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Business productivity ⇄ Data warehouse

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

Keep Microsoft Dynamics 365 and Yellowbrick 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 Yellowbrick

Get the data locked inside Microsoft Dynamics 365 into Yellowbrick 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 Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices from Microsoft Dynamics 365 into tables in Yellowbrick continuously, handling schema, rate limits, and retries. Because the sync is bi-directional, results computed in Yellowbrick can also be written back into fields in Microsoft Dynamics 365 where the tool can use them.

Common use cases

  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
  • Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • Sync CRM and marketing data into Yellowbrick tables so it can be joined with large fact tables for enterprise BI.

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 Yellowbrick sync back onto records in Microsoft Dynamics 365, putting analysis where the work happens.

History that outlives the tool

A continuously synced copy in Yellowbrick preserves a queryable record even as data ages out of Microsoft Dynamics 365 or gets changed inside it.

What you can sync between Microsoft Dynamics 365 and Yellowbrick

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 Yellowbrick objects
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Databases Top-level containers for schemas and tables.
Products Catalog records aligned with ERP item masters. Schemas Namespaces used to organize synced datasets by source or domain.
Activities Emails, calls, and tasks captured for engagement analytics. Tables Columnar MPP tables; the primary targets for warehouse syncs.
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Views Logical views used to shape reads for BI and downstream syncs.
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Users and Roles Access-control objects that govern what a sync service account can read and write.
What ships with Microsoft Dynamics 365 ⇄ Yellowbrick

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Yellowbrick 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 Yellowbrick 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 Yellowbrick record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Yellowbrick 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 Yellowbrick.

How the Microsoft Dynamics 365 and Yellowbrick 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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Yellowbrick 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 Yellowbrick.

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