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Aviato to Microsoft Dynamics 365 integration — real-time data sync

Keep Aviato 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 Aviato and Microsoft Dynamics 365

Flow Aviato data into Microsoft Dynamics 365 in real time — no exports, no schedulers, no custom scripts.

Aviato is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft Dynamics 365, so Microsoft Dynamics 365 always reflects the current state of Aviato — without exports, scripts, or schedulers.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Employment Record, Acquisition / Exit Event, Company, Person in Aviato with Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Backfill missing firmographic fields on inbound leads by matching them to Aviato company profiles
  • 02 Enrich CRM accounts with Aviato firmographic data (sector, stage, headcount) so reps see current company context without manual research
  • 03 Sync cases with external ticketing or product systems so support works one queue.
  • 04 Replicate standard and custom Dataverse tables into a warehouse for reporting.

Common sync patterns

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where Microsoft Dynamics 365 is where the team documents or plans: keep its data fed

Information that originates in Aviato stays current in Microsoft Dynamics 365 instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

What you can sync between Aviato 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.

Aviato objects Microsoft Dynamics 365 objects How this pairing syncs
Investor Funds and angels connected to the rounds and companies they back Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Investor is specific to Aviato and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Headcount Snapshot Point-in-time employee counts used to track company growth over time Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Headcount Snapshot is specific to Aviato and Accounts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Employment Record Person-to-company links with role and tenure that model team movement Contacts Person records kept consistent with marketing, support, and data-warehouse copies. Employment Record is specific to Aviato and Contacts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Acquisition / Exit Event M&A and exit records tied to the acquired company profile Leads Inbound records enriched and routed from external sources into sales queues. Acquisition / Exit Event is specific to Aviato and Leads to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Company Private-company profiles with firmographics, sector tags, and status Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Company is specific to Aviato and Opportunities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Person Founder and employee profiles linked to current and past companies Cases (Incidents) Support records shared with ticketing tools and product databases. Person is specific to Aviato and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.

How changes propagate between Aviato 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.

Aviato Microsoft Dynamics 365 Interval-based propagation

DetectionStacksync polls Aviato for changes on an incremental schedule, reading only records changed since the previous pass. Polling-based: re-query tracked records on a schedule and diff against the last synced state.

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

Microsoft Dynamics 365 Aviato 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.

DeliveryAviato does not accept inbound record writes, so this direction carries requests rather than records: Aviato's output flows back as field updates on the originating Microsoft Dynamics 365 records.

Rate-limit considerations

  • Aviato: Request volume is credit- and rate-limited per plan; schedule refreshes in batches rather than per-record calls.
What ships with Aviato ⇄ Microsoft Dynamics 365

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Aviato 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 Aviato or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your Aviato ⇄ 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 Aviato and Microsoft Dynamics 365.

How the Aviato and Microsoft Dynamics 365 connectors work

Aviato

Integration surface
REST API returning JSON, with search/filter endpoints for querying company and people records
Authentication
API key passed on each request
Change detection
Polling-based: re-query tracked records on a schedule and diff against the last synced state; no native change feed is assumed
Capabilities
read
Rate limits
Request volume is credit- and rate-limited per plan; schedule refreshes in batches rather than per-record calls

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
Microsoft Dynamics 365 setup guide
How it works

How to connect Aviato 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.

  1. 01

    Connect your apps

    Authenticate Aviato 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.

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

    Choose tables

    Pick the Aviato 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.

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

Aviato and Microsoft Dynamics 365 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 291 integrations available for Aviato and Microsoft Dynamics 365.

Popular · 5 of 291
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