Real-time
Two-way sync
Changes in Attio or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Attio to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Attio 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
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Attio and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Attio, 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 Contacts, Leads, Opportunities, Cases (Incidents) in Microsoft Dynamics 365 to Deals, Workspaces, Custom objects, People in Attio with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Attio, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Sync cases with external ticketing or product systems so support works one queue.
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
- Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
- Keep Attio aligned with a billing system or ERP on customer records and plan status.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Attio, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Attio, 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 Attio sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
What you can sync between Attio 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.
| Attio objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| People Standard person object; synced with marketing tools and warehouse person tables. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| Companies Standard company object; matched to billing and product accounts in two-way syncs. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Users Synced with incremental and full sync per the Stacksync docs. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Deals Pipeline records; read out for revenue reporting and written to from automation. | Products Catalog records aligned with ERP item masters. | |
| Workspaces Synced with incremental and full sync per the Stacksync docs. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Custom objects Workspace-defined objects that behave like standard ones in the API. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. |
What ships with Attio ⇄ Microsoft Dynamics 365
Connect Attio and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Attio 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 Attio or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Attio ⇄ 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 Attio and Microsoft Dynamics 365.
How the Attio and Microsoft Dynamics 365 connectors work
Attio
- Integration surface
- REST API
- Authentication
- Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
- Change detection
- Webhooks on record and list-entry events, with polling as a fallback
- 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 Attio 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 Attio 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.
Attio
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Attio 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 · Attio ⇄ 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.
Attio Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Attio and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Attio and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Attio's People and Companies), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Attio and Microsoft Dynamics 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Attio: Webhooks on record and list-entry events, with polling as a fallback. On Microsoft Dynamics 365: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Dynamics 365 side: Contacts, Leads, Opportunities, Cases (Incidents), plus custom fields where Microsoft Dynamics 365 exposes them. On the Attio side: Deals, Workspaces, Custom objects, People. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Attio 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 Attio, and refreshes keep them from going stale.
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 Attio and Microsoft Dynamics 365.
Popular · 8 of 386
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Attio ⇄ Klaviyo -
Attio ⇄ Lemlist -
Attio ⇄ Lusha -
Attio ⇄ Microsoft 365 -
Microsoft Dynamics 365 ⇄ Salesforce -
Microsoft Dynamics 365 ⇄ HubSpot -
Microsoft Dynamics 365 ⇄ Microsoft Dynamics 365 Sales -
Microsoft Dynamics 365 ⇄ Pipedrive
No integrations match .
