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Business productivity

Connect Microsoft Dynamics 365 to any app with two-way sync.

Two-way sync Microsoft Dynamics 365 across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes
Setup guide: how Stacksync connects to Microsoft Dynamics 365

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in Microsoft Dynamics 365.

These objects sync between Microsoft Dynamics 365 and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Microsoft Dynamics 365 exposes them.

Accounts
Company records synced bi-directionally with ERPs, databases, and billing systems.
Contacts
Person records kept consistent with marketing, support, and data-warehouse copies.
Leads
Inbound records enriched and routed from external sources into sales queues.
Opportunities
Pipeline records synced with forecasting, CPQ, and billing systems.
Cases (Incidents)
Support records shared with ticketing tools and product databases.
Quotes, Orders & Invoices
Transaction documents reconciled with the ERP or billing source of truth.
Products
Catalog records aligned with ERP item masters.
Activities
Emails, calls, and tasks captured for engagement analytics.
Custom Tables
Dataverse tables that carry business-specific entities through the same API surface.
API surface

How Stacksync connects to Microsoft Dynamics 365.

The connector runs on Microsoft Dynamics 365's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Supported
  • Webhooks Supported
Microsoft Dynamics 365 connector documentation
What ships with Microsoft Dynamics 365

Connect Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 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 record.

Observability

Monitoring

Track your Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Microsoft Dynamics 365 connector.

Microsoft Dynamics 365 is bought by RevOps, CRM, and ERP leaders at organizations standardized on Microsoft. Customer engagement apps such as Sales and Customer Service run on Dataverse and hold Accounts, Contacts, Opportunities, Cases, and Custom Tables; Finance & Operations apps carry ERP order and financial data behind a separate OData surface. Either way it is typically the system of record for customer and order data that warehouses, support desks, and other SaaS tools need.

  • RevOps
  • CRM administrators
  • IT / ERP administrators
  • Data engineering

  1. Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.

  2. Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.

  3. Sync cases with external ticketing or product systems so support works one queue.

  4. Replicate standard and custom Dataverse tables into a warehouse for reporting.

  5. Enrich leads from external data sources and write scores back onto Dynamics records.

  6. Run a two-way sync of Accounts, Contacts, and Opportunities with another CRM or an operational database during coexistence or a phased migration.

All Microsoft Dynamics 365 integrations

Pick the system you need to keep in sync with Microsoft Dynamics 365. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 47

ERP · 40

Database · 49

Data warehouse · 30

Business productivity · 38

Accounting and finance · 17

How it works

Set up Microsoft Dynamics 365 in minutes, without APIs.

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 with its 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 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 objects to sync — Stacksync auto-detects the schema, 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
    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 database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 connector FAQ

What can I sync with the Microsoft Dynamics 365 connector?

Microsoft Dynamics 365's core objects — Accounts, Contacts, Leads, Opportunities and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Microsoft Dynamics 365?

Via REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface, authenticated with Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities). Changes are detected as follows — change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Microsoft Dynamics 365 connector two-way?

Yes. Changes made in Microsoft Dynamics 365 propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Microsoft Dynamics 365 integration take to set up?

Most Microsoft Dynamics 365 integrations go live in minutes: authenticate Microsoft Dynamics 365 and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Microsoft Dynamics 365 data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Microsoft Dynamics 365 data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust 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
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