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ERP ⇄ CRM

Dynamics 365 Business Central to ZoomInfo integration — real-time data sync

Keep Dynamics 365 Business Central and ZoomInfo 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 ZoomInfo

Flow ZoomInfo data into Dynamics 365 Business Central in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Dynamics 365 Business Central, so Dynamics 365 Business Central always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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.

Common use cases

  • Feed technographic data into territory plans or scoring models in a warehouse.
  • Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
  • Replicate GL entries and dimensions into a SQL database for financial reporting without giving analysts ERP logins.
  • Sync vendor and purchase order data with procurement or AP automation tools.

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 ZoomInfo, 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 ZoomInfo aligned

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

What you can sync between Dynamics 365 Business Central and ZoomInfo

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 ZoomInfo objects
General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Journals Staging records for financial postings created by integrations before posting. Technographics Technology install data per company, used for segmentation and territory planning.
Dimensions Analytical tags (department, project) that syncs preserve for reporting integrity. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Payments Customer and vendor payment records reconciled against invoices. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Customers Core master data synced with CRMs so sales and finance share one customer list. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Vendors Supplier master data synced with procurement and AP automation tools. Intent Signals Company-level topic scores indicating in-market buying behavior.
What ships with Dynamics 365 Business Central ⇄ ZoomInfo

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

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

Real-time

Real-time sync

Changes in Dynamics 365 Business Central or ZoomInfo 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 ZoomInfo 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 ZoomInfo record.

Observability

Monitoring

Track your Dynamics 365 Business Central ⇄ ZoomInfo 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 ZoomInfo.

How the Dynamics 365 Business Central and ZoomInfo 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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Dynamics 365 Business Central and ZoomInfo 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 ZoomInfo.

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