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Accounting and finance ⇄ CRM

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

Keep Anaplan and Microsoft Dynamics 365 Sales 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

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Why teams connect Anaplan and Microsoft Dynamics 365 Sales

Sync customers, invoices, and payment status between Anaplan and Microsoft Dynamics 365 Sales in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Microsoft Dynamics 365 Sales knows the relationship: who the contacts are and what is in motion with the account. Anaplan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Processes, Cell Data, Models, Modules in Anaplan to Leads, Opportunities, Quotes, Orders in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

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.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Feed BI models with continuously updated CRM data instead of scheduled exports.

Collections with context

Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.

Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.

What you can sync between Anaplan and Microsoft Dynamics 365 Sales

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 Sales objects
Line Items The measures within a module, mapped to columns or metrics in syncs. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
List Items Individual dimension members created or updated from external systems of record. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Processes Ordered bundles of actions run as a unit during scheduled syncs. Contacts Person records linked to accounts; synced with marketing and support systems.
What ships with Anaplan ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Microsoft Dynamics 365 Sales 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 Sales record.

Observability

Monitoring

Track your Anaplan ⇄ Microsoft Dynamics 365 Sales 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 Sales.

How the Anaplan and Microsoft Dynamics 365 Sales 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 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.
How it works

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

    Choose tables

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

Anaplan and Microsoft Dynamics 365 Sales 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.

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 Sales.

Popular · 8 of 386
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