Real-time
Two-way sync
Changes in Affinity or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
CRM
Affinity to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Affinity and Microsoft Dynamics 365 Sales in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Affinity and Microsoft Dynamics 365 Sales
Run Affinity and Microsoft Dynamics 365 Sales side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Field Values, Notes, Interactions, Reminders in Affinity with Leads, Opportunities, Quotes, Orders in Microsoft Dynamics 365 Sales in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Sync notes and reminders into project or task systems used outside the deal team.
- 02 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
- 03 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
- 04 Run a two-way dual-run between Dynamics and another CRM during a migration.
Common sync patterns
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
What you can sync between Affinity and Microsoft Dynamics 365 Sales
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.
| Affinity objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Organizations Company records matched to accounts in other systems by domain. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Organizations is specific to Affinity and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Field Values is specific to Affinity and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Notes is specific to Affinity and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Interactions is specific to Affinity and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Reminders Follow-up tasks associated with people and organizations. | Contacts Person records linked to accounts; synced with marketing and support systems. | Reminders is specific to Affinity and Contacts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Microsoft Dynamics 365 Sales
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Affinity Microsoft Dynamics 365 Sales Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Affinity Sub-second propagation
DetectionMicrosoft Dynamics 365 Sales notifies Stacksync of record changes through webhook events. Dataverse change tracking with delta tokens, plus registered webhooks on table events.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Affinity ⇄ Microsoft Dynamics 365 Sales
Connect Affinity and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or 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 Affinity or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Affinity ⇄ 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 between Affinity and Microsoft Dynamics 365 Sales.
How the Affinity and Microsoft Dynamics 365 Sales connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
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.
How it works
How to connect Affinity to Microsoft Dynamics 365 Sales — 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 Affinity and Microsoft Dynamics 365 Sales with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Microsoft Dynamics 365 Sales 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 · Affinity ⇄ Microsoft Dynamics 365 SalesCustomers 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.
Affinity Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Affinity's Opportunities and Organizations), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Affinity and Microsoft Dynamics 365 Sales. 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 Affinity: Webhook subscriptions for record events, supplemented by polling. On Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. 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 Affinity side: Field Values, Notes, Interactions, Reminders, plus custom fields where Affinity exposes them. On the Microsoft Dynamics 365 Sales side: Leads, Opportunities, Quotes, Orders. 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.
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Common patterns for Affinity and Microsoft Dynamics 365 Sales: Where both track pipeline: deal visibility across systems; Post-acquisition consolidation; Migration with a parallel run. Deal stage and value on shared accounts stay visible from either CRM.
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.
SOC 2 Type II
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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
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Affinity ⇄ Xactly -
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Microsoft Dynamics 365 Sales ⇄ Vtiger CRM -
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Microsoft Dynamics 365 Sales ⇄ ZoomInfo
No integrations match .
