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CRM ⇄ ERP

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

Keep Creatio CRM 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

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Why teams connect Creatio CRM and Dynamics 365 F&O

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

Creatio CRM 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 Leads, Opportunities, Activities, Cases in Creatio CRM with Sales Orders, Purchase Orders, Customer Invoices, Vendor Invoices 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

  • Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
  • Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
  • 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 Creatio CRM, 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 Creatio CRM aligned

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

What you can sync between Creatio CRM 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.

Creatio CRM objects Dynamics 365 F&O objects
Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. Customers Customer master records; kept aligned with CRM accounts in two-way syncs.
Contacts Person records linked to accounts, activities, and cases. Vendors Supplier master records; synced with procurement and AP tools.
Leads Inbound interest records qualified into opportunities; synced for funnel reporting. Released Products Sellable product master; read out to commerce channels and CRM catalogs.
Opportunities Deal records with stages and amounts used in revenue syncs. Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment.
Activities Tasks, calls, and meetings tied to records for engagement tracking. Purchase Orders Procurement transactions; extracted for spend and supply chain reporting.
Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. Customer Invoices AR billing documents; status synced back to CRM and customer success tools.
What ships with Creatio CRM ⇄ Dynamics 365 F&O

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

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

Real-time

Two-way sync

Changes in Creatio CRM 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 Creatio CRM 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 Creatio CRM or Dynamics 365 F&O record.

Observability

Monitoring

Track your Creatio CRM ⇄ 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 Creatio CRM and Dynamics 365 F&O.

How the Creatio CRM and Dynamics 365 F&O connectors work

Creatio CRM

Integration surface
OData REST API plus a proprietary DataService API
Authentication
OAuth 2.0 or cookie-based session authentication
Change detection
Polling on ModifiedOn system columns; outbound notifications require configuring business processes
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

    Pick the Creatio CRM 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 · Creatio CRM ⇄ 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
    Creatio CRM Dynamics 365 F&O
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Creatio CRM 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 Creatio CRM and Dynamics 365 F&O.

Popular · 8 of 386
All Creatio CRM integrations All Dynamics 365 F&O integrations Browse all integrations
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