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ERP ⇄ CRM

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

Keep Dynamics 365 Business Central and Veeva CRM 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Dynamics 365 Business Central and Veeva CRM

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

Veeva 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 Key Messages and CLM Content, Territories and Alignments, Events, Approved Email Activity in Veeva CRM with Sales Orders, Sales Invoices, Purchase Orders, General Ledger Entries 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 medical inquiries into a medical information system for fulfillment and audit.
  • Sync HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
  • Sync vendor and purchase order data with procurement or AP automation tools.
  • Create sales orders in Business Central automatically from e-commerce or CRM order records, and sync fulfillment status back.

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

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

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 Veeva CRM, 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.

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

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 Veeva CRM objects
Dimensions Analytical tags (department, project) that syncs preserve for reporting integrity. Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown.
Payments Customer and vendor payment records reconciled against invoices. Medical Inquiries Information requests captured in the field and routed to medical affairs.
Customers Core master data synced with CRMs so sales and finance share one customer list. Sample Transactions Sample disbursement records tracked for regulatory compliance.
Vendors Supplier master data synced with procurement and AP automation tools. Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems.
Items Product and inventory records aligned with e-commerce and warehouse systems. Key Messages and CLM Content Approved content presented during calls, referenced in activity data.
Sales Orders Order headers and lines created from external channels and read back for fulfillment status. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system.
What ships with Dynamics 365 Business Central ⇄ Veeva CRM

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

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

Real-time

Two-way sync

Changes in Dynamics 365 Business Central or Veeva CRM 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 Veeva CRM 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 Veeva CRM record.

Observability

Monitoring

Track your Dynamics 365 Business Central ⇄ Veeva CRM 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 Veeva CRM.

How the Dynamics 365 Business Central and Veeva CRM 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

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

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

    Choose tables

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

Dynamics 365 Business Central and Veeva CRM 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 Veeva CRM.

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