Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to Veeva CRM integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Veeva 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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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Microsoft Dynamics 365 and Veeva CRM
Sync what happens in Microsoft Dynamics 365 with the customer records in Veeva 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 Products, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 to Accounts (HCPs and HCOs), Calls, Medical Inquiries, Sample Transactions in Veeva CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Veeva CRM, 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.
- Mirror medical inquiries into a medical information system for fulfillment and audit.
- Sync HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Veeva CRM, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Veeva CRM, so revenue context lives with the relationship.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Veeva CRM sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
What you can sync between Microsoft Dynamics 365 and Veeva 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 | Veeva CRM objects | |
|---|---|---|
| Products Catalog records aligned with ERP item masters. | Sample Transactions Sample disbursement records tracked for regulatory compliance. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. | |
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Key Messages and CLM Content Approved content presented during calls, referenced in activity data. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. | |
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Events Medical events and speaker programs managed through Veeva's events capabilities. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. |
What ships with Microsoft Dynamics 365 ⇄ Veeva CRM
Connect Microsoft Dynamics 365 and Veeva CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Veeva CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Veeva 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 Veeva CRM record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Veeva 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 Veeva CRM.
How the Microsoft Dynamics 365 and Veeva 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
Veeva CRM
- Integration surface
- Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
- Authentication
- OAuth 2.0
- Change detection
- Polling on record modification timestamps; platform event streams where the underlying org enables them
- Capabilities
- read · write
- Rate limits
- Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works
How to connect Microsoft Dynamics 365 to Veeva 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.
- 01
Connect your apps
Authenticate Microsoft Dynamics 365 and Veeva CRM 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
Veeva CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Veeva 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.
objects · Microsoft Dynamics 365 ⇄ Veeva CRMCustomers 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 Veeva CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Veeva CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Veeva CRM: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Products and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Veeva CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft Dynamics 365: 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. On Veeva CRM: Polling on record modification timestamps; platform event streams where the underlying org enables them. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Dynamics 365 side: Products, Activities, Custom Tables, Accounts, plus custom fields where Microsoft Dynamics 365 exposes them. On the Veeva CRM side: Accounts (HCPs and HCOs), Calls, Medical Inquiries, Sample Transactions. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Microsoft Dynamics 365 and Veeva CRM: Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments; Where Microsoft Dynamics 365 can store CRM context: fields kept current. Enriched fields land directly on records in Veeva CRM, and refreshes keep them from going stale.
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 Veeva CRM.
Popular · 8 of 386
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Microsoft Dynamics 365 ⇄ Clearbit -
Microsoft Dynamics 365 ⇄ Close -
Microsoft Dynamics 365 ⇄ Copper CRM -
Microsoft Dynamics 365 ⇄ Creatio CRM -
Veeva CRM ⇄ SendGrid -
Veeva CRM ⇄ Twilio -
Veeva CRM ⇄ GitHub -
Veeva CRM ⇄ Atlassian
No integrations match .
