Real-time
Two-way sync
Changes in Chargebee or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Chargebee to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Chargebee 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 Chargebee and Microsoft Dynamics 365 Sales
Sync customers, invoices, and payment status between Chargebee 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. Chargebee 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, Coupons, Events, Customers in Chargebee to Invoices, Activities, Custom Tables, Accounts 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 Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
- 02 Write plan changes initiated in an internal admin tool back into Chargebee subscriptions.
- 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
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.
Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Chargebee appears on the account in Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.
What you can sync between Chargebee 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.
| Chargebee objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Invoices Issued billing documents synced to accounting and revenue reporting. | 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. | |
| Transactions Payment attempts and outcomes synced for dunning and finance workflows. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Transactions is specific to Chargebee and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Coupons is specific to Chargebee and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Events The change log resource that records every state change for incremental sync. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Events is specific to Chargebee and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Customers Billing accounts matched to CRM accounts or users by email or external ID. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Customers is specific to Chargebee and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Subscriptions is specific to Chargebee and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Chargebee 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.
Chargebee Microsoft Dynamics 365 Sales Sub-second propagation
DetectionChargebee notifies Stacksync of record changes through webhook events. Webhooks for all major object events, plus a pollable Events resource that records every change.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Chargebee 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 Chargebee through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Chargebee: Subject to plan-based API rate limits enforced per site.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Chargebee ⇄ Microsoft Dynamics 365 Sales
Connect Chargebee and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Chargebee 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 Chargebee or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Chargebee ⇄ 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 Chargebee and Microsoft Dynamics 365 Sales.
How the Chargebee and Microsoft Dynamics 365 Sales connectors work
Chargebee
- Integration surface
- REST API
- Authentication
- API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
- Change detection
- Webhooks for all major object events, plus a pollable Events resource that records every change
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to plan-based API rate limits enforced per site
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 Chargebee 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 Chargebee 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.
Chargebee
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Chargebee 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 · Chargebee ⇄ 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.
Chargebee Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Chargebee and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Chargebee and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Chargebee's Invoices and Transactions), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Chargebee: Webhooks for all major object events, plus a pollable Events resource that records every change. 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.
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On the Chargebee side: Transactions, Coupons, Events, Customers, plus custom fields where Chargebee exposes them. On the Microsoft Dynamics 365 Sales side: Invoices, Activities, Custom Tables, Accounts. 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 Chargebee and Microsoft Dynamics 365 Sales: Collections with context; Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record; Payment status on the account. 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.
-
Chargebee: REST API. Authentication: API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments. Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
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
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