Real-time
Two-way sync
Changes in Affinity or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Affinity to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Affinity and Microsoft Dynamics 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Affinity and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Affinity, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Dynamics 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Interactions, Reminders, Lists, List Entries in Affinity with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Affinity, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
- Enrich leads from external data sources and write scores back onto Dynamics records.
- Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
- Push enrichment data computed elsewhere into Affinity field values on list entries.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Affinity, so revenue context lives with the relationship.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Affinity sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
What you can sync between Affinity and Microsoft Dynamics 365
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Affinity objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Reminders Follow-up tasks associated with people and organizations. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Products Catalog records aligned with ERP item masters. | |
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Organizations Company records matched to accounts in other systems by domain. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. |
What ships with Affinity ⇄ Microsoft Dynamics 365
Connect Affinity and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Microsoft Dynamics 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Affinity or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Affinity ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Microsoft Dynamics 365.
How the Affinity and Microsoft Dynamics 365 connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
Microsoft Dynamics 365
- Integration surface
- REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
- Authentication
- Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
- Change detection
- Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
- Capabilities
- read · write · CDC · webhooks
How it works
How to connect Affinity to Microsoft Dynamics 365 — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Affinity and Microsoft Dynamics 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Microsoft Dynamics 365 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Affinity ⇄ Microsoft Dynamics 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Affinity's Reminders and Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Affinity and Microsoft Dynamics 365: Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments; Where Microsoft Dynamics 365 can store CRM context: fields kept current. Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
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Affinity: REST API. Authentication: API key. Microsoft Dynamics 365: REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface. Authentication: Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities). Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Dynamics 365: CDC on custom entities does not work until Change Tracking is manually enabled per table in Power Apps/Dataverse. Affinity: Affinity captures email and calendar interactions automatically, so much of its activity data is generated rather than manually entered. Stacksync's field mapping accounts for these differences between Affinity and Microsoft Dynamics 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Affinity and Microsoft Dynamics 365 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Affinity and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Microsoft Dynamics 365 integration in-house.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Affinity and Microsoft Dynamics 365.
Popular · 8 of 386
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Affinity ⇄ Campfire -
Affinity ⇄ Front -
Affinity ⇄ Amazon Seller Central -
Affinity ⇄ SendGrid -
Microsoft Dynamics 365 ⇄ Nimble -
Microsoft Dynamics 365 ⇄ Nutshell -
Microsoft Dynamics 365 ⇄ Oracle CX Sales -
Microsoft Dynamics 365 ⇄ Outreach
No integrations match .
