Two-way sync
Changes in Microsoft Dynamics 365 Sales or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
Keep Microsoft Dynamics 365 Sales and Veeva 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.
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 Orders, Invoices, Activities, Custom Tables in Microsoft Dynamics 365 Sales with Events, Approved Email Activity, Accounts (HCPs and HCOs), Calls in Veeva 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.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
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 | Veeva CRM objects | |
|---|---|---|
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Medical Inquiries Information requests captured in the field and routed to medical affairs. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Sample Transactions Sample disbursement records tracked for regulatory compliance. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Key Messages and CLM Content Approved content presented during calls, referenced in activity data. | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Events Medical events and speaker programs managed through Veeva's events capabilities. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Veeva CRM connection.
Changes in Microsoft Dynamics 365 Sales or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Veeva CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Microsoft Dynamics 365 Sales or Veeva CRM record.
Track your Microsoft Dynamics 365 Sales ⇄ Veeva CRM sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 Sales and Veeva CRM.
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.
Authenticate Microsoft Dynamics 365 Sales and Veeva CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Microsoft Dynamics 365 Sales and Veeva 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Veeva 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.
Microsoft Dynamics 365 Sales: Data lives in Dataverse tables exposed through an OData v4 Web API, so standard query options handle filtering, expansion, and paging. Veeva CRM: Compliance-sensitive records such as sample transactions and consent carry validation rules that writes must respect. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and Veeva CRM without custom code.
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 Veeva CRM records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and Veeva CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–Veeva CRM integration in-house.
Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 Sales and Veeva CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Veeva CRM: Polling on record modification timestamps; platform event streams where the underlying org enables them. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 Sales and Veeva CRM.