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Business productivity ⇄ CRM

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

Keep Microsoft Dynamics 365 and Streak CRM 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 Streak CRM

Sync what happens in Microsoft Dynamics 365 with the customer records in Streak CRM, 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 Accounts, Contacts, Leads, Opportunities in Microsoft Dynamics 365 to Email threads, Custom fields, Pipelines, Boxes in Streak CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Streak CRM, 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.
  • Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools
  • Push deals and contacts into a warehouse to report on pipeline alongside product and billing data

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

Owner, lifecycle stage, or account details from Streak CRM 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 Streak CRM, 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 Streak CRM, and refreshes keep them from going stale.

What you can sync between Microsoft Dynamics 365 and Streak CRM

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 Streak CRM objects
Leads Inbound records enriched and routed from external sources into sales queues. Organizations Company records associated with contacts and boxes.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Tasks To-dos attached to boxes for follow-up tracking.
Cases (Incidents) Support records shared with ticketing tools and product databases. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Custom fields Per-pipeline field definitions that determine what data a box can hold.
Products Catalog records aligned with ERP item masters. Pipelines Define the process and the custom field schema that boxes in them carry.
Activities Emails, calls, and tasks captured for engagement analytics. Boxes The core record (a deal, hire, or project) tracked through pipeline stages.
What ships with Microsoft Dynamics 365 ⇄ Streak CRM

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Streak CRM 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 Streak CRM 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 Streak CRM record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Streak CRM 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 Streak CRM.

How the Microsoft Dynamics 365 and Streak CRM 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

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Streak CRM 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 Streak CRM.

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