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Database ⇄ CRM

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

Keep Citus 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 Citus and Microsoft Dynamics 365 Sales

Treat Microsoft Dynamics 365 Sales like part of your database: its records live in Citus as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Citus, where it can be queried and joined like everything else.

Stacksync mirrors Activities, Custom Tables, Accounts, Contacts from Microsoft Dynamics 365 Sales into Views, Sequences, Distributed tables, Reference tables in Citus with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Microsoft Dynamics 365 Sales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Feed BI models with continuously updated CRM data instead of scheduled exports.
  • Write CRM or billing records into reference tables so distributed queries can join operational context locally on every node.
  • Use a Citus cluster as the scalable operational store behind a customer-facing app while syncing summaries back to internal tools.

Query the CRM like a database

Accounts, contacts, and custom objects from Microsoft Dynamics 365 Sales become tables in Citus you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Citus sync onto the matching records in Microsoft Dynamics 365 Sales, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Microsoft Dynamics 365 Sales API, limits, and retries.

What you can sync between Citus 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.

Citus objects Microsoft Dynamics 365 Sales objects
Views Curated projections over distributed data, often used as read-only sync sources. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Sequences Key generators that matter when external writes must not collide with application inserts. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Distributed tables Tables sharded across worker nodes by a distribution column; the main sync target for large datasets. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
Reference tables Small lookup tables replicated to every node, synced like ordinary Postgres tables. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Local tables Coordinator-only tables that behave exactly like standard PostgreSQL tables. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Schemas Standard Postgres namespaces used to scope what a sync user can read and write. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
What ships with Citus ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Citus 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 Citus or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Citus ⇄ 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 Citus and Microsoft Dynamics 365 Sales.

How the Citus and Microsoft Dynamics 365 Sales connectors work

Citus

Integration surface
PostgreSQL wire protocol; any standard Postgres driver connects to the coordinator node
Authentication
Database credentials (standard PostgreSQL authentication; managed deployments add cloud IAM options)
Change detection
PostgreSQL logical decoding / CDC, with caveats: changes to distributed tables occur on worker shards, so CDC setup differs from single-node Postgres
Capabilities
read · write · CDC

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 Citus 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.

  1. 01

    Connect your apps

    Authenticate Citus 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.

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

    Choose tables

    Pick the Citus 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.

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

Citus and Microsoft Dynamics 365 Sales integration FAQ

SECURITY

Security teams love 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.

Learn more about security
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:

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 386 integrations available for Citus and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
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