---
title: 'Microsoft Dynamics 365 for Finance and Operations + Keap'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-keap/'
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 Keap, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Keap. 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 Keap, giving sales teams access to ERP customer, order, invoice and inventory data from inside Keap. This gives finance and sales teams shared visibility into account status, combining Keap pipeline data with Microsoft Dynamics 365 for Finance and Operations transactional records.

## What syncs

- Import Keap Contacts as Microsoft Dynamics 365 for Finance and Operations Customer Contacts
- Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Keap Opportunities
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Keap Companies
- Display Microsoft Dynamics 365 for Finance and Operations Customer Invoices in Keap
- Access Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory from Keap
- Export Keap Opportunities as Microsoft Dynamics 365 for Finance and Operations Sales Orders

## Why Commercient

### New customer onboarding

Connect Keap new Companies to Microsoft Dynamics 365 for Finance and Operations Customer Accounts so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Microsoft Dynamics 365 for Finance and Operations Trade Agreements to Keap so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Keap deal values and expected close dates with Microsoft Dynamics 365 for Finance and Operations order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

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

## 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 Keap

Keap is a CRM and marketing automation platform for small businesses, managing contacts, pipelines, automations, invoices and customer follow-up.

## Frequently asked questions

### Can Microsoft Dynamics 365 for Finance and Operations Sales Orders history sync to Keap account records?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Sales Orders history to Keap Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

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

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 Keap?

Commercient can synchronise key Microsoft Dynamics 365 for Finance and Operations ERP data with Keap, 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 Keap Companies and Contacts?

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

Commercient can support connecting Keap 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.