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CRM

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

Two-way sync Microsoft Dynamics 365 Sales 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

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 Sales.

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

Accounts
Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Contacts
Person records linked to accounts; synced with marketing and support systems.
Leads
Prospect records; written in from enrichment or web forms, read out on qualification.
Opportunities
Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Quotes
Pricing proposals; often synced with CPQ or ERP pricing data.
Orders
Confirmed sales; handed off to ERP systems for fulfillment and billing.
Invoices
Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Activities
Emails, calls, appointments, and tasks; read out for activity analytics.
Custom Tables
Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
API surface

How Stacksync connects to Microsoft Dynamics 365 Sales.

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

Connection
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
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Supported
What ships with Microsoft Dynamics 365 Sales

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 Sales 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 record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales 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 Sales connector.

Dynamics 365 Sales is bought by sales and IT leadership at organizations standardized on the Microsoft stack, since it runs on Dataverse and shares a data platform with Power Apps, Power BI, and Microsoft 365. Microsoft positions it as AI-assisted sales force automation for pipeline management. Because Accounts, Contacts, Opportunities, and Custom Tables live in Dataverse, that environment becomes the operational customer store the surrounding Power Platform estate depends on.

  • RevOps
  • Dynamics/Power Platform administrators
  • IT
  • Data engineering

  1. Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.

  2. Keep Dynamics 365 Sales and an ERP such as Dynamics 365 F&O or NetSuite aligned on customers, orders, and invoices.

  3. Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.

  4. Run a two-way dual-run between Dynamics and another CRM during a migration.

  5. Feed BI models with continuously updated CRM data instead of scheduled exports.

  6. Two-way sync Accounts, Contacts, and Opportunities with a Postgres database so engineering works in SQL while sellers stay in Dynamics.

All Microsoft Dynamics 365 Sales integrations

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

CRM · 34

ERP · 27

Database · 15

Data warehouse · 8

Business productivity · 30

Accounting and finance · 14

How it works

Set up Microsoft Dynamics 365 Sales 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 Sales 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 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 Sales 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 Sales
    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 database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 Sales connector FAQ

What can I sync with the Microsoft Dynamics 365 Sales connector?

Microsoft Dynamics 365 Sales'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 Sales?

Via Dataverse Web API (OData v4 REST), authenticated with OAuth 2.0 via Microsoft Entra ID. Changes are detected as follows — dataverse change tracking with delta tokens, plus registered webhooks on table events. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Microsoft Dynamics 365 Sales connector two-way?

Yes. Changes made in Microsoft Dynamics 365 Sales 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 Sales integration take to set up?

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

Is Microsoft Dynamics 365 Sales data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Microsoft Dynamics 365 Sales 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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