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Accounting and finance ⇄ ERP

Anaplan to Dynamics 365 F&O integration — real-time, two-way sync

Keep Anaplan and Dynamics 365 F&O 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 Anaplan and Dynamics 365 F&O

Keep Anaplan and Dynamics 365 F&O agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Versions, Import and Export Actions, Processes, Cell Data in Anaplan with Vendor Invoices, General Journal Entries, On-hand Inventory, Customers in Dynamics 365 F&O in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • Load actuals from an ERP or warehouse into Anaplan modules so forecasts start from current financials.
  • Sync CRM pipeline data into Anaplan for sales capacity and quota planning.
  • Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.
  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.

Subsidiary to headquarters

Where Anaplan serves a business unit and Dynamics 365 F&O is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

Migration without a hard cutover

When one system is replacing the other, run both in parallel with records matching until the switch is complete.

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

What you can sync between Anaplan and Dynamics 365 F&O

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.

Anaplan objects Dynamics 365 F&O objects
Import and Export Actions Predefined data-movement definitions the Bulk API executes. General Journal Entries GL postings; read-only extracts for consolidated finance reporting.
Processes Ordered bundles of actions run as a unit during scheduled syncs. On-hand Inventory Stock positions; read out to storefronts and internal apps for availability.
Cell Data Individual intersections readable and writable through the transactional API. Customers Customer master records; kept aligned with CRM accounts in two-way syncs.
Models The planning workspaces that contain all data; syncs target a specific model. Vendors Supplier master records; synced with procurement and AP tools.
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Released Products Sellable product master; read out to commerce channels and CRM catalogs.
Line Items The measures within a module, mapped to columns or metrics in syncs. Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment.
What ships with Anaplan ⇄ Dynamics 365 F&O

Connect Anaplan and Dynamics 365 F&O for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Dynamics 365 F&O connection.

Real-time

Two-way sync

Changes in Anaplan or Dynamics 365 F&O instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Dynamics 365 F&O 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 Anaplan or Dynamics 365 F&O record.

Observability

Monitoring

Track your Anaplan ⇄ Dynamics 365 F&O sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Anaplan and Dynamics 365 F&O.

How the Anaplan and Dynamics 365 F&O connectors work

Anaplan

Integration surface
REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
Authentication
Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
Change detection
Polling and scheduled export actions; the platform does not expose change events
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; large data movements are designed to run through bulk actions

Dynamics 365 F&O

Integration surface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable
Capabilities
read · write · CDC · webhooks
Rate limits
OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
Dynamics 365 F&O setup guide
How it works

How to connect Anaplan to Dynamics 365 F&O — 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 Anaplan and Dynamics 365 F&O 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
    Anaplan connected
    Dynamics 365 F&O connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and Dynamics 365 F&O 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 · Anaplan ⇄ Dynamics 365 F&O
    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
    Anaplan Dynamics 365 F&O
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Anaplan and Dynamics 365 F&O 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 Anaplan and Dynamics 365 F&O.

Popular · 8 of 386
All Anaplan integrations All Dynamics 365 F&O integrations Browse all integrations
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