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CRM ⇄ Accounting and finance

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

Keep Microsoft Dynamics 365 Sales and Rillet 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 Rillet

Sync customers, invoices, and payment status between Rillet 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. Rillet 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 Journal Entry, Invoice Payment, Charge, Reimbursement in Rillet to Leads, Opportunities, Quotes, Orders 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

  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Feed BI models with continuously updated CRM data instead of scheduled exports.

Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Microsoft Dynamics 365 Sales, Rillet gets the update before the next invoice goes out.

What you can sync between Microsoft Dynamics 365 Sales and Rillet

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 Rillet objects
Activities Emails, calls, appointments, and tasks; read out for activity analytics. Invoice Payment Synced with incremental and full sync per the Stacksync docs.
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Charge Synced with incremental and full sync per the Stacksync docs.
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Reimbursement Synced with incremental and full sync per the Stacksync docs.
Contacts Person records linked to accounts; synced with marketing and support systems. Custom Field Synced with incremental and full sync per the Stacksync docs.
Leads Prospect records; written in from enrichment or web forms, read out on qualification. Account Synced with incremental and full sync per the Stacksync docs.
Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Customer Synced with incremental and full sync per the Stacksync docs.
What ships with Microsoft Dynamics 365 Sales ⇄ Rillet

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ Rillet 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 Rillet.

How the Microsoft Dynamics 365 Sales and Rillet 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.

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics 365 Sales and Rillet 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 Rillet.

Popular · 8 of 386
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