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ERP ⇄ CRM

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

Keep Dynamics 365 Business Central and Nutshell 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 Dynamics 365 Business Central and Nutshell

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

Nutshell 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 Activities, Tasks, Notes, Products in Nutshell with Customers, Vendors, Items, Sales Orders 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

  • Write subscription or product data from internal systems into Nutshell so reps see account context.
  • Mirror tasks and activities into ops tools for cross-team visibility.
  • 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.

Where Dynamics 365 Business Central is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 Business Central shows on the account in Nutshell, so reps see balances before promising the next order.

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 Nutshell aligned

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

What you can sync between Dynamics 365 Business Central and Nutshell

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 Business Central objects Nutshell objects
Items Product and inventory records aligned with e-commerce and warehouse systems. Users Rep records used to resolve ownership when syncing assignments
Sales Orders Order headers and lines created from external channels and read back for fulfillment status. Leads Nutshell's deal object; synced as the pipeline record linked to people and companies
Sales Invoices Billing documents synced to CRMs and payment platforms. People Individual contacts, kept consistent with marketing and outreach tools
Purchase Orders Procurement documents exchanged with supplier-facing systems. Companies Account records that group people and leads for account-level syncs
General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable. Activities Logged calls, meetings, and emails used for engagement reporting
Journals Staging records for financial postings created by integrations before posting. Tasks Rep to-dos mirrored into external work-management or reporting systems
What ships with Dynamics 365 Business Central ⇄ Nutshell

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 Business Central or Nutshell 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 Business Central or Nutshell record.

Observability

Monitoring

Track your Dynamics 365 Business Central ⇄ Nutshell 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 Business Central and Nutshell.

How the Dynamics 365 Business Central and Nutshell connectors work

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

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Dynamics 365 Business Central and Nutshell 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 Business Central and Nutshell.

Popular · 8 of 386
All Dynamics 365 Business Central integrations All Nutshell integrations Browse all integrations
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