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ERP ⇄ CRM

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

Keep Dynamics 365 Business Central and Vtiger 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
  • 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 Vtiger CRM

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

Vtiger 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 Campaigns, Contacts, Organizations, Leads in Vtiger CRM with Sales Invoices, Purchase Orders, General Ledger Entries, Journals 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 Leads and Campaigns to an email platform to keep marketing lists current.
  • Two-way contact and organization sync between Vtiger and a billing or ERP system.
  • 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 handles order-to-cash: closed-won flows through

A deal won in Vtiger 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 Vtiger 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 Vtiger 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 Vtiger CRM objects
General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable. Invoices Billing documents pushed into accounting software.
Journals Staging records for financial postings created by integrations before posting. Campaigns Marketing campaign records tied to leads and contacts.
Dimensions Analytical tags (department, project) that syncs preserve for reporting integrity. Contacts Person records linked to organizations; a core target for two-way contact syncs.
Payments Customer and vendor payment records reconciled against invoices. Organizations Company and account records.
Customers Core master data synced with CRMs so sales and finance share one customer list. Leads Unqualified prospects that convert into contacts, organizations, and opportunities.
Vendors Supplier master data synced with procurement and AP automation tools. Opportunities Deal records, historically the Potentials module, synced for pipeline reporting.
What ships with Dynamics 365 Business Central ⇄ Vtiger CRM

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Dynamics 365 Business Central ⇄ Vtiger 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 Vtiger CRM.

How the Dynamics 365 Business Central and Vtiger 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

Vtiger CRM

Integration surface
REST API
Authentication
HTTP Basic with username and access key
Change detection
Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by edition.
How it works

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

    Choose tables

    Pick the Dynamics 365 Business Central and Vtiger 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 ⇄ Vtiger 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 Vtiger 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 Vtiger 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 Vtiger CRM.

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