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Business productivity ⇄ Data warehouse

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

Keep Microsoft Dynamics 365 and Rockset 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 Rockset

Get the data locked inside Microsoft Dynamics 365 into Rockset as live tables, and send results back where Microsoft Dynamics 365 can use them, without writing a pipeline.

Whatever Microsoft Dynamics 365 is used for, it accumulates data the rest of the company wants to analyze, and that data usually sits behind an API rather than in the warehouse. Building and babysitting an extraction pipeline is the tax most teams pay for it.

Stacksync syncs Custom Tables, Accounts, Contacts, Leads from Microsoft Dynamics 365 into tables in Rockset continuously, handling schema, rate limits, and retries. Because the sync is bi-directional, results computed in Rockset can also be written back into fields in Microsoft Dynamics 365 where the tool can use them.

Common use cases

  • Sync cases with external ticketing or product systems so support works one queue.
  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Serve real-time dashboards over CRM and ERP records synced from operational databases.
  • Sync Postgres or DynamoDB tables into collections for low-latency aggregations without loading a batch warehouse.

History that outlives the tool

A continuously synced copy in Rockset preserves a queryable record even as data ages out of Microsoft Dynamics 365 or gets changed inside it.

Analytics on Microsoft Dynamics 365's data

Records and events from Microsoft Dynamics 365 land in Rockset as queryable tables, current within seconds and ready to join with the rest of the warehouse.

Cross-tool reporting

Combine Microsoft Dynamics 365's data with data from every other synced system to answer questions no single tool can.

What you can sync between Microsoft Dynamics 365 and Rockset

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 Rockset objects
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Collections Schemaless document containers that ingested and synced records land in.
Products Catalog records aligned with ERP item masters. Documents JSON records addressable by _id, written via the Write API in sync pipelines.
Activities Emails, calls, and tasks captured for engagement analytics. Workspaces Namespaces that group collections and query lambdas per team or environment.
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data.
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Aliases Stable names that point at collections, used to swap datasets without changing queries.
Contacts Person records kept consistent with marketing, support, and data-warehouse copies. Integrations Managed source connections (databases, streams, object storage) feeding collections.
What ships with Microsoft Dynamics 365 ⇄ Rockset

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Rockset 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 Rockset 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 Rockset record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Rockset 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 Rockset.

How the Microsoft Dynamics 365 and Rockset 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

Rockset

Integration surface
REST API (SQL over HTTP, plus a document Write API)
Authentication
API key
Change detection
Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
Capabilities
read · write
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Rockset 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 Rockset.

Popular · 8 of 386
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