Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Pigment instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Microsoft Dynamics 365 Sales to Pigment integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Pigment 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 Pigment
Sync customers, invoices, and payment status between Pigment and Microsoft Dynamics 365 Sales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Microsoft Dynamics 365 Sales knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Tables, Scenarios, Data imports, Users and permissions in Pigment to Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Sync headcount and compensation data from an HRIS into workforce planning models.
- Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
- Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
Collections with context
Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Pigment appears on the account in Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.
What you can sync between Microsoft Dynamics 365 Sales and Pigment
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 | Pigment objects | |
|---|---|---|
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Tables Row-based transactional data loaded into models from source systems | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Scenarios Versions such as budget, forecast, and actuals that give exported figures their context | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Users and permissions Access controls governing which model areas a sync can touch | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Applications Planning models organized by domain such as finance, sales, or workforce | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Metrics Multidimensional values holding plans and actuals; the main target for inbound data |
What ships with Microsoft Dynamics 365 Sales ⇄ Pigment
Connect Microsoft Dynamics 365 Sales and Pigment for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Pigment connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Pigment 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 Pigment record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Pigment 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 Pigment.
How the Microsoft Dynamics 365 Sales and Pigment 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.
Pigment
- Integration surface
- REST-based import and export API
- Authentication
- API keys, issued separately for import and export
- Change detection
- no change feed; syncs run scheduled imports and exports
- Capabilities
- read · write
- Rate limits
- subject to the platform's API rate limits
How it works
How to connect Microsoft Dynamics 365 Sales to Pigment — 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 Sales and Pigment 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 Sales
connected
Pigment
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Pigment 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 Sales ⇄ PigmentCustomers 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 Sales PigmentCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Pigment integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Pigment: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Orders and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 Sales and Pigment. 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 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Pigment: No change feed; syncs run scheduled imports and exports. 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 Pigment side: Tables, Scenarios, Data imports, Users and permissions, plus custom fields where Pigment exposes them. On the Microsoft Dynamics 365 Sales side: Quotes, Orders, Invoices, Activities. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Microsoft Dynamics 365 Sales and Pigment: Collections with context; Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record; Payment status on the account. Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
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 Sales and Pigment.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ Chargebee -
Microsoft Dynamics 365 Sales ⇄ Hyperline -
Microsoft Dynamics 365 Sales ⇄ QuickBooks -
Microsoft Dynamics 365 Sales ⇄ Stripe -
Pigment ⇄ Folk CRM -
Pigment ⇄ Freshsales -
Pigment ⇄ Freshworks CRM -
Pigment ⇄ Gladly
No integrations match .
