Real-time
Two-way sync
Changes in DealCloud or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
CRM
DealCloud to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep DealCloud 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.
- 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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Migrated from MuleSoft
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Migrated from Celigo
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect DealCloud and Microsoft Dynamics 365 Sales
Run DealCloud 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 Relationship, Activity, Task, User in DealCloud with Invoices, Activities, Custom Tables, Accounts 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
- 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 03 Run a two-way dual-run between Dynamics and another CRM during a migration.
- 04 Feed BI models with continuously updated CRM data instead of scheduled exports.
Common sync patterns
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.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
What you can sync between DealCloud 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.
| DealCloud objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Contact Synced with incremental and full sync. | 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. | |
| Activity Synced with incremental and full sync. | 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. | |
| Investment Synced with incremental and full sync. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Investment is specific to DealCloud and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Relationship is specific to DealCloud and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Task is specific to DealCloud and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| User Synced with incremental and full sync. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | User is specific to DealCloud and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Microsoft Dynamics 365 Sales 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 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales DealCloud 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 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.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with DealCloud ⇄ Microsoft Dynamics 365 Sales
Connect DealCloud and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your DealCloud ⇄ 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 DealCloud and Microsoft Dynamics 365 Sales.
How the DealCloud and Microsoft Dynamics 365 Sales 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 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 DealCloud 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.
- 01
Connect your apps
Authenticate DealCloud 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.
DealCloud
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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.
objects · DealCloud ⇄ Microsoft Dynamics 365 SalesCustomers 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 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Microsoft Dynamics 365 Sales: 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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Yes — Stacksync ships production-grade connectors for both DealCloud and Microsoft Dynamics 365 Sales. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. On Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the DealCloud side: Relationship, Activity, Task, User, plus custom fields where DealCloud exposes them. On the Microsoft Dynamics 365 Sales side: Invoices, Activities, Custom Tables, Accounts. 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 Sales: Divisional or regional split; Where both track pipeline: deal visibility across systems; Post-acquisition consolidation. Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
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
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Microsoft Dynamics 365 Sales ⇄ Affinity -
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Microsoft Dynamics 365 Sales ⇄ Clearbit
No integrations match .
