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CRM ⇄ Business productivity

Chorusai to Microsoft Dynamics 365 integration — real-time, two-way sync

Keep Chorusai 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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Why teams connect Chorusai and Microsoft Dynamics 365

Sync what happens in Microsoft Dynamics 365 with the customer records in Chorusai, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Dynamics 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Chorusai, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.

Common use cases

  • 01 Sync cases with external ticketing or product systems so support works one queue.
  • 02 Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • 03 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
  • 04 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.

Common sync patterns

Where Microsoft Dynamics 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Chorusai sync into Microsoft Dynamics 365, so people working there have the context without switching tools.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Chorusai, so sales sees open issues before the next call.

Where Microsoft Dynamics 365 supplies contact or company data

Enriched fields land directly on records in Chorusai, and refreshes keep them from going stale.

What you can sync between Chorusai 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.

Chorusai objects Microsoft Dynamics 365 objects How this pairing syncs
Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. Cases (Incidents) Support records shared with ticketing tools and product databases. Scorecards is specific to Chorusai and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Moments is specific to Chorusai and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Products Catalog records aligned with ERP item masters. Playlists is specific to Chorusai and Products to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Activities Emails, calls, and tasks captured for engagement analytics. Engagements is specific to Chorusai and Activities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Recordings (Conversations) is specific to Chorusai and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Users is specific to Chorusai and Accounts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side.

How changes propagate between Chorusai 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.

Chorusai Microsoft Dynamics 365 Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

Microsoft Dynamics 365 Chorusai 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.

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Chorusai ⇄ Microsoft Dynamics 365

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

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

Real-time

Two-way sync

Changes in Chorusai 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 Chorusai 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 Chorusai or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your Chorusai ⇄ 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 Chorusai and Microsoft Dynamics 365.

How the Chorusai and Microsoft Dynamics 365 connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

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

    Choose tables

    Pick the Chorusai 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 · Chorusai ⇄ 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
    Chorusai Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai 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.

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DPF US-EU-UK-CH
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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 534 integrations available for Chorusai and Microsoft Dynamics 365.

Popular · 8 of 534
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