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ERP

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

Keep Dynamics 365 F&O and Rootstock ERP 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 Rootstock ERP

Two ERPs, one set of facts: Stacksync keeps Dynamics 365 F&O and Rootstock ERP consistent in real time, whether they split the business or one is replacing the other.

Companies run two ERPs for structural reasons: a two-tier setup with subsidiaries on lighter systems, an acquisition that brought its own stack, a split by function or region, or a migration that will take quarters. In all of these, some of the same organizations, people, and transactions exist in both systems, and keeping them aligned by hand is a standing tax on the back office.

Stacksync syncs Vendor Invoices, General Journal Entries, On-hand Inventory, Customers in Dynamics 365 F&O with Bills of Material, Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts in Rootstock ERP bi-directionally and in real time, with field-level mapping across the two data models and conflict rules you define. A record changed in either system is reflected in the other within seconds, not at the next interface run.

Common use cases

  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Shared master data

Where both systems keep records of the same customers, suppliers, or organizations, a correction in either updates the other.

Split by function

Where one system is the people or finance suite and the other runs operations, the records both sides depend on, such as organizations, cost centers, and reference data, stay in agreement.

Two-tier roll-up

Where subsidiaries run one system and headquarters runs the other, shared records and transactions flow up continuously, so consolidation starts from live data.

What you can sync between Dynamics 365 F&O and Rootstock ERP

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 Rootstock ERP objects
Vendor Invoices AP documents; synced with invoice automation systems. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Bills of Material Multi-level product structures read for costing and planning integrations.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
Vendors Supplier master records; synced with procurement and AP tools. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
Released Products Sellable product master; read out to commerce channels and CRM catalogs. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems.
What ships with Dynamics 365 F&O ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

Changes in Dynamics 365 F&O or Rootstock ERP 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 Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Rootstock ERP 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 Rootstock ERP.

How the Dynamics 365 F&O and Rootstock ERP 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

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

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

    Choose tables

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

Dynamics 365 F&O and Rootstock ERP 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 Rootstock ERP.

Popular · 8 of 386
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