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

Keep Drift 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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Why teams connect Drift and Microsoft Dynamics 365 Sales

Run Drift 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 Conversations, Messages, Accounts, Users in Drift with Quotes, Orders, Invoices, Activities 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

  • Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.
  • Land conversation transcripts and outcomes in a warehouse for funnel and chat-to-pipeline analysis.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.

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 Drift 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.

Drift objects Microsoft Dynamics 365 Sales objects
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Conversations Chat threads with status and participants; the center of Drift's data model. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Messages Individual messages within a conversation, used for transcript and intent analysis. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Accounts Company records used for account-based routing and targeting. Contacts Person records linked to accounts; synced with marketing and support systems.
Users Agents and sales reps who own conversations and meetings. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Playbooks Bot flows that generate conversations and qualify visitors. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
What ships with Drift ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Drift ⇄ 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 Drift and Microsoft Dynamics 365 Sales.

How the Drift and Microsoft Dynamics 365 Sales connectors work

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
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 Drift 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 Drift 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
    Drift connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Drift and Microsoft Dynamics 365 Sales integration FAQ

SECURITY

Security teams love 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 386 integrations available for Drift and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
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