000 employees. ### Separate demand meanings Keep forecast context, requested releases and accepted commitments visible before calculating the planning view. ### Preserve plant and line identity Retain the references needed to distinguish similar parts and order numbers across customer sites or companies. ### Make freshness testable Validate the relevant entity and child changes, with explicit rules for proposals returned to the application. The process, end to end ## Follow the work across systems a supplier’s IT and planning teams want one explainable view of demand by customer plant. Evaluate overlapping forecast and release quantities, then deliver an older revision late. The result should preserve the agreed interpretation and current accepted state. [Dynamics 365 F&O connector](https://www.stacksync.com/connectors/dynamics-365-finance-operations) [SQL Server connector](https://www.stacksync.com/connectors/sql-server) [Review the integration details ↗](https://www.stacksync.com/integrations/dynamics-365-finance-operations-and-sql-server) Scope your implementation ## Bring these details to the demo - Representative forecast and firm-release records for one customer. - The agreed interpretation and version rules used by planning. - Selected Dynamics entities, SQL tables and their access owners. Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Automotive component suppliers: connect Salesforce program awards and NetSuite demand](https://www.stacksync.com/blog/automotive-components-salesforce-netsuite-program-award-demand) Program identity can tie a Salesforce award to NetSuite customer, plant and part records while estimates, forecasts and accepted releases keep their own meaning. - [Automotive suppliers: separate firm releases and forecasts in Dynamics and SQL Server](https://www.stacksync.com/blog/automotive-dynamics-sql-server-firm-release-forecast) A planning view that shows forecast, requested and accepted quantities side by side, with the accepted total explained from documented customer rules rather than a SQL sum. - [Automotive components: connect NetSuite shipments to Postgres lot evidence](https://www.stacksync.com/blog/automotive-netsuite-postgres-lot-shipment-traceability) Shipment evidence that answers which recorded lots supplied one NetSuite shipment line, reconciled by quantity and open about gaps in the Postgres record. [Explore all automotive components integration and automation guides ↗](https://www.stacksync.com/industry/manufacturing/automotive-components) ## Common evaluation questions ### What has to be switched on in Dynamics 365 before the planning view can be trusted? Change tracking on each Dynamics 365 entity the view reads. Where an entity cannot have it enabled, the connector falls back to a periodic full sync, so write that interval next to the view as its freshness limit. Check the tracking mode too: primary-table tracking captures root-record changes only, so an edit on a line or child table by itself is not captured. Test one child-level quantity change before scoping the rest. If planners' proposals are to travel back, a DBA also enables change data capture on the SQL Server tables with the one-time setup script. The sync moves the selected records and their versions; it does not decide which of two overlapping quantities is firm, so planning's interpretation rule has to exist before the first row lands. ### What happens when an older release version reaches SQL Server after a correction? Deliver the older version deliberately during the evaluation. The SQL Server view should keep the corrected release as the current accepted state and retain the late arrival as history with its source version and receipt time. Then change one line quantity in Dynamics 365 and confirm the change reaches the view without altering the forecast row for the same plant, part and period. Planners review any conflict; the sync does not pick a winner by arrival order. ### How should value be measured? Compare reconciliation effort, unexplained quantity differences and stale-data corrections, separately from physical production performance. ### Which Stacksync product should the Dynamics 365 and SQL Server planning view start with? Start with two-way sync between Dynamics 365 Finance and Operations and SQL Server, scoped to the demand source, plant-part-period key and source version records planning already trusts. Add workflows once the accepted planning interpretation needs owner sign-off, such as routing an unresolved plant code to master-data review. Genies come next when planners want a release exception assistant that assembles quantity and date differences for review. EDI comes last, when a customer’s agreed order and change documents must reach Dynamics 365; transport is not record sync.