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Business productivity ⇄ Database

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

Keep Microsoft Dynamics 365 and OpenSearch 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 OpenSearch

Mirror Microsoft Dynamics 365's data into OpenSearch so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Microsoft Dynamics 365 through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in OpenSearch.

Stacksync mirrors Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products from Microsoft Dynamics 365 into Snapshots, Indexes, Documents, Index aliases in OpenSearch and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Microsoft Dynamics 365, so the tool and the database never disagree.

Common use cases

  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Backfill or rebuild indexes from a database after mapping changes without hand-written ETL.
  • Stream CRM records such as accounts, contacts, and tickets into OpenSearch to power internal search across customer data.

React to changes as they happen

Updates in Microsoft Dynamics 365 arrive as row changes in OpenSearch, so triggers, jobs, and services can respond in near real time.

One integration pattern for the whole stack

Every synced tool looks the same from the database, so each new integration is configuration, not a new codebase.

Read Microsoft Dynamics 365 with a query

Records from Microsoft Dynamics 365 are ordinary rows in OpenSearch; join them, index them, and use them in application logic without touching the vendor API.

What you can sync between Microsoft Dynamics 365 and OpenSearch

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 OpenSearch objects
Products Catalog records aligned with ERP item masters. Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills
Activities Emails, calls, and tasks captured for engagement analytics. Index templates Mapping and settings presets applied to new indexes a sync creates
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Ingest pipelines Server-side processors that transform documents as they are written
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Data streams Append-oriented time-series storage for logs and events pushed from source systems
Contacts Person records kept consistent with marketing, support, and data-warehouse copies. Snapshots Backup artifacts, relevant when reseeding an index from a repository
Leads Inbound records enriched and routed from external sources into sales queues. Indexes The core container; synced records land in indexes with defined mappings
What ships with Microsoft Dynamics 365 ⇄ OpenSearch

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or OpenSearch 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 OpenSearch 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 OpenSearch record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ OpenSearch 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 OpenSearch.

How the Microsoft Dynamics 365 and OpenSearch 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

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas
How it works

How to connect Microsoft Dynamics 365 to OpenSearch — 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 OpenSearch 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
    OpenSearch connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 and OpenSearch 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 ⇄ OpenSearch
    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 OpenSearch
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 and OpenSearch 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 and OpenSearch.

Popular · 8 of 386
All Microsoft Dynamics 365 integrations All OpenSearch integrations Browse all integrations
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