Real-time
Two-way sync
Changes in Bill or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Bill 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 Bill and Microsoft Dynamics 365 Sales
Sync customers, invoices, and payment status between Bill and Microsoft Dynamics 365 Sales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Microsoft Dynamics 365 Sales knows the relationship: who the contacts are and what is in motion with the account. Bill knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Bills, Vendors, Invoices, Customers in Bill to Leads, Opportunities, Quotes, Orders in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
- 02 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
- 03 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- 04 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
Common sync patterns
Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Bill with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Bill appears on the account in Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Microsoft Dynamics 365 Sales, Bill gets the update before the next invoice goes out.
What you can sync between Bill 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.
| Bill objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Invoices Accounts-receivable invoices sent to customers; created and read via /v3/invoices to keep billing status aligned with the ERP or CRM. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | 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. | |
| Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Bank Accounts is specific to Bill and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Vendor Credits and Credit Memos is specific to Bill and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Bills is specific to Bill and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Vendors is specific to Bill and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Contacts Person records linked to accounts; synced with marketing and support systems. | Customers is specific to Bill and Contacts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Bill 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.
Bill Microsoft Dynamics 365 Sales Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Bill 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 Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Bill ⇄ Microsoft Dynamics 365 Sales
Connect Bill and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill 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 Bill or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Bill ⇄ 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 Bill and Microsoft Dynamics 365 Sales.
How the Bill and Microsoft Dynamics 365 Sales connectors work
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
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 Bill 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 Bill 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.
Bill
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill 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 · Bill ⇄ 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.
Bill Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Microsoft Dynamics 365 Sales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Bill's Invoices and Bank Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Bill: Rate limits are enforced per developer key: 20,000 requests per hour, login capped at 200 per hour, and a maximum of 3 concurrent requests per developer key per organization. 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 Bill 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 Bill 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 Bill and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Bill–Microsoft Dynamics 365 Sales integration in-house.
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Yes — Stacksync ships production-grade connectors for both Bill 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 Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the 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.
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
CSA STAR
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
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