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Business productivity ⇄ CRM

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

Keep ConnectWise 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 ConnectWise and Microsoft Dynamics 365 Sales

Sync what happens in ConnectWise with the customer records in Microsoft Dynamics 365 Sales, 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 ConnectWise 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 Configurations, Members, Activities, Companies in ConnectWise to Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • 01 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 02 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • 03 Feed BI models with continuously updated CRM data instead of scheduled exports.
  • 04 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.

Common sync patterns

Where ConnectWise can store CRM context: fields kept current

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

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.

Where ConnectWise supplies contact or company data

Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.

What you can sync between ConnectWise 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.

ConnectWise objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Contacts People attached to companies, commonly synced against CRM contact records. Contacts Person records linked to accounts; synced with marketing and support systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Invoices Billing records reconciled against accounting systems. 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.
Activities Sales and service activity records synced for engagement reporting. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Companies Client and prospect account records that anchor most other PSA data in a sync. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Companies is specific to ConnectWise and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Service Tickets is specific to ConnectWise and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise 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.

ConnectWise Microsoft Dynamics 365 Sales Sub-second propagation

DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.

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

Microsoft Dynamics 365 Sales ConnectWise 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 ConnectWise through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • ConnectWise: Subject to the platform's API rate limits per company and integration.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with ConnectWise ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your ConnectWise ⇄ 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 ConnectWise and Microsoft Dynamics 365 Sales.

How the ConnectWise and Microsoft Dynamics 365 Sales connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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

    Choose tables

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

ConnectWise and Microsoft Dynamics 365 Sales 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.

Learn more about security
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:

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 424 integrations available for ConnectWise and Microsoft Dynamics 365 Sales.

Popular · 7 of 424
All ConnectWise integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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