Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Streak CRM instantly reflect in both systems. No stale data, no manual imports.
CRM
Microsoft Dynamics 365 Sales to Streak CRM integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Streak CRM 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
Live sync
stacksync.com - <1s
- latency
- 2-way
- sync
- 100M+
- records
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 Sales and Streak CRM
Run Microsoft Dynamics 365 Sales and Streak CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Invoices, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 Sales with Email threads, Custom fields, Pipelines, Boxes in Streak CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- Feed BI models with continuously updated CRM data instead of scheduled exports.
- Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
- Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
What you can sync between Microsoft Dynamics 365 Sales and Streak CRM
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 | Streak CRM objects | |
|---|---|---|
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Contacts People linked to boxes, synced with marketing and support tools. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Organizations Company records associated with contacts and boxes. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Tasks To-dos attached to boxes for follow-up tracking. | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Custom fields Per-pipeline field definitions that determine what data a box can hold. |
What ships with Microsoft Dynamics 365 Sales ⇄ Streak CRM
Connect Microsoft Dynamics 365 Sales and Streak CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Streak CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Streak CRM 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 Streak CRM record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Streak CRM 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 Streak CRM.
How the Microsoft Dynamics 365 Sales and Streak CRM 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.
Streak CRM
- Integration surface
- REST API
- Authentication
- API key issued per user
- Change detection
- Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; quotas are not prominently published
How it works
How to connect Microsoft Dynamics 365 Sales to Streak CRM — 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 Streak CRM 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
Streak CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Streak CRM 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 ⇄ Streak CRMCustomers 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 Streak CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Streak CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Streak CRM: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Quotes and Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Microsoft Dynamics 365 Sales and Streak CRM: Where both track pipeline: deal visibility across systems; Post-acquisition consolidation; Migration with a parallel run. Deal stage and value on shared accounts stay visible from either CRM.
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Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Streak CRM: REST API. Authentication: API key issued per user. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Dynamics 365 Sales: Dataverse change tracking issues delta tokens, letting a sync request only rows changed since its last call instead of re-scanning tables. Streak CRM: Streak runs inside Gmail as an extension, so its boxes link directly to email threads rather than to a standalone activity log. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and Streak CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft Dynamics 365 Sales and Streak CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and Streak CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–Streak CRM integration in-house.
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 Streak CRM.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ Veeva CRM -
Microsoft Dynamics 365 Sales ⇄ Vtiger CRM -
Microsoft Dynamics 365 Sales ⇄ Zoho SalesIQ -
Microsoft Dynamics 365 Sales ⇄ ZoomInfo -
Streak CRM ⇄ Gladly -
Streak CRM ⇄ Gorgias -
Streak CRM ⇄ Infor CRM -
Streak CRM ⇄ Insightly
No integrations match .
