Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Rockset instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Data warehouse
Microsoft Dynamics 365 Sales to Rockset integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Rockset 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 Rockset
Sync Microsoft Dynamics 365 Sales into Rockset continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.
The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.
Stacksync does both with one connection. Leads, Opportunities, Quotes, Orders from Microsoft Dynamics 365 Sales land in Rockset as live tables, updated within seconds, and columns computed in Rockset write back to fields in Microsoft Dynamics 365 Sales. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.
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.
- Read query results back into an operational database to expose computed metrics to applications.
- Power in-app search and filtering over synced operational data using SQL over REST.
Scores and segments back on the record
Lead scores, churn risk, or usage segments computed in Rockset appear as fields in Microsoft Dynamics 365 Sales, where the people working accounts actually see them.
A single customer view
Join Microsoft Dynamics 365 Sales's relationship data with billing, product, and support data in Rockset to build the customer picture the CRM alone cannot hold.
Cleanup that sticks
Deduplication and normalization done in Rockset can be written back, so warehouse-side cleanup actually fixes the CRM.
What you can sync between Microsoft Dynamics 365 Sales and Rockset
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 | Rockset objects | |
|---|---|---|
| Contacts Person records linked to accounts; synced with marketing and support systems. | Collections Schemaless document containers that ingested and synced records land in. | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Documents JSON records addressable by _id, written via the Write API in sync pipelines. | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Workspaces Namespaces that group collections and query lambdas per team or environment. | |
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Aliases Stable names that point at collections, used to swap datasets without changing queries. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Integrations Managed source connections (databases, streams, object storage) feeding collections. |
What ships with Microsoft Dynamics 365 Sales ⇄ Rockset
Connect Microsoft Dynamics 365 Sales and Rockset for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Rockset connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Rockset 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 Rockset record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Rockset 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 Rockset.
How the Microsoft Dynamics 365 Sales and Rockset 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.
Rockset
- Integration surface
- REST API (SQL over HTTP, plus a document Write API)
- Authentication
- API key
- Change detection
- Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
- Capabilities
- read · write
How it works
How to connect Microsoft Dynamics 365 Sales to Rockset — 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 Rockset 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
Rockset
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Rockset 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 ⇄ RocksetCustomers 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 RocksetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Rockset integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Rockset: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Rockset: Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors. 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 Sales side: Leads, Opportunities, Quotes, Orders, plus custom fields where Microsoft Dynamics 365 Sales exposes them. On the Rockset side: Query Lambdas, Aliases, Integrations, Virtual Instances. 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 Rockset: Scores and segments back on the record; A single customer view; Cleanup that sticks. Lead scores, churn risk, or usage segments computed in Rockset appear as fields in Microsoft Dynamics 365 Sales, where the people working accounts actually see them.
-
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Rockset: REST API (SQL over HTTP, plus a document Write API). Authentication: API key. Stacksync manages authentication, retries, and rate limits on both sides.
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 Rockset.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ AWS S3 -
Microsoft Dynamics 365 Sales ⇄ Actian Vector -
Microsoft Dynamics 365 Sales ⇄ Amazon Redshift -
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Rockset ⇄ Folk CRM -
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Rockset ⇄ Freshworks CRM -
Rockset ⇄ Gladly
No integrations match .
