Real-time
Two-way sync
Changes in Autopilot or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
AI ⇄ Business productivity
Autopilot to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Autopilot 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.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Autopilot and Microsoft Dynamics 365
Feed Microsoft Dynamics 365's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.
Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Microsoft Dynamics 365, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting Microsoft Dynamics 365's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.
Stacksync syncs Cases (Incidents), Quotes, Orders & Invoices, Products, Activities from Microsoft Dynamics 365 into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Smart Segments, Journeys (Triggers), Activities, Contacts, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in Microsoft Dynamics 365. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.
You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.
Common use cases
- 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
- 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
- 03 Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- 04 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
Common sync patterns
Where Autopilot classifies or scores: results land on the record
Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in Microsoft Dynamics 365, so the team acts on them in the tool they already use.
Where Autopilot generates text: drafts and summaries where the work happens
Summaries, suggested replies, or generated content from Autopilot sync onto the Microsoft Dynamics 365 record as a field or note, ready for a person to review before it goes out.
Every output routes back to the right record
Because each item is matched on a stable identifier, an Autopilot result always attaches to the record in Microsoft Dynamics 365 it was computed from, with no manual reconciliation.
What you can sync between Autopilot 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.
| Autopilot objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. | Activities Emails, calls, and tasks captured for engagement analytics. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Custom Fields is specific to Autopilot and Opportunities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. | Cases (Incidents) Support records shared with ticketing tools and product databases. | Smart Segments is specific to Autopilot and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Journeys (Triggers) is specific to Autopilot and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. | Products Catalog records aligned with ERP item masters. | Lists is specific to Autopilot and Products to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Autopilot and Microsoft Dynamics 365
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.
Autopilot Microsoft Dynamics 365 Interval-based propagation
DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Autopilot Sub-second propagation
DetectionMicrosoft Dynamics 365 pushes changes as they happen — webhook events backed by change data capture. Change data capture (CDC) via the Dynamics 365 Change Tracking feature.
DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Autopilot ⇄ Microsoft Dynamics 365
Connect Autopilot and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Autopilot 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 Autopilot or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Autopilot ⇄ 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 Autopilot and Microsoft Dynamics 365.
How the Autopilot and Microsoft Dynamics 365 connectors work
Autopilot
- Integration surface
- REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
- Authentication
- Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
- Change detection
- No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
- Capabilities
- read · write
- Rate limits
- The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
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
How it works
How to connect Autopilot 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.
- 01
Connect your apps
Authenticate Autopilot 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.
Autopilot
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Autopilot 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.
objects · Autopilot ⇄ Microsoft Dynamics 365Customers 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.
Autopilot Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Autopilot and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Autopilot and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Autopilot's Contacts and Activities), 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 Autopilot and Microsoft Dynamics 365. 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 Autopilot: No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path. On Microsoft Dynamics 365: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Autopilot side: Smart Segments, Journeys (Triggers), Activities, Contacts, plus custom fields where Autopilot exposes them. On the Microsoft Dynamics 365 side: Cases (Incidents), Quotes, Orders & Invoices, Products, Activities. 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 Autopilot and Microsoft Dynamics 365: Where Autopilot classifies or scores: results land on the record; Where Autopilot generates text: drafts and summaries where the work happens; Every output routes back to the right record. Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in Microsoft Dynamics 365, so the team acts on them in the tool they already use.
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 486 integrations available for Autopilot and Microsoft Dynamics 365.
Popular · 7 of 486
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Autopilot ⇄ Campfire -
Autopilot ⇄ Front -
Autopilot ⇄ SendGrid -
Microsoft Dynamics 365 ⇄ Anthropic -
Microsoft Dynamics 365 ⇄ Pinecone -
Microsoft Dynamics 365 ⇄ Openai -
Microsoft Dynamics 365 ⇄ Azure OpenAI
No integrations match .
