Real-time
Two-way sync
Changes in Freshsales or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Freshsales to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Freshsales 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 Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Freshsales and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Freshsales, 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 Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Notes, Sales activities, Products, Contacts in Freshsales with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Freshsales, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
- Two-way sync of contacts and accounts between Freshsales and a Postgres database so product and data teams query CRM data with SQL.
- Sync deals into a data warehouse for pipeline reporting alongside product usage data.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Freshsales, 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 Freshsales 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 Freshsales, so sales sees open issues before the next call.
What you can sync between Freshsales 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.
| Freshsales objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Notes Free-text records attached to contacts, accounts, and deals. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | |
| Sales activities Configurable activity types logged against records, useful for engagement scoring. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | |
| Products Catalog items attached to deals for line-level revenue data. | Leads Inbound records enriched and routed from external sources into sales queues. | |
| Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| Accounts Company records kept aligned with billing, ERP, and warehouse tables. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Deals Pipeline records synced to a warehouse for revenue reporting. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. |
What ships with Freshsales ⇄ Microsoft Dynamics 365
Connect Freshsales and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshsales 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 Freshsales or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Freshsales ⇄ 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 Freshsales and Microsoft Dynamics 365.
How the Freshsales and Microsoft Dynamics 365 connectors work
Freshsales
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by Freshworks plan
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 Freshsales 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 Freshsales 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.
Freshsales
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshsales 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 · Freshsales ⇄ 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.
Freshsales Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshsales and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Freshsales and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Freshsales's Notes and Sales activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Freshsales: Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations. On Microsoft Dynamics 365: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Dynamics 365 side: Cases (Incidents), Quotes, Orders & Invoices, Products, Activities, plus custom fields where Microsoft Dynamics 365 exposes them. On the Freshsales side: Notes, Sales activities, Products, Contacts. 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 Freshsales 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 Freshsales, so revenue context lives with the relationship.
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Freshsales: REST API. Authentication: API key sent as a Token authorization header. 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.
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 Freshsales and Microsoft Dynamics 365.
Popular · 8 of 386
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Freshsales ⇄ Aviato -
Freshsales ⇄ Customer.io -
Freshsales ⇄ eClinicalWorks -
Freshsales ⇄ Full Enrich -
Microsoft Dynamics 365 ⇄ Gorgias -
Microsoft Dynamics 365 ⇄ Infor CRM -
Microsoft Dynamics 365 ⇄ Insightly -
Microsoft Dynamics 365 ⇄ Intercom
No integrations match .
