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ERP ⇄ Data warehouse

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

Keep Dynamics 365 F&O and Yellowbrick in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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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 Yellowbrick

Put Dynamics 365 F&O's records in Yellowbrick 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 Yellowbrick next to everything else the company measures.

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

Common use cases

  • Land ERP transactional extracts in Yellowbrick for finance and supply-chain analytics.
  • Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • 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.

Group reporting across systems

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

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

Classifications or reference values computed in Yellowbrick 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 Yellowbrick 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 Yellowbrick

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 Yellowbrick objects
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Users and Roles Access-control objects that govern what a sync service account can read and write.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Databases Top-level containers for schemas and tables.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Schemas Namespaces used to organize synced datasets by source or domain.
Vendor Invoices AP documents; synced with invoice automation systems. Tables Columnar MPP tables; the primary targets for warehouse syncs.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Views Logical views used to shape reads for BI and downstream syncs.
What ships with Dynamics 365 F&O ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Yellowbrick 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 Yellowbrick.

How the Dynamics 365 F&O and Yellowbrick 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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Dynamics 365 F&O and Yellowbrick 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 Yellowbrick.

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