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CRM ⇄ Business productivity

6sense to Microsoft Dynamics 365 integration — real-time data sync

Keep 6sense and Microsoft Dynamics 365 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 6sense and Microsoft Dynamics 365

Flow 6sense data into Microsoft Dynamics 365 in real time — no exports, no schedulers, no custom scripts.

6sense is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft Dynamics 365, so Microsoft Dynamics 365 always reflects the current state of 6sense — without exports, scripts, or schedulers.

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 Microsoft Dynamics 365 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.

Common use cases

  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Land account-level intent data in a warehouse to join with pipeline data for ABM reporting.
  • Enrich inbound leads with 6sense firmographic and account-match data before routing.

Where Microsoft Dynamics 365 processes payments

Charges, refunds, and subscription changes appear on the account in 6sense, so revenue context lives with the relationship.

Where Microsoft Dynamics 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from 6sense sync into Microsoft Dynamics 365, so people working there have the context without switching tools.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in 6sense, so sales sees open issues before the next call.

What you can sync between 6sense and Microsoft Dynamics 365

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.

6sense objects Microsoft Dynamics 365 objects
Reach Scores Model scores reflecting the level and recency of outreach to an account or contact, used to prioritize follow-up. Leads Inbound records enriched and routed from external sources into sales queues.
Accounts Company records enriched with firmographics and intent data, matched to CRM accounts. Opportunities Pipeline records synced with forecasting, CPQ, and billing systems.
Segments Dynamic account lists built from intent and fit criteria, read out to drive targeting. Cases (Incidents) Support records shared with ticketing tools and product databases.
Buying Stage Scores Model-predicted stage per account, synced onto CRM records for prioritization. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Intent Signals Keyword-level research activity used to flag in-market accounts. Products Catalog records aligned with ERP item masters.
People / Contacts Persona and contact data surfaced for accounts, used to build outreach lists. Activities Emails, calls, and tasks captured for engagement analytics.
What ships with 6sense ⇄ Microsoft Dynamics 365

Connect 6sense and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every 6sense–Microsoft Dynamics 365 connection.

Real-time

Real-time sync

Changes in 6sense or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever 6sense or 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 6sense or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your 6sense ⇄ 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 between 6sense and Microsoft Dynamics 365.

How the 6sense and Microsoft Dynamics 365 connectors work

6sense

Integration surface
REST API
Authentication
API key (token passed in request headers)
Change detection
Polling; scores and segment membership are typically refreshed on the platform's model update cadence
Capabilities
read
Rate limits
Subject to the platform's API rate limits, which vary by contracted API package

Microsoft Dynamics 365

Integration surface
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
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide
How it works

How to connect 6sense to Microsoft Dynamics 365 — 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.

  1. 01

    Connect your apps

    Authenticate 6sense and Microsoft Dynamics 365 with each platform's 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
    6sense connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the 6sense and Microsoft Dynamics 365 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · 6sense ⇄ 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
    6sense Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

6sense and Microsoft Dynamics 365 integration FAQ

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 6sense and Microsoft Dynamics 365.

Popular · 8 of 386
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