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CRM ⇄ ERP

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

Keep Microsoft Dynamics 365 Sales and Unleashed Software 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 Unleashed Software

Close the gap between front office and back office: Microsoft Dynamics 365 Sales and Unleashed Software share customers and status in real time, in both directions.

Microsoft Dynamics 365 Sales holds the customer relationship; Unleashed Software runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales with Suppliers, Warehouses, Stock Adjustments, Bills of Materials in Unleashed Software field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

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 Sales Orders from a storefront or CRM into Unleashed for fulfillment without re-keying.
  • Keep Products and pricing aligned between Unleashed and accounting or PIM systems.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Unleashed Software manages people and org data: keep Microsoft Dynamics 365 Sales aligned

Owners, territories, and org structure informed by Unleashed Software stay current in Microsoft Dynamics 365 Sales.

Where Unleashed Software handles order-to-cash: closed-won flows through

A deal won in Microsoft Dynamics 365 Sales creates or updates the customer in Unleashed Software with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Microsoft Dynamics 365 Sales and Unleashed Software

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 Unleashed Software objects
Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Products SKU master records with pricing, units of measure, and inventory settings.
Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs.
Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs.
Activities Emails, calls, appointments, and tasks; read out for activity analytics. Purchase Orders Inbound supply orders synced for procurement visibility.
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Customers Buyer records with pricing tiers and delivery addresses.
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Suppliers Vendor records referenced on purchase orders.
What ships with Microsoft Dynamics 365 Sales ⇄ Unleashed Software

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales or Unleashed Software 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 Unleashed Software 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 Unleashed Software record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ Unleashed Software 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 Unleashed Software.

How the Microsoft Dynamics 365 Sales and Unleashed Software 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.

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

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

    Choose tables

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

Microsoft Dynamics 365 Sales and Unleashed Software 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 Unleashed Software.

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