---
title: 'Microsoft Dynamics 365 for Finance and Operations + Insightly'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-insightly/'
date: '2026-06-19T10:09:09-04:00'
modified: '2026-06-19T10:09:09-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Insightly, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Insightly. 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 Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Insightly Opportunities
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Insightly Organisations
- Display Microsoft Dynamics 365 for Finance and Operations Customer Invoices in Insightly
- Access Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory from Insightly
- Export Insightly 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 Insightly

## Why Commercient

### Sales rep account management

Connect Microsoft Dynamics 365 for Finance and Operations Customer Accounts account assignments to Insightly Organisations 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 Insightly 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 Insightly so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Microsoft Dynamics 365 for Finance and Operations Customer Contacts to Insightly Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

## 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 Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### What happens if a customer already exists in both Microsoft Dynamics 365 for Finance and Operations and Insightly?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Microsoft Dynamics 365 for Finance and Operations and Insightly?

Commercient can synchronise key Microsoft Dynamics 365 for Finance and Operations ERP data with Insightly, such as Customer Accounts, Customer Contacts, Released Products, On-hand Inventory, Sales Orders, Customer Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Microsoft Dynamics 365 for Finance and Operations Customer Accounts sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts into Insightly as Organisations 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 Insightly Opportunities be connected back to Microsoft Dynamics 365 for Finance and Operations as Sales Orders?

Commercient can support connecting Insightly 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 Insightly 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.