Real-time
Two-way sync
Changes in Clari or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Clari to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Clari 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.
- 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 Clari and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Clari, 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 Quotes, Orders & Invoices, Products, Activities, Custom Tables in Microsoft Dynamics 365 to Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events in Clari with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Clari, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- 01 Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- 02 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
- 03 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
- 04 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
Common sync patterns
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Clari, so revenue context lives with the relationship.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Clari 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 Clari, so sales sees open issues before the next call.
What you can sync between Clari 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.
| Clari objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Quota is specific to Clari and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Products Catalog records aligned with ERP item masters. | Activity (Capture) is specific to Clari and Products to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | Activities Emails, calls, and tasks captured for engagement analytics. | Account field extensions is specific to Clari and Activities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Opportunity field extensions is specific to Clari and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Audit Events is specific to Clari and Accounts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Clari 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.
Clari Microsoft Dynamics 365 Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Clari 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 Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Clari ⇄ Microsoft Dynamics 365
Connect Clari and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari 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 Clari or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Clari ⇄ 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 Clari and Microsoft Dynamics 365.
How the Clari and Microsoft Dynamics 365 connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
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
How it works
How to connect Clari 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.
- 01
Connect your apps
Authenticate Clari 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.
Clari
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari 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.
objects · Clari ⇄ Microsoft Dynamics 365Customers 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.
Clari Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Clari's Opportunities and Quota), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Microsoft Dynamics 365: Customer engagement apps store data in Dataverse, which exposes a uniform OData v4 Web API across standard and custom tables. Clari: Reads are asynchronous bulk jobs: submit an export, poll job status (SCHEDULED/STARTED/DONE/FAILED), then download results — the one exception is Opportunity, which is read synchronously via GET /opportunity. Stacksync's field mapping accounts for these differences between Clari and Microsoft Dynamics 365 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 Clari and Microsoft Dynamics 365 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 Clari and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Clari–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Clari and Microsoft Dynamics 365. 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 Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. On Microsoft Dynamics 365: 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. 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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