Real-time
Two-way sync
Changes in Microsoft 365 or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft 365 to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Microsoft 365 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
Live sync
stacksync.com - <1s
- latency
- 2-way
- sync
- 100M+
- records
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft 365 and Microsoft Dynamics 365 Sales
Sync what happens in Microsoft 365 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 Microsoft 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 Users, Groups, Mail Messages, Calendar Events in Microsoft 365 to Invoices, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
- Sync employee records from an HR system into Entra ID users and group memberships.
- 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.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Microsoft Dynamics 365 Sales, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Microsoft 365, so people working there have the context without switching tools.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.
What you can sync between Microsoft 365 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.
| Microsoft 365 objects | Microsoft Dynamics 365 Sales objects | |
|---|---|---|
| Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Contacts Person records linked to accounts; synced with marketing and support systems. | |
| Contacts Personal and org contacts kept consistent with CRM contact records. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | |
| OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | |
| SharePoint Sites & Lists List items read and written like lightweight database tables. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | |
| Teams Team and membership data provisioned from upstream systems. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | |
| Planner & To Do Tasks Task items synced with project and work-management tools. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. |
What ships with Microsoft 365 ⇄ Microsoft Dynamics 365 Sales
Connect Microsoft 365 and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft 365 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 Microsoft 365 or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Microsoft 365 ⇄ 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 Microsoft 365 and Microsoft Dynamics 365 Sales.
How the Microsoft 365 and Microsoft Dynamics 365 Sales connectors work
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
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 Microsoft 365 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.
- 01
Connect your apps
Authenticate Microsoft 365 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.
Microsoft 365
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft 365 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.
objects · Microsoft 365 ⇄ Microsoft Dynamics 365 SalesCustomers 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.
Microsoft 365 Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft 365 and Microsoft Dynamics 365 Sales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft 365 and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Microsoft 365's Calendar Events and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft 365: Access is scoped per permission via Entra ID admin consent, so an integration only sees the workloads it was granted. Microsoft Dynamics 365 Sales: Dataverse change tracking issues delta tokens, letting a sync request only rows changed since its last call instead of re-scanning tables. Stacksync's field mapping accounts for these differences between Microsoft 365 and Microsoft Dynamics 365 Sales without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft 365 and Microsoft Dynamics 365 Sales records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft 365 and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft 365–Microsoft Dynamics 365 Sales integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft 365 and Microsoft Dynamics 365 Sales. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 Microsoft 365 and Microsoft Dynamics 365 Sales.
Popular · 8 of 386
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Microsoft 365 ⇄ Folk CRM -
Microsoft 365 ⇄ Freshsales -
Microsoft 365 ⇄ Freshworks CRM -
Microsoft 365 ⇄ Gladly -
Microsoft Dynamics 365 Sales ⇄ Google Sheets -
Microsoft Dynamics 365 Sales ⇄ Klaviyo -
Microsoft Dynamics 365 Sales ⇄ Lemlist -
Microsoft Dynamics 365 Sales ⇄ Lusha
No integrations match .
