Real-time
Two-way sync
Changes in Braintree or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Braintree to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Braintree 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Braintree and Microsoft Dynamics 365 Sales
Sync customers, invoices, and payment status between Braintree 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. Braintree 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 Transactions, Payment Methods, Subscriptions, Plans in Braintree to Activities, Custom Tables, Accounts, Contacts 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 Sync Braintree Customers and their vaulted Payment Methods into Postgres or a warehouse so finance and product teams query billing profiles with plain SQL.
- 02 Stream settled Transactions, refunds, and disbursements into a data warehouse for revenue recognition and daily reconciliation against the ERP ledger.
- 03 Run a two-way dual-run between Dynamics and another CRM during a migration.
- 04 Feed BI models with continuously updated CRM data instead of scheduled exports.
Common sync patterns
Payment status on the account
Invoice and payment status from Braintree 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, Braintree gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
What you can sync between Braintree 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.
| Braintree objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Add-ons and Discounts Modifiers applied to Subscriptions; defined in the Control Panel and read alongside subscription state when mirroring billing data. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Add-ons and Discounts is specific to Braintree and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Merchant Accounts and Disbursements The accounts funds settle into plus settlement batches paid out; disbursement webhooks and settlement batch reports drive reconciliation feeds. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Merchant Accounts and Disbursements is specific to Braintree and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Customers Vaulted customer profiles that hold payment methods; created and updated two-way via the API and searchable by created/updated date range. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Customers is specific to Braintree and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Transactions Sales, refunds, and credits; created through the API but immutable after that (only void/refund/settle transitions), so syncs treat them as append-only with status changes. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Transactions is specific to Braintree and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Payment Methods Tokenized credit cards, PayPal accounts, and other instruments stored in the Vault against a Customer; only tokens, last-four, and expiry are exposed, never raw PAN. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Payment Methods is specific to Braintree and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Subscriptions Recurring billing agreements tied to a Plan and a Payment Method; created, updated, and canceled via the API and emitting webhooks on every lifecycle change. | Contacts Person records linked to accounts; synced with marketing and support systems. | Subscriptions is specific to Braintree and Contacts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Braintree 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.
Braintree Microsoft Dynamics 365 Sales Sub-second propagation
DetectionBraintree notifies Stacksync of record changes through webhook events. Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Braintree 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 Braintree through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Braintree: No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Braintree ⇄ Microsoft Dynamics 365 Sales
Connect Braintree and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braintree–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Braintree 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 Braintree or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Braintree ⇄ 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 Braintree and Microsoft Dynamics 365 Sales.
How the Braintree and Microsoft Dynamics 365 Sales connectors work
Braintree
- Integration surface
- Braintree GraphQL API (single POST endpoint) plus legacy server SDKs
- Authentication
- API Key authentication — public key + private key Base64-encoded in the Authorization header (HTTP Basic); client tokens/tokenization keys for client-side calls and OAuth for platform/marketplace access
- Change detection
- Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills
- Capabilities
- read · write · webhooks
- Rate limits
- No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
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 Braintree 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 Braintree 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.
Braintree
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Braintree 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 · Braintree ⇄ 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.
Braintree Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Braintree and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Braintree and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Braintree's Add-ons and Discounts and Merchant Accounts and Disbursements), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Braintree: GraphQL is the modern surface, but many operations still run through the legacy server SDKs, and date-range search on created/updated is how incremental reads work outside webhooks. Microsoft Dynamics 365 Sales: Data lives in Dataverse tables exposed through an OData v4 Web API, so standard query options handle filtering, expansion, and paging. Stacksync's field mapping accounts for these differences between Braintree 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 Braintree 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 Braintree and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Braintree–Microsoft Dynamics 365 Sales integration in-house.
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Yes — Stacksync ships production-grade connectors for both Braintree 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 Braintree: Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills. 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
Every pair below is a real-time, two-way sync. Search all 426 integrations available for Braintree and Microsoft Dynamics 365 Sales.
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Microsoft Dynamics 365 Sales ⇄ QuickBooks -
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