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CRM ⇄ ERP

Freshworks CRM to Dynamics 365 Business Central integration — real-time, two-way sync

Keep Freshworks CRM and Dynamics 365 Business Central 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 Freshworks CRM and Dynamics 365 Business Central

Close the gap between front office and back office: Freshworks CRM and Dynamics 365 Business Central share customers and status in real time, in both directions.

Freshworks CRM holds the customer relationship; Dynamics 365 Business Central runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Appointments, Sales activities, Lists, Notes in Freshworks CRM with Dimensions, Payments, Customers, Vendors in Dynamics 365 Business Central field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Mirror deal and activity data into a Postgres database that internal tools query directly.
  • Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • Mirror items and inventory levels into external channels so stock data stays current outside the ERP.
  • Replicate GL entries and dimensions into a SQL database for financial reporting without giving analysts ERP logins.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Dynamics 365 Business Central manages people and org data: keep Freshworks CRM aligned

Owners, territories, and org structure informed by Dynamics 365 Business Central stay current in Freshworks CRM.

Where Dynamics 365 Business Central handles order-to-cash: closed-won flows through

A deal won in Freshworks CRM creates or updates the customer in Dynamics 365 Business Central with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Freshworks CRM and Dynamics 365 Business Central

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.

Freshworks CRM objects Dynamics 365 Business Central objects
Notes Context records attached to contacts, accounts, and deals. Sales Orders Order headers and lines created from external channels and read back for fulfillment status.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Sales Invoices Billing documents synced to CRMs and payment platforms.
Accounts Company records kept consistent with ERP and billing systems. Purchase Orders Procurement documents exchanged with supplier-facing systems.
Deals Pipeline records synced out for forecasting and full-funnel reporting. General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable.
Tasks Follow-ups created from external signals such as product usage events. Journals Staging records for financial postings created by integrations before posting.
Appointments Meeting records readable for activity reporting. Dimensions Analytical tags (department, project) that syncs preserve for reporting integrity.
What ships with Freshworks CRM ⇄ Dynamics 365 Business Central

Connect Freshworks CRM and Dynamics 365 Business Central for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Dynamics 365 Business Central connection.

Real-time

Two-way sync

Changes in Freshworks CRM or Dynamics 365 Business Central instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Dynamics 365 Business Central 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 Freshworks CRM or Dynamics 365 Business Central record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Dynamics 365 Business Central sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Freshworks CRM and Dynamics 365 Business Central.

How the Freshworks CRM and Dynamics 365 Business Central connectors work

Freshworks CRM

Integration surface
REST API
Authentication
API key sent as a Token authorization header
Change detection
Polling with updated-at filters; outbound webhooks can be configured through workflow automations
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that vary by plan

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect Freshworks CRM to Dynamics 365 Business Central — 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 Freshworks CRM and Dynamics 365 Business Central 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
    Freshworks CRM connected
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM and Dynamics 365 Business Central 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 · Freshworks CRM ⇄ Dynamics 365 Business Central
    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
    Freshworks CRM Dynamics 365 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Freshworks CRM and Dynamics 365 Business Central 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 Freshworks CRM and Dynamics 365 Business Central.

Popular · 8 of 386
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