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CRM ⇄ ERP

Close to Dynamics 365 Business Central integration — real-time, two-way sync

Keep Close and Dynamics 365 Business Central 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 Close and Dynamics 365 Business Central

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

Close holds the customer relationship; Dynamics 365 Business Central 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 Users, Smart Views, Leads, Contacts in Close with Purchase Orders, General Ledger Entries, Journals, Dimensions in Dynamics 365 Business Central 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

  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Sync vendor and purchase order data with procurement or AP automation tools.
  • Create sales orders in Business Central automatically from e-commerce or CRM order records, and sync fulfillment status back.

Where Dynamics 365 Business Central manages people and org data: keep Close aligned

Owners, territories, and org structure informed by Dynamics 365 Business Central stay current in Close.

Where Dynamics 365 Business Central handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in Dynamics 365 Business Central with clean data, so fulfillment and invoicing start without re-entry.

Where Dynamics 365 Business Central is the finance system of record: money status on the account

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

What you can sync between Close and Dynamics 365 Business Central

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 Business Central objects
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Vendors Supplier master data synced with procurement and AP automation tools.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Items Product and inventory records aligned with e-commerce and warehouse systems.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Sales Orders Order headers and lines created from external channels and read back for fulfillment status.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Sales Invoices Billing documents synced to CRMs and payment platforms.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Purchase Orders Procurement documents exchanged with supplier-facing systems.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable.
What ships with Close ⇄ Dynamics 365 Business Central

Connect Close and Dynamics 365 Business Central for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Close or Dynamics 365 Business Central 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 Business Central 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 Business Central record.

Observability

Monitoring

Track your Close ⇄ Dynamics 365 Business Central 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 Business Central.

How the Close and Dynamics 365 Business Central 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 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect Close to Dynamics 365 Business Central — 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 Business Central 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 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and Dynamics 365 Business Central 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 Business Central
    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 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and Dynamics 365 Business Central 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 Business Central.

Popular · 8 of 386
All Close integrations All Dynamics 365 Business Central integrations Browse all integrations
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