---
title: 'Microsoft Dynamics 365 for Finance and Operations + Ontraport'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-ontraport/'
date: '2026-06-19T10:09:22-04:00'
modified: '2026-06-19T10:09:22-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Ontraport, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Ontraport. 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 Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. With accurate ERP data in Ontraport, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Microsoft Dynamics 365 for Finance and Operations Customer Payments to Ontraport Account Records
- Access Microsoft Dynamics 365 for Finance and Operations Trade Agreements from Ontraport
- Sync Microsoft Dynamics 365 for Finance and Operations Credit Notes to Ontraport
- Import Ontraport Contacts as Microsoft Dynamics 365 for Finance and Operations Customer Contacts
- Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Ontraport Deals
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Ontraport Companies

## Why Commercient

### New customer onboarding

Connect Ontraport 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 Ontraport 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 Ontraport 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 Ontraport 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 Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

### Can Microsoft Dynamics 365 for Finance and Operations Trade Agreements sync to Ontraport for sales quoting?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Trade Agreements to Ontraport so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Microsoft Dynamics 365 for Finance and Operations data in Ontraport?

Commercient can support surfacing Microsoft Dynamics 365 for Finance and Operations data inside Ontraport views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Microsoft Dynamics 365 for Finance and Operations and Ontraport integration scoped and implemented?

Commercient scopes each integration project based on the customer's Microsoft Dynamics 365 for Finance and Operations and Ontraport configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

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

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Sales Orders history to Ontraport 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 Ontraport?

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.