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Business productivity ⇄ Data warehouse

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

Keep Microsoft Dynamics 365 and Vertica 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 Vertica

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

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.
  • Land ERP transactions in Vertica for finance analytics without maintaining hand-built ETL jobs.
  • Push segments or aggregates computed in Vertica back into operational tools such as a CRM.

Analytics on Microsoft Dynamics 365's data

Records and events from Microsoft Dynamics 365 land in Vertica as queryable tables, current within seconds and ready to join with the rest of the warehouse.

Cross-tool reporting

Combine Microsoft Dynamics 365's data with data from every other synced system to answer questions no single tool can.

Where Microsoft Dynamics 365 accepts updates: operational write-back

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

What you can sync between Microsoft Dynamics 365 and Vertica

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 Vertica objects
Products Catalog records aligned with ERP item masters. Tables Columnar tables; the primary read and write targets for syncs.
Activities Emails, calls, and tasks captured for engagement analytics. Projections Sorted, encoded physical copies of table data that the optimizer selects at query time; they affect load and query behavior rather than being addressed directly.
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Views Logical views used to shape reads for downstream consumers.
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Flex Tables Schema-flexible tables for semi-structured JSON data landed before modeling.
Contacts Person records kept consistent with marketing, support, and data-warehouse copies. External Tables Data queried in place on files or object storage without loading.
Leads Inbound records enriched and routed from external sources into sales queues. Schemas Namespaces used to organize synced datasets by domain or source.
What ships with Microsoft Dynamics 365 ⇄ Vertica

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Vertica 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 Vertica 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 Vertica record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Vertica 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 Vertica.

How the Microsoft Dynamics 365 and Vertica 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

Vertica

Integration surface
SQL over JDBC, ODBC, and ADO.NET drivers
Authentication
Database credentials, with LDAP, Kerberos, and OAuth options in enterprise deployments
Change detection
No exposed transaction-log CDC; polling on timestamp or epoch columns
Capabilities
read · write
Rate limits
No API rate limits; throughput is bounded by cluster resources, and bulk COPY is preferred over row-by-row writes.
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Vertica 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 Vertica.

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