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CRM ⇄ Database

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

Keep Microsoft Dynamics 365 Sales and PostgreSQL in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Microsoft Dynamics 365 Sales and PostgreSQL

Treat Microsoft Dynamics 365 Sales like part of your database: its records live in PostgreSQL as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in PostgreSQL, where it can be queried and joined like everything else.

Stacksync mirrors Leads, Opportunities, Quotes, Orders from Microsoft Dynamics 365 Sales into Custom Types and Enums, Tables, Views, Materialized Views in PostgreSQL with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Microsoft Dynamics 365 Sales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • 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.
  • Expose SaaS objects (CRM contacts, ERP invoices, support tickets) as Postgres tables that internal tools can query and join
  • Let an application write to its own database and have those rows appear as records in business systems in near real time

Trigger workflows from CRM changes

Field and stage updates in Microsoft Dynamics 365 Sales arrive as row changes in PostgreSQL, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Microsoft Dynamics 365 Sales become tables in PostgreSQL you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to PostgreSQL sync onto the matching records in Microsoft Dynamics 365 Sales, giving go-to-market teams live product context.

What you can sync between Microsoft Dynamics 365 Sales and PostgreSQL

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 PostgreSQL objects
Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Sequences Generate surrogate keys for rows created by inbound syncs.
Activities Emails, calls, appointments, and tasks; read out for activity analytics. Custom Types and Enums Constrain synced values to a fixed set, mirroring picklist fields.
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Tables The primary sync target; rows map one-to-one to records in connected SaaS systems.
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Views Read-side projections used to expose joined or filtered data to a sync.
Contacts Person records linked to accounts; synced with marketing and support systems. Materialized Views Precomputed result sets synced outward on a refresh schedule.
Leads Prospect records; written in from enrichment or web forms, read out on qualification. Schemas Namespaces that scope which tables a sync reads and writes.
What ships with Microsoft Dynamics 365 Sales ⇄ PostgreSQL

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales or PostgreSQL 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 PostgreSQL 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 PostgreSQL record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ PostgreSQL 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 PostgreSQL.

How the Microsoft Dynamics 365 Sales and PostgreSQL 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.

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics 365 Sales and PostgreSQL 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 PostgreSQL.

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