Real-time
Two-way sync
Changes in Creatio CRM or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Creatio CRM to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Creatio CRM 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
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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Creatio CRM and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Creatio CRM, 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 Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products in Microsoft Dynamics 365 to Opportunities, Activities, Cases, Orders in Creatio CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Creatio CRM, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
- Enrich leads from external data sources and write scores back onto Dynamics records.
- Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
- Sync Creatio accounts and opportunities into a warehouse for pipeline and forecast reporting outside Creatio dashboards.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Creatio CRM, 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 Creatio CRM 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 Creatio CRM, so sales sees open issues before the next call.
What you can sync between Creatio CRM 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.
| Creatio CRM objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. | Leads Inbound records enriched and routed from external sources into sales queues. | |
| Orders Order records bridging CRM and fulfillment or ERP systems. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| Products Catalog items referenced on orders and opportunities. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Custom sections (objects) No-code custom entities, exposed through the same API as standard objects. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. | Products Catalog records aligned with ERP item masters. | |
| Contacts Person records linked to accounts, activities, and cases. | Activities Emails, calls, and tasks captured for engagement analytics. |
What ships with Creatio CRM ⇄ Microsoft Dynamics 365
Connect Creatio CRM and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Creatio CRM 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 Creatio CRM or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Creatio CRM ⇄ 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 Creatio CRM and Microsoft Dynamics 365.
How the Creatio CRM and Microsoft Dynamics 365 connectors work
Creatio CRM
- Integration surface
- OData REST API plus a proprietary DataService API
- Authentication
- OAuth 2.0 or cookie-based session authentication
- Change detection
- Polling on ModifiedOn system columns; outbound notifications require configuring business processes
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
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 Creatio CRM 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 Creatio CRM 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.
Creatio CRM
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Creatio CRM 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 · Creatio CRM ⇄ 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.
Creatio CRM Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Creatio CRM and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Creatio CRM and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Creatio CRM's Cases and Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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.
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Common patterns for Creatio CRM and Microsoft Dynamics 365: Where Microsoft Dynamics 365 processes payments; Where Microsoft Dynamics 365 can store CRM context: fields kept current; Where Microsoft Dynamics 365 handles support or shared inboxes. Charges, refunds, and subscription changes appear on the account in Creatio CRM, so revenue context lives with the relationship.
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Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. 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. Creatio CRM: Creatio exposes its object model over OData, so any entity, including custom objects built with its no-code tools, is addressable as an OData entity set. Stacksync's field mapping accounts for these differences between Creatio CRM 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 Creatio CRM and Microsoft Dynamics 365 records are not retained after a sync operation.
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 Creatio CRM and Microsoft Dynamics 365.
Popular · 8 of 386
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Creatio CRM ⇄ Campfire -
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Microsoft Dynamics 365 ⇄ Zoho CRM -
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Microsoft Dynamics 365 ⇄ Affinity -
Microsoft Dynamics 365 ⇄ 6sense
No integrations match .
