Skip to content
Business productivity

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

Keep ConnectWise 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 ConnectWise and Microsoft Dynamics 365

Stop re-entering the same information in ConnectWise and Microsoft Dynamics 365: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Contacts, Service Tickets, Opportunities, Agreements in ConnectWise with Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Enrich leads from external data sources and write scores back onto Dynamics records.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where Microsoft Dynamics 365 is where the team documents or plans: keep its data fed

Information that originates in ConnectWise stays current in Microsoft Dynamics 365 instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

What you can sync between ConnectWise 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.

ConnectWise objects Microsoft Dynamics 365 objects
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Contacts Person records kept consistent with marketing, support, and data-warehouse copies.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Leads Inbound records enriched and routed from external sources into sales queues.
Projects Project and phase records synced for delivery tracking outside the PSA. Opportunities Pipeline records synced with forecasting, CPQ, and billing systems.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Cases (Incidents) Support records shared with ticketing tools and product databases.
Invoices Billing records reconciled against accounting systems. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Products Catalog records aligned with ERP item masters.
What ships with ConnectWise ⇄ Microsoft Dynamics 365

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your ConnectWise ⇄ 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 ConnectWise and Microsoft Dynamics 365.

How the ConnectWise and Microsoft Dynamics 365 connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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
Microsoft Dynamics 365 setup guide
How it works

How to connect ConnectWise 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.

  1. 01

    Connect your apps

    Authenticate ConnectWise 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.

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

    Choose tables

    Pick the ConnectWise 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · ConnectWise ⇄ Microsoft Dynamics 365
    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
    ConnectWise Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

ConnectWise and Microsoft Dynamics 365 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for ConnectWise and Microsoft Dynamics 365.

Popular · 8 of 386
All ConnectWise integrations All Microsoft Dynamics 365 integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own