Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Vtiger CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to Vtiger CRM integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Vtiger 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 and Vtiger CRM
Sync what happens in Microsoft Dynamics 365 with the customer records in Vtiger 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 Quotes, Orders & Invoices, Products, Activities, Custom Tables in Microsoft Dynamics 365 to Opportunities, Cases, Products, Quotes in Vtiger CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Vtiger 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 Cases to an external help desk or engineering tracker so support and product teams work from the same tickets.
- Push Quotes and Invoices into accounting software to avoid re-keying billing data.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vtiger 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 Vtiger 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 Vtiger CRM, and refreshes keep them from going stale.
What you can sync between Microsoft Dynamics 365 and Vtiger 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 | Vtiger CRM objects | |
|---|---|---|
| Activities Emails, calls, and tasks captured for engagement analytics. | Leads Unqualified prospects that convert into contacts, organizations, and opportunities. | |
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Opportunities Deal records, historically the Potentials module, synced for pipeline reporting. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Cases Support tickets from the help-desk module, mirrored to external trackers. | |
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Products Catalog items referenced on quotes, orders, and invoices. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Quotes Pricing documents with line items. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Sales Orders Order records between quote and invoice, synced to fulfillment systems. |
What ships with Microsoft Dynamics 365 ⇄ Vtiger CRM
Connect Microsoft Dynamics 365 and Vtiger CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Vtiger CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Vtiger 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 Vtiger CRM record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Vtiger 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 Vtiger CRM.
How the Microsoft Dynamics 365 and Vtiger 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
Vtiger CRM
- Integration surface
- REST API
- Authentication
- HTTP Basic with username and access key
- Change detection
- Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits, which vary by edition.
How it works
How to connect Microsoft Dynamics 365 to Vtiger 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 Vtiger 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
Vtiger CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Vtiger 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 ⇄ Vtiger 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 Vtiger CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Vtiger CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Vtiger CRM: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Activities and Custom Tables), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Microsoft Dynamics 365: 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). Vtiger CRM: REST API. Authentication: HTTP Basic with username and access key. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Dynamics 365: CDC on custom entities does not work until Change Tracking is manually enabled per table in Power Apps/Dataverse. Vtiger CRM: Every entity is a module sharing a uniform CRUD interface, and the API accepts a SQL-like query syntax for filtered reads. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 and Vtiger CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft Dynamics 365 and Vtiger CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 and Vtiger CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–Vtiger CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Vtiger CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 Vtiger CRM.
Popular · 8 of 386
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Microsoft Dynamics 365 ⇄ Gladly -
Microsoft Dynamics 365 ⇄ Gorgias -
Microsoft Dynamics 365 ⇄ Infor CRM -
Microsoft Dynamics 365 ⇄ Insightly -
Vtiger CRM ⇄ GitHub -
Vtiger CRM ⇄ Atlassian -
Vtiger CRM ⇄ Braze -
Vtiger CRM ⇄ ConnectWise
No integrations match .
