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Business productivity ⇄ Accounting and finance

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

Keep Microsoft Dynamics 365 and Workday 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 Workday

Connect the financial records in Workday with the work happening in Microsoft Dynamics 365, so both stay current without exports or copy-paste.

Workday holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft Dynamics 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Organizations, Positions, Compensation, Time Off and Absence in Workday and Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 in sync, bi-directionally and in real time. Whatever records Microsoft Dynamics 365 keeps and whatever events it produces, the overlap with Workday is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • Sync worker records from Workday into IT and identity systems so hires, transfers, and terminations provision access automatically.
  • Replicate worker, organization, and compensation data into a secured database for people analytics without giving analysts tenant access.
  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.

Where Microsoft Dynamics 365 tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Microsoft Dynamics 365 handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Workday next to the customer they are helping, without logging into the finance system.

Where Microsoft Dynamics 365 collects payments or triggers charges: events land in Workday

Payment and charge activity flows into Workday as it happens, so the books reflect reality without manual reconciliation.

What you can sync between Microsoft Dynamics 365 and Workday

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 Workday objects
Leads Inbound records enriched and routed from external sources into sales queues. Suppliers Workday Financials vendor records aligned with procurement tools.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used.
Cases (Incidents) Support records shared with ticketing tools and product databases. Journal Entries Accounting entries imported from external subledgers into Workday Financials.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs.
Products Catalog records aligned with ERP item masters. Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs.
Activities Emails, calls, and tasks captured for engagement analytics. Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems.
What ships with Microsoft Dynamics 365 ⇄ Workday

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Workday 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 Workday 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 Workday record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Workday 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 Workday.

How the Microsoft Dynamics 365 and Workday 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

Workday

Integration surface
SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
Authentication
OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
Change detection
Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
Capabilities
read · write
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Workday 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 Microsoft Dynamics 365 and Workday.

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