Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Microsoft Dynamics 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 Dynamics 365 and Microsoft Dynamics 365 Sales
Sync what happens in Microsoft Dynamics 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 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 Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 to Contacts, Leads, Opportunities, Quotes in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Enrich leads from external data sources and write scores back onto Dynamics records.
- Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Microsoft Dynamics 365 Sales, so revenue context lives with the relationship.
What you can sync between Microsoft Dynamics 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 Dynamics 365 objects | Microsoft Dynamics 365 Sales objects | |
|---|---|---|
| Activities Emails, calls, and tasks captured for engagement analytics. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | |
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Contacts Person records linked to accounts; synced with marketing and support systems. | |
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. |
What ships with Microsoft Dynamics 365 ⇄ Microsoft Dynamics 365 Sales
Connect Microsoft Dynamics 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 Dynamics 365–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 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 Dynamics 365 or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Microsoft Dynamics 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 Dynamics 365 and Microsoft Dynamics 365 Sales.
How the Microsoft Dynamics 365 and Microsoft Dynamics 365 Sales connectors work
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
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 Dynamics 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 Dynamics 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 Dynamics 365
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 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 Dynamics 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 Dynamics 365 Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Microsoft Dynamics 365 Sales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Activities and Custom Tables), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Microsoft Dynamics 365 and Microsoft Dynamics 365 Sales: Where Microsoft Dynamics 365 handles support or shared inboxes; Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments. Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.
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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). 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 Dynamics 365: Customer engagement apps store data in Dataverse, which exposes a uniform OData v4 Web API across standard and custom tables. Microsoft Dynamics 365 Sales: Custom tables and columns are first-class in the Web API and are described by the same metadata endpoints as standard tables. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 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 Dynamics 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 Dynamics 365 and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–Microsoft Dynamics 365 Sales integration in-house.
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 Dynamics 365 and Microsoft Dynamics 365 Sales.
Popular · 8 of 386
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Microsoft Dynamics 365 ⇄ Clearbit -
Microsoft Dynamics 365 ⇄ Close -
Microsoft Dynamics 365 ⇄ Copper CRM -
Microsoft Dynamics 365 ⇄ Creatio CRM -
Microsoft Dynamics 365 Sales ⇄ Slack -
Microsoft Dynamics 365 Sales ⇄ Zendesk -
Microsoft Dynamics 365 Sales ⇄ Campfire -
Microsoft Dynamics 365 Sales ⇄ Front
No integrations match .
