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Business productivity ⇄ ERP

Microsoft Dynamics 365 to Sage 100 integration — real-time, two-way sync

Keep Microsoft Dynamics 365 and Sage 100 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 Microsoft Dynamics 365 and Sage 100

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft Dynamics 365 and Sage 100.

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Contacts, Leads, Opportunities, Cases (Incidents) in Microsoft Dynamics 365 with Inventory Items, Sales Orders, AR Invoices, Purchase Orders in Sage 100 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

  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Push e-commerce and EDI orders into the Sales Order module instead of rekeying them.
  • Publish item, pricing, and on-hand inventory to online catalogs on a schedule.

Where Microsoft Dynamics 365 collects payments: transactions post through

Payment events sync into Sage 100 as they occur, keeping the enterprise records current without manual entry.

Where Sage 100 is the HR or people system of record

Worker and organization data from Sage 100 stays current in Microsoft Dynamics 365, 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.

What you can sync between Microsoft Dynamics 365 and Sage 100

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.

Microsoft Dynamics 365 objects Sage 100 objects
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Customers AR customer master records synced to CRMs for account and credit visibility.
Cases (Incidents) Support records shared with ticketing tools and product databases. Vendors AP vendor master records synced with procurement and payment tools.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs.
Products Catalog records aligned with ERP item masters. Sales Orders Order headers and lines, the usual write target for web and EDI orders.
Activities Emails, calls, and tasks captured for engagement analytics. AR Invoices Billing documents synced outward for payment status and revenue reporting.
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Purchase Orders Procurement documents read for spend and receiving workflows.
What ships with Microsoft Dynamics 365 ⇄ Sage 100

Connect Microsoft Dynamics 365 and Sage 100 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Sage 100 connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Sage 100 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 or Sage 100 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 Microsoft Dynamics 365 or Sage 100 record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Sage 100 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 and Sage 100.

How the Microsoft Dynamics 365 and Sage 100 connectors work

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

Sage 100

Integration surface
ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes
Authentication
Sage 100 company and user credentials; ODBC DSN credentials for direct reads
Change detection
Scheduled polling; no webhooks or change log on the integration surface
Capabilities
read · write
How it works

How to connect Microsoft Dynamics 365 to Sage 100 — 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 Microsoft Dynamics 365 and Sage 100 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
    Microsoft Dynamics 365 connected
    Sage 100 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 and Sage 100 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 · Microsoft Dynamics 365 ⇄ Sage 100
    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
    Microsoft Dynamics 365 Sage 100
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft Dynamics 365 and Sage 100 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 and Sage 100.

Popular · 8 of 386
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