Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Microsoft Teams instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Microsoft Dynamics 365 to Microsoft Teams integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Microsoft Teams 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
Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 and Microsoft Teams
Stop re-entering the same information in Microsoft Dynamics 365 and Microsoft Teams: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 with Chats & Chat Messages, Team Members & Users, Online Meetings, Tabs & Installed Apps in Microsoft Teams in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
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.
- Sync team membership from HR or identity systems so channels match the org chart.
- Route support case updates from the CRM into a triage channel for faster response.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where Microsoft Teams is where the team documents or plans: keep its data fed
Information that originates in Microsoft Dynamics 365 stays current in Microsoft Teams instead of going stale after a one-time paste.
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
What you can sync between Microsoft Dynamics 365 and Microsoft Teams
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 Teams objects | |
|---|---|---|
| Leads Inbound records enriched and routed from external sources into sales queues. | Channels Channel targets used for routing synced notifications and updates. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Channel Messages Posted messages read for archiving or written to broadcast record changes. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use. | |
| Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Team Members & Users Membership synced with identity, HR, or CRM ownership data. | |
| Products Catalog records aligned with ERP item masters. | Online Meetings Meeting records synced with scheduling and CRM activity timelines. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Tabs & Installed Apps App configuration read to audit or provision team workspaces. |
What ships with Microsoft Dynamics 365 ⇄ Microsoft Teams
Connect Microsoft Dynamics 365 and Microsoft Teams for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Microsoft Teams connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Microsoft Teams 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 Teams record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Microsoft Teams 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 Teams.
How the Microsoft Dynamics 365 and Microsoft Teams 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 Teams
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
- Change detection
- Graph change notifications (webhooks) for messages and membership; delta queries on some resources
- Capabilities
- read · write · webhooks
How it works
How to connect Microsoft Dynamics 365 to Microsoft Teams — 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 Teams 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 Teams
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Microsoft Teams 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 TeamsCustomers 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 TeamsCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Microsoft Teams integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Microsoft Teams: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Leads and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Dynamics 365 and Microsoft Teams: Where one tool produces events: mirror them in the other; Where Microsoft Teams is where the team documents or plans: keep its data fed; Handoffs between teams. Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
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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 Teams: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access. 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 Teams: Teams has no standalone API; all programmatic access goes through Microsoft Graph alongside the rest of Microsoft 365. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 and Microsoft Teams 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 Teams records are not retained after a sync operation.
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 Teams.
Popular · 8 of 386
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Microsoft Dynamics 365 ⇄ Full Enrich -
Microsoft Dynamics 365 ⇄ Google Sheets -
Microsoft Dynamics 365 ⇄ Klaviyo -
Microsoft Dynamics 365 ⇄ Lemlist -
Microsoft Teams ⇄ Resend - Microsoft Teams ⇄ ServiceNow
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Microsoft Teams ⇄ Slack -
Microsoft Teams ⇄ Zendesk
No integrations match .
