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CRM

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

Keep Creatio CRM 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 Creatio CRM and Microsoft Dynamics 365 Sales

Run Creatio CRM and Microsoft Dynamics 365 Sales side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Leads, Opportunities, Activities, Cases in Creatio CRM with Contacts, Leads, Opportunities, Quotes in Microsoft Dynamics 365 Sales in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Two-way sync of accounts, orders, and products between Creatio and an ERP so sales and fulfillment share one record of truth.
  • 02 Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
  • 03 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • 04 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.

Common sync patterns

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

What you can sync between Creatio CRM 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.

Creatio CRM objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Contacts Person records linked to accounts, activities, and cases. 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.
Leads Inbound interest records qualified into opportunities; synced for funnel reporting. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Deal records with stages and amounts used in revenue syncs. 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.
Custom sections (objects) No-code custom entities, exposed through the same API as standard objects. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Custom sections (objects) is specific to Creatio CRM and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Activities Tasks, calls, and meetings tied to records for engagement tracking. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Activities is specific to Creatio CRM and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Creatio CRM 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.

Creatio CRM Microsoft Dynamics 365 Sales Interval-based propagation

DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.

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

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

Rate-limit considerations

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

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

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

Real-time

Two-way sync

Changes in Creatio CRM 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 Creatio CRM 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 Creatio CRM or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Creatio CRM ⇄ 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 Creatio CRM and Microsoft Dynamics 365 Sales.

How the Creatio CRM and Microsoft Dynamics 365 Sales connectors work

Creatio CRM

Integration surface
OData REST API plus a proprietary DataService API
Authentication
OAuth 2.0 or cookie-based session authentication
Change detection
Polling on ModifiedOn system columns; outbound notifications require configuring business processes
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

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

Creatio CRM 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 349 integrations available for Creatio CRM and Microsoft Dynamics 365 Sales.

Popular · 4 of 349
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