Two-way sync
Changes in Chargebee or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
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.
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.
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.
A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.
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.
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. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Microsoft Dynamics 365 Sales connection.
Changes in Chargebee or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Chargebee or Microsoft Dynamics 365 Sales data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Chargebee or Microsoft Dynamics 365 Sales record.
Track your Chargebee ⇄ Microsoft Dynamics 365 Sales sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Chargebee and Microsoft Dynamics 365 Sales.
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.
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.
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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Chargebee and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Chargebee's Subscriptions and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
Change detection on Chargebee: Webhooks for all major object events, plus a pollable Events resource that records every change. On Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
On the Chargebee side: Transactions, Coupons, Events, Customers, plus custom fields where Chargebee exposes them. On the Microsoft Dynamics 365 Sales side: Invoices, Activities, Custom Tables, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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.
Common patterns for Chargebee and Microsoft Dynamics 365 Sales: Collections with context; Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record; Payment status on the account. 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.
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 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Chargebee and Microsoft Dynamics 365 Sales.