Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Salesmate instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to Salesmate integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Salesmate 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 and Salesmate
Sync what happens in Microsoft Dynamics 365 with the customer records in Salesmate, 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 Notes, Users, Contacts, Companies in Salesmate with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Salesmate, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
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.
- Keep contact segments aligned bi-directionally with an email marketing platform.
- Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Salesmate sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Salesmate, 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 Salesmate, and refreshes keep them from going stale.
What you can sync between Microsoft Dynamics 365 and Salesmate
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 | Salesmate objects | |
|---|---|---|
| Activities Emails, calls, and tasks captured for engagement analytics. | Contacts Person records synced with marketing tools and enrichment databases. | |
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Companies Organization records linked to contacts and deals. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | |
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Activities Calls, emails, and tasks logged against records and exported for analytics. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Pipelines and Stages Sales process definitions read for stage mapping in syncs. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Products Catalog items attached to deals, typically sourced from an ERP or billing system. |
What ships with Microsoft Dynamics 365 ⇄ Salesmate
Connect Microsoft Dynamics 365 and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Salesmate 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 Salesmate record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Salesmate 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 Salesmate.
How the Microsoft Dynamics 365 and Salesmate 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
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps 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 Salesmate — 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.
- 01
Connect your apps
Authenticate Microsoft Dynamics 365 and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft Dynamics 365
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Salesmate 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.
objects · Microsoft Dynamics 365 ⇄ SalesmateCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft Dynamics 365 SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Salesmate integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Salesmate: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Activities and Custom Tables), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Microsoft Dynamics 365: 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). Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Dynamics 365: CDC on custom entities does not work until Change Tracking is manually enabled per table in Power Apps/Dataverse. Salesmate: Salesmate organizes CRM data into Contacts, Companies, Deals, and Activities modules, each supporting custom fields that syncs can read and write. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 and Salesmate without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft Dynamics 365 and Salesmate records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 and Salesmate connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–Salesmate integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Salesmate. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 Salesmate.
Popular · 8 of 386
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Microsoft Dynamics 365 ⇄ Apollo.io -
Microsoft Dynamics 365 ⇄ Clearbit -
Microsoft Dynamics 365 ⇄ Close -
Microsoft Dynamics 365 ⇄ Copper CRM -
Salesmate ⇄ Braze -
Salesmate ⇄ ConnectWise -
Salesmate ⇄ Aviato -
Salesmate ⇄ Customer.io
No integrations match .
