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Business productivity ⇄ CRM

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

Keep eClinicalWorks 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect eClinicalWorks and Microsoft Dynamics 365 Sales

Sync what happens in eClinicalWorks 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 eClinicalWorks 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 Diagnostic reports, Patients, Appointments, Encounters in eClinicalWorks to Accounts, Contacts, Leads, Opportunities in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
  • Sync patient demographics and appointments into a CRM so patient outreach and intake teams work from current data.
  • 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 eClinicalWorks supplies contact or company data

Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.

Where eClinicalWorks processes payments

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

Where eClinicalWorks can store CRM context: fields kept current

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

What you can sync between eClinicalWorks 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.

eClinicalWorks objects Microsoft Dynamics 365 Sales objects
Documents Clinical notes and attachments referenced from the chart. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Diagnostic reports Structured result reports grouping observations for a study or panel. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Patients Demographic records exposed via FHIR Patient resources and HL7 ADT feeds; the anchor for all clinical syncs. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Encounters Visit records tying diagnoses, providers, and billing context together. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Practitioners Provider records used to keep directories and scheduling systems consistent. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
What ships with eClinicalWorks ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

Changes in eClinicalWorks 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 eClinicalWorks 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 eClinicalWorks or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your eClinicalWorks ⇄ 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 eClinicalWorks and Microsoft Dynamics 365 Sales.

How the eClinicalWorks and Microsoft Dynamics 365 Sales connectors work

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements

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

    Choose tables

    Pick the eClinicalWorks 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 · eClinicalWorks ⇄ 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
    eClinicalWorks Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

eClinicalWorks 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 eClinicalWorks and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
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