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

Keep Microsoft Dynamics 365 and Twilio 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 Twilio

Stop re-entering the same information in Microsoft Dynamics 365 and Twilio: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 with Calls, Incoming Phone Numbers, Outgoing Caller IDs, Accounts in Twilio in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Trigger outbound messages by writing rows to a synced database table instead of calling the Twilio API directly from application code.
  • Sync delivery and error statuses back into the system that initiated the send, so failed messages surface where the campaign lives.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

What you can sync between Microsoft Dynamics 365 and Twilio

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 Twilio objects
Leads Inbound records enriched and routed from external sources into sales queues. Addresses Synced with incremental and full sync per the Stacksync docs.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Flows Synced with incremental and full sync per the Stacksync docs.
Cases (Incidents) Support records shared with ticketing tools and product databases. Usage Records Aggregated usage and spend data synced into finance systems for cost tracking.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Messages SMS, MMS, and WhatsApp messages with delivery status; synced to log outreach in CRMs and databases.
Products Catalog records aligned with ERP item masters. Messaging Services Synced with incremental and full sync per the Stacksync docs.
Activities Emails, calls, and tasks captured for engagement analytics. Calls Voice call records with duration and outcome, commonly mirrored to support and sales systems.
What ships with Microsoft Dynamics 365 ⇄ Twilio

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Twilio 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 Twilio 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 Twilio record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Twilio 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 Twilio.

How the Microsoft Dynamics 365 and Twilio 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

Twilio

Integration surface
REST API (per-product APIs for Messaging, Voice, Conversations, Verify)
Authentication
Account SID + Auth Token (copied from Twilio Console Account Info and entered into the Stacksync Twilio connector)
Change detection
Status callback webhooks per message and call, plus polling of resource lists for backfill
Capabilities
read · write · webhooks
Twilio setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Twilio 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 Twilio.

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