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Business productivity ⇄ CRM

Customer.io to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Customer.io 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.

  • 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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Why teams connect Customer.io and Microsoft Dynamics 365 Sales

Sync what happens in Customer.io with the customer records in Microsoft Dynamics 365 Sales, 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 Customer.io 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 Campaigns, Broadcasts, Deliveries / Messages, Newsletters in Customer.io to Opportunities, Quotes, Orders, Invoices in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Customer.io can store and use it.

Common use cases

  • Push CRM segments and lead status into Customer.io so messaging respects sales stage.
  • Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.

Where Customer.io processes payments

Charges, refunds, and subscription changes appear on the account in Microsoft Dynamics 365 Sales, so revenue context lives with the relationship.

Where Customer.io can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Customer.io, so people working there have the context without switching tools.

Where Customer.io handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.

What you can sync between Customer.io and Microsoft Dynamics 365 Sales

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 Sales objects
Events Behavioral events sent via the Track API that trigger campaigns. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Campaigns Automated workflows whose membership and metrics can be read via the App API. Contacts Person records linked to accounts; synced with marketing and support systems.
Broadcasts One-off sends to segments or audiences, triggerable via API. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
What ships with Customer.io ⇄ Microsoft Dynamics 365 Sales

Connect Customer.io and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Microsoft Dynamics 365 Sales 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 Sales record.

Observability

Monitoring

Track your Customer.io ⇄ Microsoft Dynamics 365 Sales 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 Sales.

How the Customer.io and Microsoft Dynamics 365 Sales 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 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works

How to connect Customer.io to Microsoft Dynamics 365 Sales — 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 Customer.io 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.

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

    Choose tables

    Pick the Customer.io 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Customer.io ⇄ Microsoft Dynamics 365 Sales
    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
    Customer.io Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and Microsoft Dynamics 365 Sales 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 Customer.io and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
All Customer.io integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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