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CRM ⇄ Business productivity

Dun And Bradstreet to Microsoft 365 integration — real-time data sync

Keep Dun And Bradstreet 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.

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Why teams connect Dun And Bradstreet and Microsoft 365

Flow Dun And Bradstreet data into Microsoft 365 in real time — no exports, no schedulers, no custom scripts.

Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft 365, so Microsoft 365 always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.

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.

Common use cases

  • 01 Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
  • 02 Sync employee records from an HR system into Entra ID users and group memberships.
  • 03 Sync the D&B corporate family tree (parent and subsidiary DUNS) into the CRM so ABM and territory owners see full account hierarchies and roll pipeline up to the global ultimate.
  • 04 Build target-account lists with Criteria Search and land the resulting DUNS plus firmographics in a database for outbound and TAM analysis.

Common sync patterns

Where Microsoft 365 supplies contact or company data

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

Where Microsoft 365 processes payments

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

Where Microsoft 365 can store CRM context: fields kept current

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

What you can sync between Dun And Bradstreet 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.

Dun And Bradstreet objects Microsoft 365 objects How this pairing syncs
Company Information (Data Block) Core firmographics for a D-U-N-S Number - legal name, addresses, industry codes, employees, sales, status. Retrieved read-only via the Enrich endpoint; blocks come in levels L1-L4. Planner & To Do Tasks Task items synced with project and work-management tools. Company Information (Data Block) is specific to Dun And Bradstreet and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side.
Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. Users Entra ID user accounts synced with HR and identity systems. Principals & Contacts (Data Block) is specific to Dun And Bradstreet and Users to Microsoft 365 — each maps to any object or custom field on the other side.
Company Hierarchy & Connections (Family Tree) Parent, subsidiary, branch, and global-ultimate DUNS relationships; read-only, used to build account hierarchies and corporate-family rollups. Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Company Hierarchy & Connections (Family Tree) is specific to Dun And Bradstreet and Groups to Microsoft 365 — each maps to any object or custom field on the other side.
Financial Strength & Risk Insight (Data Block) D&B risk and credit signals - D&B Rating, PAYDEX, Failure Score, Delinquency Score, Viability - keyed by D-U-N-S Number; read-only. Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Financial Strength & Risk Insight (Data Block) is specific to Dun And Bradstreet and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side.
Identity Resolution (Match / cleanseMatch) Sends a company name and address and returns ranked candidate DUNS with confidence codes and a MatchGrade; read-only scored match, not an exact lookup. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Identity Resolution (Match / cleanseMatch) is specific to Dun And Bradstreet and Calendar Events to Microsoft 365 — each maps to any object or custom field on the other side.
Criteria Search Query companies by firmographic criteria (industry, geography, size) and get back a list of D-U-N-S Numbers to enrich; read-only list building. Contacts Personal and org contacts kept consistent with CRM contact records. Criteria Search is specific to Dun And Bradstreet and Contacts to Microsoft 365 — each maps to any object or custom field on the other side.

How changes propagate between Dun And Bradstreet 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.

Dun And Bradstreet Microsoft 365 Interval-based propagation

DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).

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

Microsoft 365 Dun And Bradstreet Sub-second propagation

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

DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating Microsoft 365 records.

Rate-limit considerations

  • Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
What ships with Dun And Bradstreet ⇄ Microsoft 365

Connect Dun And Bradstreet and Microsoft 365 for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dun And Bradstreet 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 Dun And Bradstreet or Microsoft 365 record.

Observability

Monitoring

Track your Dun And Bradstreet ⇄ 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 Dun And Bradstreet and Microsoft 365.

How the Dun And Bradstreet and Microsoft 365 connectors work

Dun And Bradstreet

Integration surface
D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
Authentication
OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
Change detection
Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
Capabilities
read
Rate limits
Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.

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 Dun And Bradstreet 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 Dun And Bradstreet 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
    Dun And Bradstreet connected
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dun And Bradstreet 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 · Dun And Bradstreet ⇄ 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
    Dun And Bradstreet Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Dun And Bradstreet 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.

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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 432 integrations available for Dun And Bradstreet and Microsoft 365.

Popular · 8 of 432
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