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CRM ⇄ Business productivity

DealCloud to Microsoft 365 integration — real-time, two-way sync

Keep DealCloud and Microsoft 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect DealCloud and Microsoft 365

Sync what happens in Microsoft 365 with the customer records in DealCloud, 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 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 Mail Messages, Calendar Events, Contacts, OneDrive Files (driveItems) in Microsoft 365 to Task, User, Deal, Company in DealCloud with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in DealCloud, and CRM data flows the other way wherever Microsoft 365 can store and use it.

Common use cases

  • 01 Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • 02 Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
  • 03 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 04 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.

Common sync patterns

Where Microsoft 365 can store CRM context: fields kept current

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

Where Microsoft 365 supplies contact or company data

Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.

Where Microsoft 365 processes payments

Charges, refunds, and subscription changes appear on the account in DealCloud, so revenue context lives with the relationship.

What you can sync between DealCloud and Microsoft 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.

DealCloud objects Microsoft 365 objects How this pairing syncs
Contact Synced with incremental and full sync. Contacts Personal and org contacts kept consistent with CRM contact records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
User Synced with incremental and full sync. Users Entra ID user accounts synced with HR and identity systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Task Synced with incremental and full sync. Planner & To Do Tasks Task items synced with project and work-management tools. Task is specific to DealCloud and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Deal is specific to DealCloud and Groups to Microsoft 365 — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Company is specific to DealCloud and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Fund is specific to DealCloud and Calendar Events to Microsoft 365 — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Microsoft 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.

DealCloud Microsoft 365 Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

Microsoft 365 DealCloud Sub-second propagation

DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.

DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with DealCloud ⇄ Microsoft 365

Connect DealCloud and Microsoft 365 for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Microsoft 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 DealCloud or Microsoft 365 record.

Observability

Monitoring

Track your DealCloud ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DealCloud and Microsoft 365.

How the DealCloud and Microsoft 365 connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks
How it works

How to connect DealCloud to Microsoft 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.

  1. 01

    Connect your apps

    Authenticate DealCloud and Microsoft 365 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
    DealCloud connected
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and Microsoft 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.

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

DealCloud and Microsoft 365 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
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 392 integrations available for DealCloud and Microsoft 365.

Popular · 8 of 392
All DealCloud integrations All Microsoft 365 integrations Browse all integrations
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