Real-time
Two-way sync
Changes in Anaplan or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ Business productivity
Anaplan to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Anaplan and Microsoft Dynamics 365 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
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Anaplan and Microsoft Dynamics 365
Connect the financial records in Anaplan with the work happening in Microsoft Dynamics 365, so both stay current without exports or copy-paste.
Anaplan holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft Dynamics 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Line Items, Lists, List Items, Versions in Anaplan and Contacts, Leads, Opportunities, Cases (Incidents) in Microsoft Dynamics 365 in sync, bi-directionally and in real time. Whatever records Microsoft Dynamics 365 keeps and whatever events it produces, the overlap with Anaplan is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- Sync CRM pipeline data into Anaplan for sales capacity and quota planning.
- Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
- 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.
Where Microsoft Dynamics 365 collects payments or triggers charges: events land in Anaplan
Payment and charge activity flows into Anaplan as it happens, so the books reflect reality without manual reconciliation.
Where Microsoft Dynamics 365 tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Where Microsoft Dynamics 365 is a docs or knowledge workspace: reference data kept fresh
Figures teams rely on, like customer status or outstanding balances, stay current wherever Microsoft Dynamics 365 surfaces them instead of going stale after a one-time paste.
What you can sync between Anaplan and Microsoft Dynamics 365
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 | Microsoft Dynamics 365 objects | |
|---|---|---|
| Line Items The measures within a module, mapped to columns or metrics in syncs. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | |
| Lists Dimension members (accounts, products, cost centers) synced from master data systems. | Leads Inbound records enriched and routed from external sources into sales queues. | |
| List Items Individual dimension members created or updated from external systems of record. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Products Catalog records aligned with ERP item masters. |
What ships with Anaplan ⇄ Microsoft Dynamics 365
Connect Anaplan and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Microsoft Dynamics 365 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 Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Anaplan ⇄ Microsoft Dynamics 365 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 Microsoft Dynamics 365.
How the Anaplan and Microsoft Dynamics 365 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
Microsoft Dynamics 365
- Integration surface
- REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
- Authentication
- Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
- Change detection
- Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
- Capabilities
- read · write · CDC · webhooks
How it works
How to connect Anaplan to Microsoft Dynamics 365 — 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.
- 01
Connect your apps
Authenticate Anaplan and Microsoft Dynamics 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Anaplan
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Microsoft Dynamics 365 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.
objects · Anaplan ⇄ Microsoft Dynamics 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Anaplan Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Anaplan's Line Items and Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Anaplan: 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. Microsoft Dynamics 365: REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface. Authentication: Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities). Stacksync manages authentication, retries, and rate limits on both sides.
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Anaplan: Anaplan's in-memory engine recalculates dependent line items on write, so loads propagate through model formulas immediately. Microsoft Dynamics 365: Change tracking returns only rows changed since a delta token, giving integrations an incremental read path without full re-pulls. Stacksync's field mapping accounts for these differences between Anaplan and Microsoft Dynamics 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Anaplan and Microsoft Dynamics 365 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Anaplan and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Anaplan and Microsoft Dynamics 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Anaplan and Microsoft Dynamics 365.
Popular · 8 of 386
- Anaplan ⇄ ServiceNow
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Anaplan ⇄ Slack -
Anaplan ⇄ Zendesk -
Anaplan ⇄ Campfire -
Microsoft Dynamics 365 ⇄ Rillet -
Microsoft Dynamics 365 ⇄ Workday -
Microsoft Dynamics 365 ⇄ Chargebee -
Microsoft Dynamics 365 ⇄ Hyperline
No integrations match .
