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Connect Microsoft Dynamics 365 F&O and Marello

Connecting Microsoft Dynamics 365 F&O and Marello could enable automated data transfer between financial operations and order management functions. This could reduce manual entry, improve data accuracy, and support more efficient business processes by ensuring that information such as inventory levels, orders, and financial transactions is consistently updated across both systems.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics 365 F&O and Marello around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Microsoft Dynamics 365 F&O and Marello?

A company running both Microsoft Dynamics 365 F&O and Marello could benefit from enabling these systems to exchange data, as this would support more accurate, up-to-date information across business operations. Without a connection, staff may need to manually enter the same data in both systems, which increases the risk of errors and consumes valuable time. Over time, records in the two systems could diverge, leading to inconsistencies that affect reporting, inventory management, and financial oversight. This could result in decisions being made based on outdated or incomplete figures, potentially impacting customer service and profitability. Common types of data that could be exchanged between an ERP system such as Microsoft Dynamics 365 F&O and an order management platform like Marello include sales orders, inventory levels, product information, and customer records. The specific data that can be exchanged depends on what each system makes available through its API, and must be determined for each situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Microsoft Dynamics 365 F&O and Marello make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

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