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Business productivity ⇄ CRM

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

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.

  • 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 Dynamics 365 and Nutshell

Sync what happens in Microsoft Dynamics 365 with the customer records in Nutshell, 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 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.

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.
  • Mirror tasks and activities into ops tools for cross-team visibility.
  • Sync Nutshell leads into a warehouse or Postgres so small B2B teams can report on pipeline without exports.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Nutshell, 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 Nutshell, and refreshes keep them from going stale.

Where Microsoft Dynamics 365 processes payments

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

What you can sync between Microsoft Dynamics 365 and Nutshell

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
What ships with Microsoft Dynamics 365 ⇄ Nutshell

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 or Nutshell 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 Nutshell record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Nutshell 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 Nutshell.

How the Microsoft Dynamics 365 and Nutshell 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 setup guide

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits
How it works

How to connect Microsoft Dynamics 365 to Nutshell — 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 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Microsoft Dynamics 365 connected
    Nutshell connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Microsoft Dynamics 365 ⇄ Nutshell
    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 Dynamics 365 Nutshell
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft Dynamics 365 and Nutshell 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.

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 Nutshell.

Popular · 8 of 386
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