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Business productivity ⇄ CRM

Atlassian to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Atlassian 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.

  • 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 Atlassian and Microsoft Dynamics 365 Sales

Sync what happens in Atlassian with the customer records in Microsoft Dynamics 365 Sales, in real time and in both directions.

Connecting Atlassian and Microsoft Dynamics 365 Sales links the sales pipeline to the teams that deliver on it. Dynamics Opportunities and Accounts stay in step with Jira Issues and Boards and Sprints, so pre-sales requests, implementation work, and account-level engineering tasks are visible from both systems.

Stacksync connects Issue Comments, Attachments, Custom Fields, Workflows and Statuses in Atlassian to Orders, Invoices, Activities, Custom Tables in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Atlassian update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Atlassian can store and use it.

Common use cases

  • 01 Sales engineers scope Quotes with a live view of the Jira Issues raised for the Opportunity.
  • 02 Account managers see open engineering work per Account without a Jira license.
  • 03 Leads that surface product gaps convert into tracked Jira Issues with the originating Contact attached.
  • 04 Keep Jira and a second tracker (for example a customer's Jira instance) aligned during co-delivery projects.

Common sync patterns

Opportunity-driven work items

Dynamics Opportunities that need technical validation create Jira Issues in the pre-sales Jira Project.

Order fulfillment tracking

closed Orders in Dynamics spawn Issues on the delivery Board, with status flowing back to the Order record.

Account escalations

Issues tagged to a Dynamics Account via Custom Fields keep account owners aware through Issue Comments.

What you can sync between Atlassian 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.

Atlassian objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Users and Groups Assignees and reporters matched to identities in other tools. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Users and Groups is specific to Atlassian and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Confluence Pages Documentation content readable and writable through the Confluence REST API. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Confluence Pages is specific to Atlassian and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Confluence Spaces Namespaces that scope page syncs and permissions. Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Confluence Spaces is specific to Atlassian and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Jira Issues The central work item, synced two-way with CRMs, support desks, and other trackers. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Jira Issues is specific to Atlassian and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Jira Projects Containers that scope issues, workflows, and permissions for a sync. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Jira Projects is specific to Atlassian and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Boards and Sprints Agile structures read to report on sprint contents and status. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Boards and Sprints is specific to Atlassian and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Atlassian 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.

Atlassian Microsoft Dynamics 365 Sales Sub-second propagation

DetectionAtlassian notifies Stacksync of record changes through webhook events. Webhooks on issue and page events, plus JQL polling on the updated timestamp for backfill.

DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.

Microsoft Dynamics 365 Sales Atlassian 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 Atlassian through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Atlassian ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Atlassian 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 Atlassian or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Atlassian ⇄ 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 Atlassian and Microsoft Dynamics 365 Sales.

How the Atlassian and Microsoft Dynamics 365 Sales connectors work

Atlassian

Integration surface
REST APIs per product (Jira Cloud and Confluence Cloud)
Authentication
OAuth 2.0 (3LO) for apps or API tokens with basic auth for scripts
Change detection
Webhooks on issue and page events, plus JQL polling on the updated timestamp for backfill
Capabilities
read · write · webhooks

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 Atlassian 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.

  1. 01

    Connect your apps

    Authenticate Atlassian 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.

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

    Choose tables

    Pick the Atlassian 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.

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

Atlassian and Microsoft Dynamics 365 Sales integration FAQ

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
ISO 27001
HIPAA BAA
GDPR
CCPA
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 371 integrations available for Atlassian and Microsoft Dynamics 365 Sales.

Popular · 6 of 371
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