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Database ⇄ CRM

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

Keep MarkLogic 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 MarkLogic and Microsoft Dynamics 365 Sales

Treat Microsoft Dynamics 365 Sales like part of your database: its records live in MarkLogic as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in MarkLogic, where it can be queried and joined like everything else.

Stacksync mirrors Opportunities, Quotes, Orders, Invoices from Microsoft Dynamics 365 Sales into TDE Views, Document Metadata & Properties, Databases & Forests, Users & Roles in MarkLogic with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Microsoft Dynamics 365 Sales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Feed BI models with continuously updated CRM data instead of scheduled exports.
  • Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • Land document data in relational warehouses by reading TDE views as SQL rows.
  • Write updates from operational systems back into the document hub to keep the canonical record current.

Trigger workflows from CRM changes

Field and stage updates in Microsoft Dynamics 365 Sales arrive as row changes in MarkLogic, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Microsoft Dynamics 365 Sales become tables in MarkLogic you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to MarkLogic sync onto the matching records in Microsoft Dynamics 365 Sales, giving go-to-market teams live product context.

What you can sync between MarkLogic 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.

MarkLogic objects Microsoft Dynamics 365 Sales objects
Semantic Triples RDF data stored alongside documents, queryable with SPARQL for linked-data syncs. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
TDE Views Relational projections of documents that let syncs read document data as SQL rows. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
Document Metadata & Properties Permissions, quality, and property fragments carried with each document. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Databases & Forests Storage units that define the scope and placement of synced content. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Users & Roles Security principals that govern what an integration credential can read or write. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Documents JSON and XML documents, the primary records read from and written to the database. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
What ships with MarkLogic ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your MarkLogic ⇄ 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 MarkLogic and Microsoft Dynamics 365 Sales.

How the MarkLogic and Microsoft Dynamics 365 Sales connectors work

MarkLogic

Integration surface
REST API (Client API), plus SQL/ODBC access over TDE views and Java/Node client libraries
Authentication
Username/password (digest or basic), with certificate-based options
Change detection
No exposed transaction log; polling on document timestamps/metadata, or server-side triggers that record changes for pickup
Capabilities
read · write

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

    Choose tables

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

MarkLogic 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 MarkLogic and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
All MarkLogic integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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