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ERP ⇄ Business productivity

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

Keep Dynamics 365 F&O and SendGrid 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 SendGrid

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between SendGrid 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. SendGrid 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Unsubscribe Groups, Email Activity, Contacts, List in SendGrid with Customer Invoices, Vendor Invoices, General Journal Entries, On-hand Inventory 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 CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
  • Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
  • 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.

Master data corrections travel

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

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

Where SendGrid collects payments: transactions post through

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

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

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 SendGrid objects
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Senders Synced with incremental and full sync per the Stacksync docs.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
Vendor Invoices AP documents; synced with invoice automation systems. Email Activity Synced with incremental and full sync per the Stacksync docs.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. List Synced with incremental and full sync per the Stacksync docs.
What ships with Dynamics 365 F&O ⇄ SendGrid

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ SendGrid 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 SendGrid.

How the Dynamics 365 F&O and SendGrid 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

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

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

    Choose tables

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

Dynamics 365 F&O and SendGrid 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 SendGrid.

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