Real-time
Two-way sync
Changes in DealCloud or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
DealCloud to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep DealCloud 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 DealCloud and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 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 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 Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Company, Contact, Fund, Investment in DealCloud with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in DealCloud, 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
Common sync patterns
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in DealCloud, so sales sees open issues before the next call.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.
Where Microsoft Dynamics 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 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.
| DealCloud objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Contact Synced with incremental and full sync. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activity Synced with incremental and full sync. | Activities Emails, calls, and tasks captured for engagement analytics. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Fund Synced with incremental and full sync. | Leads Inbound records enriched and routed from external sources into sales queues. | Fund is specific to DealCloud and Leads to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Investment is specific to DealCloud and Opportunities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Cases (Incidents) Support records shared with ticketing tools and product databases. | Relationship is specific to DealCloud and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Task is specific to DealCloud and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Microsoft Dynamics 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 Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 DealCloud 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 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 Dynamics 365
Connect DealCloud and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your DealCloud ⇄ 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 DealCloud and Microsoft Dynamics 365.
How the DealCloud and Microsoft Dynamics 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 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 DealCloud 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 DealCloud 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.
DealCloud
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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 · DealCloud ⇄ 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.
DealCloud Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as DealCloud's Contact and Activity), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Microsoft Dynamics 365 side: Cases (Incidents), Quotes, Orders & Invoices, Products, Activities, plus custom fields where Microsoft Dynamics 365 exposes them. On the DealCloud side: Company, Contact, Fund, Investment. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for DealCloud and Microsoft Dynamics 365: Where Microsoft Dynamics 365 handles support or shared inboxes; Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments. Tickets and conversations attach to the right contact and account in DealCloud, so sales sees open issues before the next call.
-
DealCloud: 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. Microsoft Dynamics 365: 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). Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Dynamics 365: Authorization may be blocked by a 'Need admin approval for this app' screen requiring a Microsoft directory admin to grant consent to the Stacksync app before syncing can begin. DealCloud: DealCloud's data model is fully configurable: each firm defines its own entry types (objects) and fields, so syncs map to a firm-specific schema rather than a fixed one. Stacksync's field mapping accounts for these differences between DealCloud and Microsoft Dynamics 365 without custom code.
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
Every pair below is a real-time, two-way sync. Search all 392 integrations available for DealCloud and Microsoft Dynamics 365.
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