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ERP ⇄ Data warehouse

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

Keep Dynamics 365 F&O and Rockset 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Dynamics 365 F&O and Rockset

Put Dynamics 365 F&O's records in Rockset as live tables for reporting and analysis, without extract jobs, and write results back where Dynamics 365 F&O can use them.

ERP data is some of the most asked-for data in the warehouse and some of the hardest to get: the record types are many, the APIs are strict, and extract jobs are brittle. Whether Dynamics 365 F&O carries financials, operations, workforce data, or all three, the analysis belongs in Rockset next to everything else the company measures.

Stacksync syncs Customer Invoices, Vendor Invoices, General Journal Entries, On-hand Inventory from Dynamics 365 F&O into tables in Rockset continuously, managing API limits and schema drift along the way. The connection is bi-directional, so values computed in Rockset can be written back to fields in Dynamics 365 F&O where that is useful.

Common use cases

  • Sync Postgres or DynamoDB tables into collections for low-latency aggregations without loading a batch warehouse.
  • Read query results back into an operational database to expose computed metrics to applications.
  • 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.

Group reporting across systems

Combine Dynamics 365 F&O's records with data synced from other systems in Rockset for consolidated views no single system can produce.

Write-back where Dynamics 365 F&O exposes writable fields

Classifications or reference values computed in Rockset sync back onto the corresponding records in Dynamics 365 F&O.

Where Dynamics 365 F&O holds the books: finance reporting from live data

Financial records land in Rockset as they change, so period-end reporting queries current numbers rather than last night's extract.

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

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 Rockset objects
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Virtual Instances Isolated compute units that separate ingest from query workloads.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Collections Schemaless document containers that ingested and synced records land in.
Vendors Supplier master records; synced with procurement and AP tools. Documents JSON records addressable by _id, written via the Write API in sync pipelines.
Released Products Sellable product master; read out to commerce channels and CRM catalogs. Workspaces Namespaces that group collections and query lambdas per team or environment.
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Aliases Stable names that point at collections, used to swap datasets without changing queries.
What ships with Dynamics 365 F&O ⇄ Rockset

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Rockset 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 Rockset.

How the Dynamics 365 F&O and Rockset 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

Rockset

Integration surface
REST API (SQL over HTTP, plus a document Write API)
Authentication
API key
Change detection
Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
Capabilities
read · write
How it works

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

    Choose tables

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

Dynamics 365 F&O and Rockset 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 Rockset.

Popular · 8 of 386
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