Real-time
Two-way sync
Changes in Egnyte or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Storage ⇄ CRM
Egnyte to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Egnyte 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Egnyte and Microsoft Dynamics 365 Sales
Keep the paperwork with the relationship: Microsoft Dynamics 365 Sales and Egnyte share every customer's records and files in real time, in both directions.
Microsoft Dynamics 365 Sales holds the customer relationship as structured records; Egnyte holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales aligned with Links, Metadata, Events and Audit reports, Files in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Microsoft Dynamics 365 Sales; and records from Microsoft Dynamics 365 Sales can be written into Egnyte as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
Common use cases
- 01 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- 02 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
- 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
A folder per account or deal
When an account or deal is created in Microsoft Dynamics 365 Sales, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Egnyte surfaces as a link on the matching record in Microsoft Dynamics 365 Sales, so the customer's paperwork sits with the relationship instead of a shared drive.
CRM records archived into storage
Records from Microsoft Dynamics 365 Sales are written into Egnyte as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.
What you can sync between Egnyte 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.
| Egnyte objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Links is specific to Egnyte and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Metadata is specific to Egnyte and Accounts to Microsoft Dynamics 365 Sales — 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. | Contacts Person records linked to accounts; synced with marketing and support systems. | Events and Audit reports is specific to Egnyte and Contacts to Microsoft Dynamics 365 Sales — 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. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Files is specific to Egnyte and Leads to Microsoft Dynamics 365 Sales — 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. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Folders is specific to Egnyte and Opportunities to Microsoft Dynamics 365 Sales — 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. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Users is specific to Egnyte and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between Egnyte 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.
Egnyte Microsoft Dynamics 365 Sales 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 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales Egnyte 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 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.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Egnyte ⇄ Microsoft Dynamics 365 Sales
Connect Egnyte and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Egnyte–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Egnyte 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 Egnyte or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Egnyte ⇄ 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 Egnyte and Microsoft Dynamics 365 Sales.
How the Egnyte and Microsoft Dynamics 365 Sales 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 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 Egnyte 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 Egnyte 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.
Egnyte
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Egnyte 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 · Egnyte ⇄ 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.
Egnyte Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Egnyte and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Egnyte and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Egnyte's Links and Metadata), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Microsoft Dynamics 365 Sales side: Quotes, Orders, Invoices, Activities, plus custom fields where Microsoft Dynamics 365 Sales exposes them. On the Egnyte side: Links, Metadata, Events and Audit reports, Files. Stacksync auto-detects both schemas and converts types between the two systems.
-
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 Sales: A folder per account or deal; Documents linked back to the record; CRM records archived into storage. When an account or deal is created in Microsoft Dynamics 365 Sales, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.
-
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 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
-
Microsoft Dynamics 365 Sales: Dataverse change tracking issues delta tokens, letting a sync request only rows changed since its last call instead of re-scanning tables. Egnyte: Default API keys are throttled to 2 requests/second and 1,000 calls/day; production volume requires contacting Egnyte to raise per-token limits. Stacksync's field mapping accounts for these differences between Egnyte and Microsoft Dynamics 365 Sales without custom code.
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 422 integrations available for Egnyte and Microsoft Dynamics 365 Sales.
Popular · 7 of 422
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Egnyte ⇄ Freshsales -
Egnyte ⇄ Freshworks CRM -
Egnyte ⇄ Gladly -
Egnyte ⇄ Gorgias -
Microsoft Dynamics 365 Sales ⇄ Amazon S3 -
Microsoft Dynamics 365 Sales ⇄ Box -
Microsoft Dynamics 365 Sales ⇄ Sharepoint
No integrations match .
