Real-time
Two-way sync
Changes in Microsoft 365 or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft 365 to Veeva CRM integration — real-time, two-way sync
Keep Microsoft 365 and Veeva CRM 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 Fivetran
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Migrated from Celigo
Why teams connect Microsoft 365 and Veeva CRM
Sync what happens in Microsoft 365 with the customer records in Veeva CRM, 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 Planner & To Do Tasks, Users, Groups, Mail Messages in Microsoft 365 to Medical Inquiries, Sample Transactions, Consent Records, Key Messages and CLM Content in Veeva CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Veeva CRM, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- Archive mail and file metadata into a warehouse for compliance and activity analytics.
- Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
- Mirror medical inquiries into a medical information system for fulfillment and audit.
- Sync HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Veeva CRM 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 Veeva CRM, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Veeva CRM, so revenue context lives with the relationship.
What you can sync between Microsoft 365 and Veeva CRM
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 | Veeva CRM objects | |
|---|---|---|
| Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | Key Messages and CLM Content Approved content presented during calls, referenced in activity data. | |
| Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. | |
| Contacts Personal and org contacts kept consistent with CRM contact records. | Events Medical events and speaker programs managed through Veeva's events capabilities. | |
| OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. | |
| SharePoint Sites & Lists List items read and written like lightweight database tables. | Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on. | |
| Teams Team and membership data provisioned from upstream systems. | Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown. |
What ships with Microsoft 365 ⇄ Veeva CRM
Connect Microsoft 365 and Veeva CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Veeva CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft 365 or Veeva CRM 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 Veeva CRM record.
Observability
Monitoring
Track your Microsoft 365 ⇄ Veeva CRM 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 Veeva CRM.
How the Microsoft 365 and Veeva CRM 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
Veeva CRM
- Integration surface
- Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
- Authentication
- OAuth 2.0
- Change detection
- Polling on record modification timestamps; platform event streams where the underlying org enables them
- Capabilities
- read · write
- Rate limits
- Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works
How to connect Microsoft 365 to Veeva CRM — 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 Veeva CRM 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
Veeva CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft 365 and Veeva CRM 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 ⇄ Veeva CRMCustomers 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 Veeva CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft 365 and Veeva CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft 365 and Veeva CRM: authenticate both systems, choose the objects to sync (such as Microsoft 365's Mail Messages and Calendar Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. On Veeva CRM: Polling on record modification timestamps; platform event streams where the underlying org enables them. 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 365 side: Planner & To Do Tasks, Users, Groups, Mail Messages, plus custom fields where Microsoft 365 exposes them. On the Veeva CRM side: Medical Inquiries, Sample Transactions, Consent Records, Key Messages and CLM Content. 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 Microsoft 365 and Veeva CRM: Where Microsoft 365 can store CRM context: fields kept current; Where Microsoft 365 supplies contact or company data; Where Microsoft 365 processes payments. Owner, lifecycle stage, or account details from Veeva CRM sync into Microsoft 365, so people working there have the context without switching tools.
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Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Veeva CRM: Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM. Authentication: OAuth 2.0. 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 Microsoft 365 and Veeva CRM.
Popular · 8 of 386
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Microsoft 365 ⇄ Gorgias -
Microsoft 365 ⇄ Infor CRM -
Microsoft 365 ⇄ Insightly -
Microsoft 365 ⇄ Intercom -
Veeva CRM ⇄ SendGrid -
Veeva CRM ⇄ Twilio -
Veeva CRM ⇄ GitHub -
Veeva CRM ⇄ Atlassian
No integrations match .
