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ERP ⇄ Business productivity

Epicor ERP to Microsoft Dynamics 365 integration — real-time, two-way sync

Keep Epicor ERP and Microsoft Dynamics 365 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 Epicor ERP and Microsoft Dynamics 365

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft Dynamics 365 and Epicor ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft Dynamics 365 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 with Suppliers, Parts, Sales orders, Purchase orders in Epicor ERP 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 cases with external ticketing or product systems so support works one queue.
  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Keep supplier and purchase order data synced with procurement or AP automation tools.
  • Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.

Where Microsoft Dynamics 365 faces customers and Epicor ERP carries account records

Order, invoice, or account status from Epicor ERP appears alongside the customer in Microsoft Dynamics 365, so front-line teams answer from live data.

Where Microsoft Dynamics 365 collects payments: transactions post through

Payment events sync into Epicor ERP as they occur, keeping the enterprise records current without manual entry.

Where Epicor ERP is the HR or people system of record

Worker and organization data from Epicor ERP stays current in Microsoft Dynamics 365, so the tools people use daily reflect the org as it actually is.

What you can sync between Epicor ERP and Microsoft Dynamics 365

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.

Epicor ERP objects Microsoft Dynamics 365 objects
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Products Catalog records aligned with ERP item masters.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Activities Emails, calls, and tasks captured for engagement analytics.
Parts Item masters that anchor inventory, BOM, and order line syncs. Custom Tables Dataverse tables that carry business-specific entities through the same API surface.
Sales orders Created from won CRM opportunities; status and line changes sync back out. Accounts Company records synced bi-directionally with ERPs, databases, and billing systems.
Purchase orders Synced with procurement systems and matched against receipts. Contacts Person records kept consistent with marketing, support, and data-warehouse copies.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Leads Inbound records enriched and routed from external sources into sales queues.
What ships with Epicor ERP ⇄ Microsoft Dynamics 365

Connect Epicor ERP and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Epicor ERP–Microsoft Dynamics 365 connection.

Real-time

Two-way sync

Changes in Epicor ERP or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Microsoft Dynamics 365 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 Epicor ERP or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your Epicor ERP ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Epicor ERP and Microsoft Dynamics 365.

How the Epicor ERP and Microsoft Dynamics 365 connectors work

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide
How it works

How to connect Epicor ERP to Microsoft Dynamics 365 — 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 Epicor ERP and Microsoft Dynamics 365 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
    Epicor ERP connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Epicor ERP and Microsoft Dynamics 365 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 · Epicor ERP ⇄ Microsoft Dynamics 365
    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
    Epicor ERP Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Epicor ERP and Microsoft Dynamics 365 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 Epicor ERP and Microsoft Dynamics 365.

Popular · 8 of 386
All Epicor ERP integrations All Microsoft Dynamics 365 integrations Browse all integrations
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