Real-time
Two-way sync
Changes in Autopilot or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
AI ⇄ CRM
Autopilot to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Autopilot 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 Autopilot and Microsoft Dynamics 365 Sales
Write what Autopilot computes onto the contacts, accounts, and deals in Microsoft Dynamics 365 Sales, and feed Microsoft Dynamics 365 Sales's records back into Autopilot, in real time and in both directions.
Autopilot turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Microsoft Dynamics 365 Sales, where reps and marketers actually work. Intelligence that stays inside Autopilot rarely reaches the record where a decision gets made, and Autopilot is only as sharp as the data it sees, which is also held in Microsoft Dynamics 365 Sales.
Stacksync connects Contacts, Lists, Custom Fields, Smart Segments in Autopilot to Opportunities, Quotes, Orders, Invoices in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Records and fields from Microsoft Dynamics 365 Sales flow into Autopilot as the material it scores, indexes, or enriches, and the values Autopilot produces flow back onto the matching contact, account, or deal in Microsoft Dynamics 365 Sales, field by field, within seconds. There is no batch export in the middle and no glue code to maintain.
Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Microsoft Dynamics 365 Sales stays the record of the customer while Autopilot stays where the computation happens.
Common use cases
- 01 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
- 02 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.
- 03 Feed BI models with continuously updated CRM data instead of scheduled exports.
- 04 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
Common sync patterns
Where Autopilot summarizes or drafts: text where reps read it
Summaries, next steps, or drafted messages generated in Autopilot write back onto the account or deal in Microsoft Dynamics 365 Sales, next to the relationship they describe.
Where Autopilot enriches people or companies: fields fill in
Enriched attributes from Autopilot populate contact and company fields in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.
Where Autopilot scores or ranks records: results on the CRM record
Lead scores, fit ratings, or priority computed in Autopilot land as fields on the matching contact or account in Microsoft Dynamics 365 Sales, so reps sort and act on them without leaving the CRM.
What you can sync between Autopilot 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.
| Autopilot objects | Microsoft Dynamics 365 Sales 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 linked to accounts; synced with marketing and support systems. | 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, appointments, and tasks; read out for activity analytics. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Smart Segments is specific to Autopilot and Opportunities to Microsoft Dynamics 365 Sales — 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 Pricing proposals; often synced with CPQ or ERP pricing data. | Journeys (Triggers) is specific to Autopilot and Quotes to Microsoft Dynamics 365 Sales — 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. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Lists is specific to Autopilot and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Custom Fields is specific to Autopilot and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Autopilot 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.
Autopilot Microsoft Dynamics 365 Sales 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 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Autopilot 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 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.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Autopilot ⇄ Microsoft Dynamics 365 Sales
Connect Autopilot and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Autopilot 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 Autopilot or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Autopilot ⇄ 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 Autopilot and Microsoft Dynamics 365 Sales.
How the Autopilot and Microsoft Dynamics 365 Sales 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 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 Autopilot 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 Autopilot 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.
Autopilot
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Autopilot 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 · Autopilot ⇄ 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.
Autopilot Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Autopilot and Microsoft Dynamics 365 Sales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Autopilot and Microsoft Dynamics 365 Sales: 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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Autopilot: The REST API is rate-limited to 100 requests/minute per account and returns HTTP 429 when exceeded; enterprise plans can request a higher ceiling. Microsoft Dynamics 365 Sales: Dataverse change tracking issues delta tokens, letting a sync request only rows changed since its last call instead of re-scanning tables. Stacksync's field mapping accounts for these differences between Autopilot and Microsoft Dynamics 365 Sales without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Autopilot and Microsoft Dynamics 365 Sales records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Autopilot and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Autopilot–Microsoft Dynamics 365 Sales integration in-house.
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Yes — Stacksync ships production-grade connectors for both Autopilot 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 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 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.
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 404 integrations available for Autopilot and Microsoft Dynamics 365 Sales.
Popular · 7 of 404
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Autopilot ⇄ Vitally -
Autopilot ⇄ DealCloud -
Autopilot ⇄ Chorusai -
Autopilot ⇄ Clari -
Microsoft Dynamics 365 Sales ⇄ Pinecone -
Microsoft Dynamics 365 Sales ⇄ Openai -
Microsoft Dynamics 365 Sales ⇄ Azure OpenAI
No integrations match .
