---
title: 'Microsoft Dynamics 365 for Finance and Operations + Apptivo'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-apptivo/'
date: '2026-06-19T10:09:01-04:00'
modified: '2026-06-19T10:09:01-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Apptivo, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Apptivo. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Microsoft Dynamics 365 for Finance and Operations and Apptivo, giving sales teams access to ERP customer, order, invoice and inventory data from inside Apptivo. When included in scope, the integration can also push Apptivo Opportunities back to Microsoft Dynamics 365 for Finance and Operations to trigger order fulfilment or invoicing workflows.

## What syncs

- Display Microsoft Dynamics 365 for Finance and Operations Customer Invoices in Apptivo
- Access Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory from Apptivo
- Export Apptivo Opportunities as Microsoft Dynamics 365 for Finance and Operations Sales Orders
- Sync Microsoft Dynamics 365 for Finance and Operations Sales Orders and Status Updates to Apptivo
- Update Apptivo Contacts from Microsoft Dynamics 365 for Finance and Operations Customer Contacts
- View Microsoft Dynamics 365 for Finance and Operations On-hand Inventory in Apptivo

## Why Commercient

### Credit and order limit visibility

Sync Microsoft Dynamics 365 for Finance and Operations customer credit status and order limits to Apptivo so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Microsoft Dynamics 365 for Finance and Operations Customer Accounts account assignments to Apptivo Customers so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Microsoft Dynamics 365 for Finance and Operations purchase history and product usage data in Apptivo so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Microsoft Dynamics 365 for Finance and Operations customer region and territory data to Apptivo so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is a cloud ERP for mid-size and enterprise businesses, managing global financials, supply chain, manufacturing, HR and operations.

## About Apptivo

Apptivo is a cloud CRM and business management platform for small businesses, managing contacts, leads, opportunities, projects, invoices and customer communication.

## Frequently asked questions

### Can Microsoft Dynamics 365 for Finance and Operations Customer Accounts sync into Apptivo Customers and Contacts?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts into Apptivo as Customers and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Apptivo Opportunities be connected back to Microsoft Dynamics 365 for Finance and Operations as Sales Orders?

Commercient can support connecting Apptivo Opportunities back to Microsoft Dynamics 365 for Finance and Operations as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Microsoft Dynamics 365 for Finance and Operations and Apptivo sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Microsoft Dynamics 365 for Finance and Operations Customer Invoices and Customer Payments inside Apptivo?

Yes, Commercient can surface Microsoft Dynamics 365 for Finance and Operations Customer Invoices and Customer Payments data inside Apptivo so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory be accessed from Apptivo?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory to Apptivo so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.