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Business productivity ⇄ CRM

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

Keep Microsoft Dynamics 365 and Outreach 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 Outreach

Sync what happens in Microsoft Dynamics 365 with the customer records in Outreach, 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 Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Users, Mailboxes, Prospects, Accounts in Outreach with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Outreach, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.

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.
  • Enroll leads in sequences automatically by writing sequence-state records when a lead crosses a scoring threshold in the warehouse.
  • Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.

Where Microsoft Dynamics 365 supplies contact or company data

Enriched fields land directly on records in Outreach, and refreshes keep them from going stale.

Where Microsoft Dynamics 365 processes payments

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

Where Microsoft Dynamics 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Outreach sync into Microsoft Dynamics 365, so people working there have the context without switching tools.

What you can sync between Microsoft Dynamics 365 and Outreach

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 Outreach objects
Products Catalog records aligned with ERP item masters. Sequences Multi-step cadences; synced as reference data for enrollment automation
Activities Emails, calls, and tasks captured for engagement analytics. Sequence states Per-prospect enrollments; writing one adds a prospect to a cadence
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Mailings Sent emails with engagement data, pulled for activity analytics
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Calls Logged call records synced into engagement reporting
Contacts Person records kept consistent with marketing, support, and data-warehouse copies. Tasks Rep action items mirrored between Outreach and the CRM
Leads Inbound records enriched and routed from external sources into sales queues. Opportunities Deal records used to tie engagement to pipeline outcomes
What ships with Microsoft Dynamics 365 ⇄ Outreach

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Outreach 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 Outreach 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 Outreach record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Outreach 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 Outreach.

How the Microsoft Dynamics 365 and Outreach 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

Outreach

Integration surface
REST API conforming to the JSON:API specification
Authentication
OAuth 2.0
Change detection
webhook subscriptions on resource create, update, and destroy events, plus polling
Capabilities
read · write · webhooks
Rate limits
subject to per-user hourly rate limits
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Outreach 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 Outreach.

Popular · 8 of 386
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