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ERP ⇄ Business productivity

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

Keep Dynamics 365 F&O and Twilio 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 Twilio

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Twilio 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. Twilio 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Messaging Services, Calls, Incoming Phone Numbers, Outgoing Caller IDs in Twilio with Vendor Invoices, General Journal Entries, On-hand Inventory, Customers 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

  • Push Twilio usage records into a finance database for per-customer communication cost allocation.
  • Trigger outbound messages by writing rows to a synced database table instead of calling the Twilio API directly from application code.
  • 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 HR or people system of record

Worker and organization data from Dynamics 365 F&O stays current in Twilio, 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 Twilio 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 Twilio, so front-line teams answer from live data.

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

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 Twilio objects
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Messages SMS, MMS, and WhatsApp messages with delivery status; synced to log outreach in CRMs and databases.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Messaging Services Synced with incremental and full sync per the Stacksync docs.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Calls Voice call records with duration and outcome, commonly mirrored to support and sales systems.
Vendor Invoices AP documents; synced with invoice automation systems. Incoming Phone Numbers Synced with incremental and full sync per the Stacksync docs.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Outgoing Caller IDs Synced with incremental and full sync per the Stacksync docs.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Accounts Synced with incremental and full sync per the Stacksync docs.
What ships with Dynamics 365 F&O ⇄ Twilio

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Twilio 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 Twilio.

How the Dynamics 365 F&O and Twilio 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

Twilio

Integration surface
REST API (per-product APIs for Messaging, Voice, Conversations, Verify)
Authentication
Account SID + Auth Token (copied from Twilio Console Account Info and entered into the Stacksync Twilio connector)
Change detection
Status callback webhooks per message and call, plus polling of resource lists for backfill
Capabilities
read · write · webhooks
Twilio setup guide
How it works

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

    Choose tables

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

Dynamics 365 F&O and Twilio 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 Twilio.

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