Two-way sync
Changes in Microsoft Dynamics 365 or Nutshell instantly reflect in both systems. No stale data, no manual imports.
Keep Microsoft Dynamics 365 and Nutshell in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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 Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products in Microsoft Dynamics 365 to Tasks, Notes, Products, Tags in Nutshell with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Nutshell, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Tickets and conversations attach to the right contact and account in Nutshell, so sales sees open issues before the next call.
Enriched fields land directly on records in Nutshell, and refreshes keep them from going stale.
Charges, refunds, and subscription changes appear on the account in Nutshell, so revenue context lives with the relationship.
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 | Nutshell objects | |
|---|---|---|
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Notes Free-text history attached to leads and contacts, replicated for a full timeline | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Products Line items attached to leads, used to sync sold products into billing | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Tags Segmentation labels mapped to lists or filters in downstream tools | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Users Rep records used to resolve ownership when syncing assignments | |
| Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Leads Nutshell's deal object; synced as the pipeline record linked to people and companies | |
| Products Catalog records aligned with ERP item masters. | People Individual contacts, kept consistent with marketing and outreach tools |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Nutshell connection.
Changes in Microsoft Dynamics 365 or Nutshell instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Microsoft Dynamics 365 or Nutshell data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Microsoft Dynamics 365 or Nutshell record.
Track your Microsoft Dynamics 365 ⇄ Nutshell sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 and Nutshell.
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.
Authenticate Microsoft Dynamics 365 and Nutshell with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Microsoft Dynamics 365 and Nutshell 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Nutshell: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Nutshell. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Microsoft Dynamics 365: 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. On Nutshell: Webhook subscriptions for record events, with polling as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
On the Microsoft Dynamics 365 side: Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products, plus custom fields where Microsoft Dynamics 365 exposes them. On the Nutshell side: Tasks, Notes, Products, Tags. Stacksync auto-detects both schemas and converts types between the two systems.
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.
Common patterns for Microsoft Dynamics 365 and Nutshell: 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 Nutshell, so sales sees open issues before the next call.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 and Nutshell.