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Accounting and finance ⇄ CRM

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

Keep Chargebee 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 Chargebee and Microsoft Dynamics 365 Sales

Sync customers, invoices, and payment status between Chargebee and Microsoft Dynamics 365 Sales in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Microsoft Dynamics 365 Sales knows the relationship: who the contacts are and what is in motion with the account. Chargebee knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Transactions, Coupons, Events, Customers in Chargebee to Invoices, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
  • Write plan changes initiated in an internal admin tool back into Chargebee subscriptions.
  • 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.

Collections with context

Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.

Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Chargebee appears on the account in Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.

What you can sync between Chargebee 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.

Chargebee objects Microsoft Dynamics 365 Sales objects
Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Invoices Issued billing documents synced to accounting and revenue reporting. Contacts Person records linked to accounts; synced with marketing and support systems.
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
What ships with Chargebee ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

Changes in Chargebee 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 Chargebee 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 Chargebee or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Chargebee ⇄ 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 Chargebee and Microsoft Dynamics 365 Sales.

How the Chargebee and Microsoft Dynamics 365 Sales 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 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 Chargebee 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 Chargebee 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
    Chargebee connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee 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 · Chargebee ⇄ 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
    Chargebee Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Chargebee 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 Chargebee and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
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