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Dynamics 365 Finance and Operations

The Stacksync Dynamics 365 Finance & Operations (D365 F&O) connector lets you sync ERP data to any warehouse or operational system, with support for full syncs, incremental syncs (change tracking), and write-back.

D365 F&O exposes its data via the OData API, which Stacksync uses to read, transform, and write data reliably at scale.


Key Capabilities

Feature
Support

Standard Public Entities

βœ… Yes

Custom Entities

βœ… Yes (if exposed as public data entities)

Full Sync

βœ… Yes

Incremental Sync (Change Tracking)

βœ… Yes

Write-Back (Create, Update, Delete)

βœ… Yes

Stacksync automatically optimizes for large datasets, API throttling, partitioning, and D365 OData limitations.


What You Can Sync

Stacksync supports all public standard and custom data entities exposed in your D365 F&O environment.

Examples

Financial

  • General Ledger

  • Chart of Accounts

  • Ledger Journals

  • Financial Dimensions

Customers & Vendors

  • Customers

  • Customer Groups

  • Vendors

  • Vendor Invoices

  • Supplier Payment Methods

Products & Inventory

  • Released Products

  • Product Categories

  • Units of Measure

  • Inventory On-Hand

Sales & Purchasing

  • Sales Orders

  • Sales Order Lines

  • Invoices

  • Purchase Orders

Only entities marked as Public in D365 can be queried via OData and thus synced.


How Sync Works

1. Full Sync

Stacksync fetches all records from each entity. Large entities are automatically partitioned and fetched in parallel for speed and throttling safety.

2. Incremental Sync (Change Tracking)

When change tracking is enabled:

  • New records β†’ captured

  • Updated records β†’ captured

  • Deleted records β†’ not captured (OData does not expose deletions)

Important: Dynamics 365 Finance OData API does not support tracking deleted records. StackSync uses periodic full syncs to detect deletions

3. Write-Back

Stacksync supports:

  • Create

  • Update

  • Delete


For incremental sync, change tracking must be enabled on each entity.

Steps

  1. Go to Modules β†’ Data Management β†’ Data entities

  2. Search for the entity (e.g., Customers, Vendors)

  3. Select it

  4. Click Change tracking in the top ribbon

  5. Choose one:

    • Enable primary table

    • Enable entire entity (recommended)

  6. Confirm and save

Limitations

  • Some entities cannot be enabled, Complex entities may show "Track changes" as disabled or fail validation

  • If an entity doesn't support change tracking, StackSync will use full sync mode for that entity.

Feel free to reach out to us at [email protected]

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