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CRM ⇄ Business productivity

Microsoft Dynamics 365 Sales to NextGen Healthcare integration — real-time, two-way sync

Keep Microsoft Dynamics 365 Sales and NextGen Healthcare 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 Sales and NextGen Healthcare

Sync what happens in NextGen Healthcare with the customer records in Microsoft Dynamics 365 Sales, 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 NextGen Healthcare 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 Appointments, Encounters, Providers, Clinical Documents in NextGen Healthcare to Opportunities, Quotes, Orders, Invoices in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever NextGen Healthcare can store and use it.

Common use cases

  • Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
  • Keep provider directories consistent between the EHR, the website, and scheduling tools.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.

Where NextGen Healthcare supplies contact or company data

Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.

Where NextGen Healthcare processes payments

Charges, refunds, and subscription changes appear on the account in Microsoft Dynamics 365 Sales, so revenue context lives with the relationship.

Where NextGen Healthcare can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into NextGen Healthcare, so people working there have the context without switching tools.

What you can sync between Microsoft Dynamics 365 Sales and NextGen Healthcare

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 Sales objects NextGen Healthcare objects
Activities Emails, calls, appointments, and tasks; read out for activity analytics. Providers Clinician and location directories kept consistent across scheduling and web systems.
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Clinical Documents Notes and attachments exchanged with referral and document-management workflows.
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
Contacts Person records linked to accounts; synced with marketing and support systems. Lab Results Result data read for patient-facing portals and analytics.
Leads Prospect records; written in from enrichment or web forms, read out on qualification. Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems.
Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Charges & Billing Practice-management financial data synced for revenue-cycle analytics.
What ships with Microsoft Dynamics 365 Sales ⇄ NextGen Healthcare

Connect Microsoft Dynamics 365 Sales and NextGen Healthcare for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales or NextGen Healthcare instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 Sales or NextGen Healthcare 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 Sales or NextGen Healthcare record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ NextGen Healthcare 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 Sales and NextGen Healthcare.

How the Microsoft Dynamics 365 Sales and NextGen Healthcare connectors work

Microsoft Dynamics 365 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

How to connect Microsoft Dynamics 365 Sales to NextGen Healthcare — 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 Sales and NextGen Healthcare 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 Sales connected
    NextGen Healthcare connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Microsoft Dynamics 365 Sales and NextGen Healthcare 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 Sales and NextGen Healthcare.

Popular · 8 of 386
All Microsoft Dynamics 365 Sales integrations All NextGen Healthcare integrations Browse all integrations
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