Skip to content
CRM ⇄ ERP

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

Keep Close 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
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Close and Dynamics 365 F&O

Close the gap between front office and back office: Close and Dynamics 365 F&O share customers and status in real time, in both directions.

Close holds the customer relationship; Dynamics 365 F&O runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Smart Views, Leads, Contacts, Opportunities in Close with Vendor Invoices, General Journal Entries, On-hand Inventory, Customers in Dynamics 365 F&O field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Distribute product and price master data from F&O to downstream channels through a synced database.
  • Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.

Where Dynamics 365 F&O is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 F&O shows on the account in Close, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Dynamics 365 F&O manages people and org data: keep Close aligned

Owners, territories, and org structure informed by Dynamics 365 F&O stay current in Close.

What you can sync between Close 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.

Close objects Dynamics 365 F&O objects
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Vendor Invoices AP documents; synced with invoice automation systems.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. General Journal Entries GL postings; read-only extracts for consolidated finance reporting.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. On-hand Inventory Stock positions; read out to storefronts and internal apps for availability.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Customers Customer master records; kept aligned with CRM accounts in two-way syncs.
Users Sales reps referenced as owners on leads, opportunities, and activities. Vendors Supplier master records; synced with procurement and AP tools.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Released Products Sellable product master; read out to commerce channels and CRM catalogs.
What ships with Close ⇄ Dynamics 365 F&O

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

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

Real-time

Two-way sync

Changes in Close 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 Close 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 Close or Dynamics 365 F&O record.

Observability

Monitoring

Track your Close ⇄ 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 Close and Dynamics 365 F&O.

How the Close and Dynamics 365 F&O connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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 Close 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 Close 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
    Close connected
    Dynamics 365 F&O connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close 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 · Close ⇄ 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
    Close Dynamics 365 F&O
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Close 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 Close and Dynamics 365 F&O.

Popular · 8 of 386
All Close integrations All Dynamics 365 F&O integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own