Real-time
Two-way sync
Changes in Close or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Close to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Close 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 Close and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Close, 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 Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 to Tasks, Custom Activities, Custom Fields, Users in Close with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Close, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Enrich leads from external data sources and write scores back onto Dynamics records.
- Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
- Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Close, 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 Close sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Close, so sales sees open issues before the next call.
What you can sync between Close 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.
| Close objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | |
| Tasks Follow-up items assigned to users; synced for workload and SLA reporting. | Leads Inbound records enriched and routed from external sources into sales queues. | |
| Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Users Sales reps referenced as owners on leads, opportunities, and activities. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Smart Views Saved lead searches that can scope which records a segment-based sync pulls. | Products Catalog records aligned with ERP item masters. |
What ships with Close ⇄ Microsoft Dynamics 365
Connect Close and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Close 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 Close or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Close ⇄ 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 Close and Microsoft Dynamics 365.
How the Close and Microsoft Dynamics 365 connectors work
Close
- Integration surface
- REST API
- Authentication
- API key (sent via HTTP Basic auth)
- Change detection
- Webhook subscriptions for record events, with polling on date_updated fields for backfills
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-endpoint rate limits communicated in response headers
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 Close 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 Close 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.
Close
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Close 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 · Close ⇄ 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.
Close Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Close and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Close and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Close's Activities and Tasks), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Close: REST API. Authentication: API key (sent via HTTP Basic auth). 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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Microsoft Dynamics 365: Change tracking returns only rows changed since a delta token, giving integrations an incremental read path without full re-pulls. Close: Calling, SMS, and email are native activity types, so communication history is available through the same API as CRM records rather than a separate telephony integration. Stacksync's field mapping accounts for these differences between Close 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 Close 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 Close and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Close–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Close 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 Close and Microsoft Dynamics 365.
Popular · 8 of 386
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Close ⇄ Braze -
Close ⇄ ConnectWise -
Close ⇄ Aviato -
Close ⇄ Customer.io -
Microsoft Dynamics 365 ⇄ Drift -
Microsoft Dynamics 365 ⇄ Folk CRM -
Microsoft Dynamics 365 ⇄ Freshsales -
Microsoft Dynamics 365 ⇄ Freshworks CRM
No integrations match .
