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E-commerce ⇄ CRM

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

Keep Easypost 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.

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Why teams connect Easypost and Microsoft Dynamics 365 Sales

Keep the customers and orders that Microsoft Dynamics 365 Sales and Easypost share aligned in real time, so sales works from live purchase history and the store works from current account details.

Microsoft Dynamics 365 Sales holds the customer relationship: the contacts, accounts, and deals a go-to-market team works. Easypost runs the buying side: who placed which order, what they bought, and where it ships. The two describe the same people and companies, and when they are connected only by exports, sales answers questions without recent orders in front of them while the store works from account details that changed weeks ago.

Stacksync links Opportunities, Quotes, Orders, Invoices in Microsoft Dynamics 365 Sales to Parcel, Rate, Tracker, Batch in Easypost with bi-directional, real-time sync. New customers, order activity, and corrected contact details move in whichever direction you configure, field by field, with conflicts resolved by rules you set. A record created or changed on either side shows up on the other within seconds, with no CSV exports and no nightly job.

The shared entity is the customer, matched on email or an external ID, so both systems agree on who the buyer is and the order history sits next to the relationship instead of in a separate tab.

Common use cases

  • 01 Run a two-way dual-run between Dynamics and another CRM during a migration.
  • 02 Feed BI models with continuously updated CRM data instead of scheduled exports.
  • 03 Batch-create and buy labels for a day's orders, generate a ScanForm, and write each label and tracking code back into the fulfillment system.
  • 04 When an order is ready to ship in an OMS, ERP, or database, create an EasyPost Shipment, buy the lowest qualifying Rate, and write the label URL and tracking code back onto the order.

Common sync patterns

Where Easypost records orders: purchase history on the account

Orders and their status from Easypost appear on the matching contact or account in Microsoft Dynamics 365 Sales, so reps see what a customer has bought and what is in flight before the next conversation.

New buyers become CRM records

A customer created in Easypost creates or updates the matching contact or account in Microsoft Dynamics 365 Sales, so first-time and repeat buyers land in the relationship system without a manual import.

Contact and address details stay consistent

An email, phone, or shipping and billing address corrected in either system updates the other, so the next order and the next outreach both use current information.

What you can sync between Easypost 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.

Easypost objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Parcel Package dimensions and weight (or a predefined_package); created standalone or inline on a Shipment and reused across shipments and batches. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Parcel is specific to Easypost and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Rate Carrier service and price options EasyPost generates on a Shipment; read-only - you select a rate id and buy it, you do not create or edit rates directly. Contacts Person records linked to accounts; synced with marketing and support systems. Rate is specific to Easypost and Contacts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Tracker Tracking for a shipment by tracking_code and carrier; create a Tracker to begin tracking, read status and tracking_details, and receive tracker.updated events via webhook as the parcel moves. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Tracker is specific to Easypost and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Batch Bulk shipment processing; create a batch, add or remove shipments, buy all labels at once, and generate a consolidated label or ScanForm for the day's orders. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Batch is specific to Easypost and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
CarrierAccount Carrier credentials and settings that control which carriers and negotiated rates are available; create, update, and delete to manage enabled carriers across accounts. Quotes Pricing proposals; often synced with CPQ or ERP pricing data. CarrierAccount is specific to Easypost and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Webhook Event subscriptions delivering an Event via HTTP POST on object changes; full CRUD (create, retrieve, list, update, delete) and the mechanism for near-real-time change delivery to Stacksync. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Webhook is specific to Easypost and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Easypost 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.

Easypost Microsoft Dynamics 365 Sales Sub-second propagation

DetectionEasypost notifies Stacksync of record changes through webhook events. Webhooks deliver an Event via HTTP POST on object changes (e.g.

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

Microsoft Dynamics 365 Sales Easypost 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 Easypost through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Easypost: Fixed 5 requests/second on index (list) endpoints plus a dynamic load-based limiter protecting buy and rate operations; exceeding either returns HTTP 429 Too Many Requests.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Easypost ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Easypost ⇄ 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 Easypost and Microsoft Dynamics 365 Sales.

How the Easypost and Microsoft Dynamics 365 Sales connectors work

Easypost

Integration surface
REST API (EasyPost API v2, https://api.easypost.com/v2)
Authentication
HTTP Basic auth with the API key as the username and an empty password (Bearer token also accepted); separate Test and Production keys
Change detection
Webhooks deliver an Event via HTTP POST on object changes (e.g. tracker.updated); historical pulls via list/index endpoints using before_id/after_id cursor pagination
Capabilities
read · write · webhooks
Rate limits
Fixed 5 requests/second on index (list) endpoints plus a dynamic load-based limiter protecting buy and rate operations; exceeding either returns HTTP 429 Too Many Requests
Easypost setup guide

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 Easypost 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 Easypost 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
    Easypost connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Easypost and Microsoft Dynamics 365 Sales 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 389 integrations available for Easypost and Microsoft Dynamics 365 Sales.

Popular · 6 of 389
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