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Data warehouse ⇄ CRM

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

Keep ClickHouse 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.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect ClickHouse and Microsoft Dynamics 365 Sales

Sync Microsoft Dynamics 365 Sales into ClickHouse continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Opportunities, Quotes, Orders, Invoices from Microsoft Dynamics 365 Sales land in ClickHouse as live tables, updated within seconds, and columns computed in ClickHouse write back to fields in Microsoft Dynamics 365 Sales. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Feed BI models with continuously updated CRM data instead of scheduled exports.
  • Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • Land product event data alongside synced CRM accounts so analysts join usage and revenue in one place.
  • Sync aggregated ClickHouse query results back into operational tools, such as account-level usage metrics into a CRM.

CRM analytics on live data

Accounts, contacts, and activity from Microsoft Dynamics 365 Sales are queryable in ClickHouse moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in ClickHouse appear as fields in Microsoft Dynamics 365 Sales, where the people working accounts actually see them.

A single customer view

Join Microsoft Dynamics 365 Sales's relationship data with billing, product, and support data in ClickHouse to build the customer picture the CRM alone cannot hold.

What you can sync between ClickHouse 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.

ClickHouse objects Microsoft Dynamics 365 Sales objects
Distributed tables Query-routing tables over cluster shards in self-managed deployments. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing.
Dictionaries In-memory lookup structures refreshed from external sources, sometimes fed by syncs. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Tables (MergeTree family) Columnar, append-optimized tables that serve as the destination for high-volume sync loads. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Databases Namespaces that group tables and scope permissions for sync users. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Views Saved queries used as curated, read-only sync sources. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Materialized views Insert-time transformations that reshape incoming synced rows into aggregates. Contacts Person records linked to accounts; synced with marketing and support systems.
What ships with ClickHouse ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

Changes in ClickHouse 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 ClickHouse 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 ClickHouse or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your ClickHouse ⇄ 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 ClickHouse and Microsoft Dynamics 365 Sales.

How the ClickHouse and Microsoft Dynamics 365 Sales connectors work

ClickHouse

Integration surface
Native TCP protocol and HTTP interface; standard SQL dialect, with MySQL and PostgreSQL wire compatibility available
Authentication
Database credentials (username/password); ClickHouse Cloud issues per-service credentials over TLS
Change detection
No log-based CDC for consumers; incremental reads use polling on monotonic columns, and ClickHouse is usually the destination rather than the source
Capabilities
read · write

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

    Choose tables

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

ClickHouse 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 ClickHouse and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
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