Real-time
Two-way sync
Changes in Customer.io or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Customer.io to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Customer.io 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
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Customer.io and Microsoft Dynamics 365
Stop re-entering the same information in Customer.io 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 Newsletters, People, Objects, Events in Customer.io with Custom Tables, Accounts, Contacts, Leads 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
- Sync product usage and billing attributes from Postgres onto Customer.io people so lifecycle campaigns trigger on real product behavior.
- Push CRM segments and lead status into Customer.io so messaging respects sales stage.
- Sync cases with external ticketing or product systems so support works one queue.
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
Where Microsoft Dynamics 365 is where the team documents or plans: keep its data fed
Information that originates in Customer.io 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.
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
What you can sync between Customer.io 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.
| Customer.io objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Objects Non-person entities such as accounts or companies, related to people for account-level messaging. | Products Catalog records aligned with ERP item masters. | |
| Events Behavioral events sent via the Track API that trigger campaigns. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | |
| Campaigns Automated workflows whose membership and metrics can be read via the App API. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | |
| Broadcasts One-off sends to segments or audiences, triggerable via API. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | |
| Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. | Leads Inbound records enriched and routed from external sources into sales queues. |
What ships with Customer.io ⇄ Microsoft Dynamics 365
Connect Customer.io and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Customer.io 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 Customer.io or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Customer.io ⇄ 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 Customer.io and Microsoft Dynamics 365.
How the Customer.io and Microsoft Dynamics 365 connectors work
Customer.io
- Integration surface
- REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
- Authentication
- Basic auth with site ID and API key for the Track API; bearer token for the App API
- Change detection
- Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-API rate limits documented by Customer.io
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 Customer.io 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 Customer.io 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.
Customer.io
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Customer.io 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 · Customer.io ⇄ 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.
Customer.io Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Customer.io and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Customer.io and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Customer.io's Objects and Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Customer.io side: Newsletters, People, Objects, Events, plus custom fields where Customer.io exposes them. On the Microsoft Dynamics 365 side: Custom Tables, Accounts, Contacts, Leads. Stacksync auto-detects both schemas and converts types between the two systems.
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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 Customer.io and Microsoft Dynamics 365: Where Microsoft Dynamics 365 is where the team documents or plans: keep its data fed; Handoffs between teams; Where both tools track people or companies: one consistent record. Information that originates in Customer.io stays current in Microsoft Dynamics 365 instead of going stale after a one-time paste.
-
Customer.io: REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages. Authentication: Basic auth with site ID and API key for the Track API; bearer token for the App API. 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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Customer.io: The Track API is ingestion-oriented: integrations identify people and send events, and Customer.io matches records on identifiers such as id or email. Microsoft Dynamics 365: CDC on custom entities does not work until Change Tracking is manually enabled per table in Power Apps/Dataverse. Stacksync's field mapping accounts for these differences between Customer.io and Microsoft Dynamics 365 without custom code.
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 Customer.io and Microsoft Dynamics 365.
Popular · 8 of 386
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Customer.io ⇄ Slack -
Customer.io ⇄ Zendesk -
Customer.io ⇄ Campfire -
Customer.io ⇄ Front -
Microsoft Dynamics 365 ⇄ eClinicalWorks -
Microsoft Dynamics 365 ⇄ Full Enrich -
Microsoft Dynamics 365 ⇄ Google Sheets -
Microsoft Dynamics 365 ⇄ Klaviyo
No integrations match .
