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Business productivity ⇄ CRM

Braze to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Braze and Microsoft Dynamics 365 Sales 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

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Why teams connect Braze and Microsoft Dynamics 365 Sales

Sync what happens in Braze with the customer records in Microsoft Dynamics 365 Sales, 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 Braze 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 Users, Custom Attributes, Custom Events, Purchases in Braze to Contacts, Leads, Opportunities, Quotes in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Braze update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Braze can store and use it.

Common use cases

  • Push product usage events from a database or warehouse into Braze to trigger onboarding and retention journeys.
  • Keep subscription and consent states consistent between Braze subscription groups and the CRM or CDP of record.
  • Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.

Where Braze can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Braze, so people working there have the context without switching tools.

Where Braze runs outreach

Prospects, sends, and replies sync into Microsoft Dynamics 365 Sales, keeping lead status current without manual imports.

Where Braze supplies contact or company data

Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.

What you can sync between Braze and Microsoft Dynamics 365 Sales

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.

Braze objects Microsoft Dynamics 365 Sales objects
Custom Events Behavioral events pushed into Braze to trigger campaigns and Canvases. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Purchases Transaction records logged against profiles for revenue-based targeting. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Segments Audience definitions read for membership export and campaign targeting. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Campaigns Message sends whose metadata and analytics are read for reporting. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Canvases Multi-step journeys; entry and performance data is read for lifecycle analysis. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Subscription Groups Channel-level opt-in states synced with consent records in other systems. Contacts Person records linked to accounts; synced with marketing and support systems.
What ships with Braze ⇄ Microsoft Dynamics 365 Sales

Connect Braze and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braze–Microsoft Dynamics 365 Sales connection.

Real-time

Two-way sync

Changes in Braze or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braze or Microsoft Dynamics 365 Sales 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 Braze or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Braze ⇄ Microsoft Dynamics 365 Sales sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Braze and Microsoft Dynamics 365 Sales.

How the Braze and Microsoft Dynamics 365 Sales connectors work

Braze

Integration surface
REST API
Authentication
REST API keys scoped to specific endpoints, issued per workspace
Change detection
Braze Currents streams engagement events outward; profile reads otherwise rely on export endpoints and polling
Capabilities
read · write
Rate limits
Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request

Microsoft Dynamics 365 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works

How to connect Braze to Microsoft Dynamics 365 Sales — 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.

  1. 01

    Connect your apps

    Authenticate Braze and Microsoft Dynamics 365 Sales with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Braze connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Braze and Microsoft Dynamics 365 Sales 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Braze ⇄ Microsoft Dynamics 365 Sales
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Braze Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Braze and Microsoft Dynamics 365 Sales integration FAQ

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 Braze and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
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