Real-time
Real-time sync
Changes in Microsoft Dynamics 365 or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to ZoomInfo integration — real-time data sync
Keep Microsoft Dynamics 365 and ZoomInfo 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
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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 ZoomInfo
Flow ZoomInfo data into Microsoft Dynamics 365 in real time — no exports, no schedulers, no custom scripts.
ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft Dynamics 365, so Microsoft Dynamics 365 always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.
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.
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.
- Fill gaps in new lead records (email, phone, company size) as they enter the CRM.
- Feed technographic data into territory plans or scoring models in a warehouse.
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in ZoomInfo, 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 ZoomInfo, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in ZoomInfo, so revenue context lives with the relationship.
What you can sync between Microsoft Dynamics 365 and ZoomInfo
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 | ZoomInfo objects | |
|---|---|---|
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Technographics Technology install data per company, used for segmentation and territory planning. | |
| Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. | |
| Products Catalog records aligned with ERP item masters. | Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. | |
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Intent Signals Company-level topic scores indicating in-market buying behavior. |
What ships with Microsoft Dynamics 365 ⇄ ZoomInfo
Connect Microsoft Dynamics 365 and ZoomInfo for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–ZoomInfo connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or ZoomInfo 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 ZoomInfo record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ ZoomInfo 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 ZoomInfo.
How the Microsoft Dynamics 365 and ZoomInfo 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
ZoomInfo
- Integration surface
- REST API organized around search and enrich endpoints
- Authentication
- API credentials exchanged for a short-lived JWT
- Change detection
- Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
- Capabilities
- read
- Rate limits
- Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works
How to connect Microsoft Dynamics 365 to ZoomInfo — 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 ZoomInfo 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
ZoomInfo
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and ZoomInfo 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 ⇄ ZoomInfoCustomers 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 ZoomInfoCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and ZoomInfo integration FAQ
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Yes. Stacksync provides a managed, real-time integration between Microsoft Dynamics 365 and ZoomInfo — ZoomInfo is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
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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 ZoomInfo 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 ZoomInfo connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–ZoomInfo integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and ZoomInfo. 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 ZoomInfo: Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream. 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 ZoomInfo side: Contact Profiles, Intent Signals, Scoops, Technographics. Stacksync auto-detects both schemas and converts types between the two systems.
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 ZoomInfo.
Popular · 8 of 386
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Microsoft Dynamics 365 ⇄ Folk CRM -
Microsoft Dynamics 365 ⇄ Freshsales -
Microsoft Dynamics 365 ⇄ Freshworks CRM -
Microsoft Dynamics 365 ⇄ Gladly -
ZoomInfo ⇄ Lusha -
ZoomInfo ⇄ Microsoft 365 -
ZoomInfo ⇄ Microsoft Teams -
ZoomInfo ⇄ NextGen Healthcare
No integrations match .
