Real-time
Two-way sync
Changes in Egnyte or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Storage ⇄ Business productivity
Egnyte to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Egnyte 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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Migrated from Fivetran
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Why teams connect Egnyte and Microsoft Dynamics 365
Land the records and documents that build up in Microsoft Dynamics 365 into Egnyte as they are created, and surface Egnyte's file details on the Microsoft Dynamics 365 records that point to them, without an export job to maintain.
Microsoft Dynamics 365 and Egnyte hold different kinds of data. Microsoft Dynamics 365 carries records and the activity around them — the tickets, messages, orders, or issues a team works through, often with documents attached. Egnyte holds files and the metadata that describes them. Where the two meet is narrow but real: much of what Microsoft Dynamics 365 produces has to be kept somewhere durable, and many of the files Egnyte stores are the very documents Microsoft Dynamics 365's records point to.
Stacksync syncs Accounts, Contacts, Leads, Opportunities in Microsoft Dynamics 365 with Files, Folders, Users, Groups in Egnyte in real time. Records and attachments created in Microsoft Dynamics 365 are written into Egnyte as objects or files within seconds of being created. In the other direction, the metadata Egnyte keeps about those files — name, location, owner, modified date — flows back onto the matching record in Microsoft Dynamics 365, so people see the current document without leaving the tool. Field-level mapping controls exactly what crosses over and in which direction, so you keep a durable copy of what matters without an extract to schedule or a nightly dump that leaves the copy a day behind.
Common use cases
- 01 Enrich leads from external data sources and write scores back onto Dynamics records.
- 02 Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- 03 Write custom Metadata such as classification tags and project fields onto Files and Folders from a governance or DMS system, and read it back for reporting.
- 04 Mirror folder Permissions from a directory or access-management system so entitlements stay consistent across teams.
Common sync patterns
Feed a data lake or downstream pipeline
Structured records from Microsoft Dynamics 365 land in Egnyte as objects a data lake, search index, or processing pipeline can read, without a custom extract to build and babysit.
Archive what Microsoft Dynamics 365 produces into Egnyte
Records and events from Microsoft Dynamics 365 — tickets, messages, orders, or issues — are written into Egnyte as objects or files as they change, giving you a durable, addressable copy for retention and audit.
Where Microsoft Dynamics 365 generates attachments: keep the files in Egnyte
Documents attached to records in Microsoft Dynamics 365 land in the storage system automatically, with the source record holding a link back, so files live in one governed place instead of inside the tool.
What you can sync between Egnyte 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.
| Egnyte objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Metadata is specific to Egnyte and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. | Products Catalog records aligned with ERP item masters. | Events and Audit reports is specific to Egnyte and Products to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. | Activities Emails, calls, and tasks captured for engagement analytics. | Files is specific to Egnyte and Activities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Folders is specific to Egnyte and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Users is specific to Egnyte and Accounts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Groups is specific to Egnyte and Contacts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Egnyte 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.
Egnyte Microsoft Dynamics 365 Sub-second propagation
DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Egnyte 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 Egnyte through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Egnyte ⇄ Microsoft Dynamics 365
Connect Egnyte and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Egnyte–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Egnyte 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 Egnyte or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Egnyte ⇄ 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 Egnyte and Microsoft Dynamics 365.
How the Egnyte and Microsoft Dynamics 365 connectors work
Egnyte
- Integration surface
- REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
- Authentication
- OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
- Change detection
- Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
- Capabilities
- read · write · webhooks
- Rate limits
- Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request
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 Egnyte 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 Egnyte 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.
Egnyte
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Egnyte 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 · Egnyte ⇄ 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.
Egnyte Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Egnyte and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Egnyte and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Egnyte's Metadata and Events and Audit reports), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Egnyte: Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events. On Microsoft Dynamics 365: 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. 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 Microsoft Dynamics 365 side: Accounts, Contacts, Leads, Opportunities, plus custom fields where Microsoft Dynamics 365 exposes them. On the Egnyte side: Files, Folders, Users, Groups. 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.
-
Common patterns for Egnyte and Microsoft Dynamics 365: Feed a data lake or downstream pipeline; Archive what Microsoft Dynamics 365 produces into Egnyte; Where Microsoft Dynamics 365 generates attachments: keep the files in Egnyte. Structured records from Microsoft Dynamics 365 land in Egnyte as objects a data lake, search index, or processing pipeline can read, without a custom extract to build and babysit.
-
Egnyte: REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints. Authentication: OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header. 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.
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 504 integrations available for Egnyte and Microsoft Dynamics 365.
Popular · 7 of 504
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Egnyte ⇄ Ironclad -
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Microsoft Dynamics 365 ⇄ Amazon S3 -
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Microsoft Dynamics 365 ⇄ Sharepoint
No integrations match .
