Skip to content
Business productivity ⇄ ERP

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

Keep ConnectWise 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 ConnectWise and Dynamics 365 F&O

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Dynamics 365 F&O.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. ConnectWise is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Activities, Companies, Contacts, Service Tickets in ConnectWise with Sales Orders, Purchase Orders, Customer Invoices, Vendor Invoices in Dynamics 365 F&O bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • Distribute product and price master data from F&O to downstream channels through a synced database.

Where ConnectWise faces customers and Dynamics 365 F&O carries account records

Order, invoice, or account status from Dynamics 365 F&O appears alongside the customer in ConnectWise, so front-line teams answer from live data.

Where ConnectWise collects payments: transactions post through

Payment events sync into Dynamics 365 F&O as they occur, keeping the enterprise records current without manual entry.

Where Dynamics 365 F&O is the HR or people system of record

Worker and organization data from Dynamics 365 F&O stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

What you can sync between ConnectWise 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.

ConnectWise objects Dynamics 365 F&O objects
Activities Sales and service activity records synced for engagement reporting. General Journal Entries GL postings; read-only extracts for consolidated finance reporting.
Companies Client and prospect account records that anchor most other PSA data in a sync. On-hand Inventory Stock positions; read out to storefronts and internal apps for availability.
Contacts People attached to companies, commonly synced against CRM contact records. Customers Customer master records; kept aligned with CRM accounts in two-way syncs.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Vendors Supplier master records; synced with procurement and AP tools.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Released Products Sellable product master; read out to commerce channels and CRM catalogs.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment.
What ships with ConnectWise ⇄ Dynamics 365 F&O

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

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

Real-time

Two-way sync

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

Observability

Monitoring

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

How the ConnectWise and Dynamics 365 F&O connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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

    Choose tables

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

ConnectWise 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 ConnectWise and Dynamics 365 F&O.

Popular · 8 of 386
All ConnectWise 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