Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Zendesk instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Microsoft Dynamics 365 Sales to Zendesk integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Zendesk 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 Zendesk
Sync what happens in Zendesk with the customer records in Microsoft Dynamics 365 Sales, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Zendesk holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Organizations, Attachments, Ticket Forms, Tickets in Zendesk to Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Zendesk update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Zendesk can store and use it.
Common use cases
- Mirror high-priority or escalated tickets into engineering trackers through the synced database.
- Consolidate several Zendesk instances into one reporting database after a merger or brand split.
- 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.
Where Zendesk can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Zendesk, so people working there have the context without switching tools.
Where Zendesk handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.
Where Zendesk supplies contact or company data
Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.
What you can sync between Microsoft Dynamics 365 Sales and Zendesk
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 | Zendesk objects | |
|---|---|---|
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Users End users and agents; matched to CRM contacts to keep requester data consistent. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Organizations Company groupings for users; typically kept aligned with CRM accounts. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Attachments Synced with incremental and full sync per the Stacksync docs. | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Ticket Forms Synced with incremental and full sync per the Stacksync docs. | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Tickets The central work object; synced to databases for SLA and volume reporting or mirrored into engineering tools. | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Tickets Comments Synced with incremental and full sync per the Stacksync docs. |
What ships with Microsoft Dynamics 365 Sales ⇄ Zendesk
Connect Microsoft Dynamics 365 Sales and Zendesk for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Zendesk connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Zendesk 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 Zendesk record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Zendesk 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 Zendesk.
How the Microsoft Dynamics 365 Sales and Zendesk 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.
Zendesk
- Integration surface
- REST API
- Authentication
- OAuth app authorization: enter your Zendesk subdomain (from {sub_domain_name}.zendesk.com) in Stacksync Connections and click "Authorize App"
- Change detection
- Incremental export endpoints with cursor-based pagination, plus webhooks fired by triggers
- Capabilities
- read · write · webhooks
- Rate limits
- Request limits vary by plan; incremental export endpoints have their own allowances.
How it works
How to connect Microsoft Dynamics 365 Sales to Zendesk — 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 Zendesk 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
Zendesk
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Zendesk 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 ⇄ ZendeskCustomers 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 ZendeskCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Zendesk integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Zendesk: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Orders and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and Zendesk connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–Zendesk integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 Sales and Zendesk. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Zendesk: Incremental export endpoints with cursor-based pagination, plus webhooks fired by triggers. 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 Zendesk side: Organizations, Attachments, Ticket Forms, Tickets, plus custom fields where Zendesk exposes them. On the Microsoft Dynamics 365 Sales side: Quotes, Orders, Invoices, Activities. 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.
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 Zendesk.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ Microsoft 365 -
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Zendesk ⇄ Affinity -
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No integrations match .
