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ERP ⇄ Business productivity

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

Keep Dynamics 365 F&O and Lemlist 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 Dynamics 365 F&O and Lemlist

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Lemlist 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. Lemlist 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Team Members, Campaigns, Leads, Activities in Lemlist with Released Products, Sales Orders, Purchase Orders, Customer 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

  • Stop or pause sequences automatically when a reply converts to a deal in the CRM
  • Mirror campaign performance data into BI tools for outbound reporting across senders
  • Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.
  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.

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 Lemlist, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Lemlist 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 Lemlist, so front-line teams answer from live data.

What you can sync between Dynamics 365 F&O and Lemlist

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.

Dynamics 365 F&O objects Lemlist objects
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Activities Engagement records such as opens, clicks, replies, and bounces sync to CRM timelines.
Vendor Invoices AP documents; synced with invoice automation systems. Unsubscribes Opt-out records propagate to other outreach tools and the CRM for compliance.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Webhooks Hook subscriptions define which activity events are pushed to external endpoints.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Team Members Sender and seat records map outreach activity to reps in other systems.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Campaigns Outreach campaigns are the container leads are pushed into from CRMs and list-building workflows.
Vendors Supplier master records; synced with procurement and AP tools. Leads Per-campaign prospect records sync in from enrichment sources and back out with status.
What ships with Dynamics 365 F&O ⇄ Lemlist

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

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

Real-time

Two-way sync

Changes in Dynamics 365 F&O or Lemlist instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 F&O or Lemlist 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 Dynamics 365 F&O or Lemlist record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Lemlist sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dynamics 365 F&O and Lemlist.

How the Dynamics 365 F&O and Lemlist connectors work

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

Lemlist

Integration surface
REST API
Authentication
API key
Change detection
Webhooks on outreach activity events, plus polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Dynamics 365 F&O to Lemlist — 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 Dynamics 365 F&O and Lemlist 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
    Dynamics 365 F&O connected
    Lemlist connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Dynamics 365 F&O and Lemlist 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 Dynamics 365 F&O and Lemlist.

Popular · 8 of 386
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