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Business productivity ⇄ CRM

Microsoft 365 to Salesforce integration — real-time, two-way sync

Keep Microsoft 365 and Salesforce 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 Microsoft 365 and Salesforce

Sync what happens in Microsoft 365 with the customer records in Salesforce, 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 SharePoint Sites & Lists, Teams, Planner & To Do Tasks, Users in Microsoft 365 to Campaigns, Tasks and Events, Products and Price Books, Custom Objects in Salesforce with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Salesforce, and CRM data flows the other way wherever Microsoft 365 can store and use it.

Common use cases

  • Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
  • Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

Where Microsoft 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesforce 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 Salesforce, and refreshes keep them from going stale.

Where Microsoft 365 processes payments

Charges, refunds, and subscription changes appear on the account in Salesforce, so revenue context lives with the relationship.

What you can sync between Microsoft 365 and Salesforce

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 Salesforce objects
OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
SharePoint Sites & Lists List items read and written like lightweight database tables. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close.
Teams Team and membership data provisioned from upstream systems. Cases Support records; synced with help desk tools or internal databases for escalation workflows.
Planner & To Do Tasks Task items synced with project and work-management tools. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Users Entra ID user accounts synced with HR and identity systems. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
What ships with Microsoft 365 ⇄ Salesforce

Connect Microsoft 365 and Salesforce for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Microsoft 365 or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Salesforce 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 Salesforce.

How the Microsoft 365 and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Microsoft 365 to Salesforce — 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 Microsoft 365 and Salesforce 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
    Microsoft 365 connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft 365 and Salesforce 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 · Microsoft 365 ⇄ Salesforce
    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
    Microsoft 365 Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft 365 and Salesforce 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 Microsoft 365 and Salesforce.

Popular · 8 of 386
All Microsoft 365 integrations All Salesforce integrations Browse all integrations
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