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Business productivity ⇄ Data warehouse

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

Keep Microsoft Dynamics 365 and Snowflake 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 Snowflake

Get the data locked inside Microsoft Dynamics 365 into Snowflake 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 Products, Activities, Custom Tables, Accounts from Microsoft Dynamics 365 into tables in Snowflake continuously, handling schema, rate limits, and retries. Because the sync is bi-directional, results computed in Snowflake can also be written back into fields in Microsoft Dynamics 365 where the tool can use them.

Common use cases

  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
  • Keep a customer 360 table aligned with its source systems in both directions instead of one-way reverse ETL
  • Push product usage aggregates from Snowflake into sales and success tools for account prioritization

Where Microsoft Dynamics 365 accepts updates: operational write-back

Segments, scores, or reference values computed in Snowflake sync back onto records in Microsoft Dynamics 365, putting analysis where the work happens.

History that outlives the tool

A continuously synced copy in Snowflake 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 Snowflake as queryable tables, current within seconds and ready to join with the rest of the warehouse.

What you can sync between Microsoft Dynamics 365 and Snowflake

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 Snowflake objects
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Materialized Views Precomputed results synced outward for low-latency reads.
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Streams Row-level change records on a table, consumed to process deltas instead of full scans.
Contacts Person records kept consistent with marketing, support, and data-warehouse copies. Stages File staging areas used for bulk loads into synced tables.
Leads Inbound records enriched and routed from external sources into sales queues. Tasks Scheduled SQL used to transform synced data after it lands.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. VARIANT Columns Semi-structured JSON payloads stored alongside relational columns.
Cases (Incidents) Support records shared with ticketing tools and product databases. Virtual Warehouses The compute a sync's queries run on, sized independently of storage.
What ships with Microsoft Dynamics 365 ⇄ Snowflake

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Snowflake 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 Snowflake 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 Snowflake record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Snowflake 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 Snowflake.

How the Microsoft Dynamics 365 and Snowflake 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

Snowflake

Integration surface
SQL via JDBC/ODBC and native drivers, plus the Snowflake SQL REST API
Authentication
Dedicated Snowflake service user + role with RSA key-pair authentication (Stacksync-provided public key), created via a setup script requiring SECURITY_ADMIN and ACCOUNTADMIN roles
Change detection
Not explicitly stated; the setup script grants "create stream" on synced schemas (Snowflake streams), but the docs do not name the change-capture mechanism
Capabilities
read · write · CDC
Rate limits
No conventional API rate limits; cost and throughput are governed by virtual warehouse size and running time
Snowflake setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Snowflake 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 Snowflake.

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