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Business productivity ⇄ CRM

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

Keep Microsoft Dynamics 365 and SugarCRM 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 SugarCRM

Sync what happens in Microsoft Dynamics 365 with the customer records in SugarCRM, 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 Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 to Leads, Opportunities, Cases, Calls and Meetings in SugarCRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in SugarCRM, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.

Common use cases

  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Consolidate data from an on-premise Sugar deployment into a cloud warehouse for reporting
  • Two-way sync between SugarCRM and an ERP so account, quote, and order data match in both systems

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

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

What you can sync between Microsoft Dynamics 365 and SugarCRM

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 SugarCRM objects
Leads Inbound records enriched and routed from external sources into sales queues. Calls and Meetings Activity records used for engagement reporting.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Tasks Follow-ups attached to records across modules.
Cases (Incidents) Support records shared with ticketing tools and product databases. Campaigns Marketing efforts tied back to leads and opportunities.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Custom modules Modules built with Module Builder get the same REST endpoints as stock ones.
Products Catalog records aligned with ERP item masters. Accounts Company records, the usual join key against ERP customer masters.
Activities Emails, calls, and tasks captured for engagement analytics. Contacts People linked to accounts, synced with marketing and support systems.
What ships with Microsoft Dynamics 365 ⇄ SugarCRM

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or SugarCRM 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 SugarCRM 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 SugarCRM record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ SugarCRM 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 SugarCRM.

How the Microsoft Dynamics 365 and SugarCRM 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

SugarCRM

Integration surface
REST API with module-based endpoints
Authentication
OAuth 2.0 access and refresh tokens issued by the Sugar instance
Change detection
Polling on date_modified; server-side web logic hooks can push record events to external URLs
Capabilities
read · write · webhooks
Rate limits
Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and SugarCRM 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 SugarCRM.

Popular · 8 of 386
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