Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Workday instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Microsoft Dynamics 365 Sales to Workday integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Workday 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 Workday
Sync customers, invoices, and payment status between Workday 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. Workday 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 Time Off and Absence, Payroll Results, Suppliers, Customers and Invoices in Workday to Quotes, Orders, Invoices, Activities 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
- Push completed payroll results into a finance system or data warehouse each pay cycle.
- Import journal entries from external billing or expense systems into Workday Financials.
- 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.
Payment status on the account
Invoice and payment status from Workday 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, Workday gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
What you can sync between Microsoft Dynamics 365 Sales and Workday
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 | Workday objects | |
|---|---|---|
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Positions Job seats synced with recruiting and planning tools. | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Compensation Pay components read into payroll, planning, and equity systems under strict access control. | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Time Off and Absence Balances and requests synced with scheduling and workforce tools. | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Payroll Results Completed pay data exported to finance and benefits systems. | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Suppliers Workday Financials vendor records aligned with procurement tools. |
What ships with Microsoft Dynamics 365 Sales ⇄ Workday
Connect Microsoft Dynamics 365 Sales and Workday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Workday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Workday 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 Workday record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Workday 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 Workday.
How the Microsoft Dynamics 365 Sales and Workday 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.
Workday
- Integration surface
- SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
- Authentication
- OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
- Change detection
- Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
- Capabilities
- read · write
How it works
How to connect Microsoft Dynamics 365 Sales to Workday — 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 Workday 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
Workday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Workday 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 ⇄ WorkdayCustomers 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 WorkdayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Workday integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Workday: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Activities and Custom Tables), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Workday: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Workday appears on the account in Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.
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Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Workday: SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports. Authentication: OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP. Stacksync manages authentication, retries, and rate limits on both sides.
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Workday: Any custom report can be exposed as a Reports-as-a-Service endpoint returning JSON or XML, and tenants often use RaaS as the primary extraction surface. Microsoft Dynamics 365 Sales: Alternate keys allow upserts against external identifiers, so integrations do not need to store Dataverse GUIDs to write reliably. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and Workday 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 Workday records are not retained after a sync operation.
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 Workday.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ Pigment -
Microsoft Dynamics 365 Sales ⇄ QuickBooks -
Microsoft Dynamics 365 Sales ⇄ Stripe -
Microsoft Dynamics 365 Sales ⇄ Rillet -
Workday ⇄ Shopify -
Workday ⇄ Affinity -
Workday ⇄ 6sense -
Workday ⇄ Apollo.io
No integrations match .
