Real-time
Two-way sync
Changes in Chargebee or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ Business productivity
Chargebee to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Chargebee 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
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Chargebee and Microsoft Dynamics 365
Connect the financial records in Chargebee with the work happening in Microsoft Dynamics 365, so both stay current without exports or copy-paste.
Chargebee holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft Dynamics 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Customers, Subscriptions, Invoices, Credit notes in Chargebee and Products, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 in sync, bi-directionally and in real time. Whatever records Microsoft Dynamics 365 keeps and whatever events it produces, the overlap with Chargebee is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- Sync subscription status, plan, and MRR-relevant fields into the CRM so sales and success see billing state on the account.
- Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
- Sync cases with external ticketing or product systems so support works one queue.
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
Where Microsoft Dynamics 365 handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Chargebee next to the customer they are helping, without logging into the finance system.
Where Microsoft Dynamics 365 collects payments or triggers charges: events land in Chargebee
Payment and charge activity flows into Chargebee as it happens, so the books reflect reality without manual reconciliation.
Where Microsoft Dynamics 365 tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
What you can sync between Chargebee 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.
| Chargebee objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Events The change log resource that records every state change for incremental sync. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Customers Billing accounts matched to CRM accounts or users by email or external ID. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. | Products Catalog records aligned with ERP item masters. | |
| Invoices Issued billing documents synced to accounting and revenue reporting. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | |
| Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. |
What ships with Chargebee ⇄ Microsoft Dynamics 365
Connect Chargebee and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Chargebee 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 Chargebee or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Chargebee ⇄ 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 Chargebee and Microsoft Dynamics 365.
How the Chargebee and Microsoft Dynamics 365 connectors work
Chargebee
- Integration surface
- REST API
- Authentication
- API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
- Change detection
- Webhooks for all major object events, plus a pollable Events resource that records every change
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to plan-based API rate limits enforced per site
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 Chargebee 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 Chargebee 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.
Chargebee
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Chargebee 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 · Chargebee ⇄ 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.
Chargebee Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Chargebee and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Chargebee and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Chargebee's Events and Customers), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Chargebee: REST API. Authentication: API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments. 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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Chargebee: Every state change emits an Event object retrievable via the API, so incremental sync works even if a webhook delivery is missed. Microsoft Dynamics 365: Customer engagement apps store data in Dataverse, which exposes a uniform OData v4 Web API across standard and custom tables. Stacksync's field mapping accounts for these differences between Chargebee 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 Chargebee 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 Chargebee and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Chargebee–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Chargebee and Microsoft Dynamics 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 Chargebee and Microsoft Dynamics 365.
Popular · 8 of 386
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Chargebee ⇄ Klaviyo -
Chargebee ⇄ Lemlist -
Chargebee ⇄ Lusha -
Chargebee ⇄ Microsoft 365 -
Microsoft Dynamics 365 ⇄ Hyperline -
Microsoft Dynamics 365 ⇄ Pigment -
Microsoft Dynamics 365 ⇄ QuickBooks -
Microsoft Dynamics 365 ⇄ Stripe
No integrations match .
