Real-time
Two-way sync
Changes in Attio or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
CRM
Attio to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Attio 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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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Attio and Microsoft Dynamics 365 Sales
Run Attio 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.
Organizations sync Attio with Microsoft Dynamics 365 Sales when different teams or business units run different CRMs but need one consistent book of business. Attio People, Companies, and Deals map to Dynamics Contacts, Accounts, and Opportunities so both systems report the same pipeline.
Stacksync syncs People, Companies, Users, Deals in Attio with Opportunities, Quotes, Orders, Invoices 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 Consolidate pipeline reporting across a division on Dynamics and a team on Attio
- 02 Keep Dynamics Quotes and Orders visible against the corresponding Attio Deal
- 03 Run a controlled CRM transition with both systems fully operational
- 04 Mirror lists and list entries into a database for pipeline reporting beyond the in-app views.
Common sync patterns
Account and contact parity
Attio Companies and People stay synchronized with Dynamics Accounts and Contacts
Opportunity mirroring
Attio Deals and Dynamics Opportunities reflect the same stage and value in both systems
Lead handoff
Dynamics Leads convert into Attio People and Deals for teams working in Attio
What you can sync between Attio 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.
| Attio objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Deals Pipeline records; read out for revenue reporting and written to from automation. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Deals is specific to Attio and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Workspaces Synced with incremental and full sync per the Stacksync docs. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Workspaces is specific to Attio and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Custom objects Workspace-defined objects that behave like standard ones in the API. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Custom objects is specific to Attio and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| People Standard person object; synced with marketing tools and warehouse person tables. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | People is specific to Attio and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Companies Standard company object; matched to billing and product accounts in two-way syncs. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Companies is specific to Attio and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Users Synced with incremental and full sync per the Stacksync docs. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Users is specific to Attio and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Attio 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.
Attio Microsoft Dynamics 365 Sales Sub-second propagation
DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Attio 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 Attio through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Attio: 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 Attio ⇄ Microsoft Dynamics 365 Sales
Connect Attio and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Attio 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 Attio or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Attio ⇄ 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 Attio and Microsoft Dynamics 365 Sales.
How the Attio and Microsoft Dynamics 365 Sales connectors work
Attio
- Integration surface
- REST API
- Authentication
- Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
- Change detection
- Webhooks on record and list-entry events, with polling as a fallback
- 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 Attio 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 Attio 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.
Attio
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Attio 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 · Attio ⇄ 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.
Attio Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Attio and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Attio and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Attio's Deals and Workspaces), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Attio: Webhooks on record and list-entry events, with polling as a fallback. 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.
-
On the Attio side: People, Companies, Users, Deals, plus custom fields where Attio exposes them. On the Microsoft Dynamics 365 Sales side: Opportunities, Quotes, Orders, Invoices. 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.
-
Common patterns for Attio and Microsoft Dynamics 365 Sales: Account and contact parity; Opportunity mirroring; Lead handoff. Attio Companies and People stay synchronized with Dynamics Accounts and Contacts
-
Attio: REST API. Authentication: Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key). Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
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:
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