Skip to content
Database ⇄ CRM

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

Keep Elasticsearch 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Elasticsearch and Microsoft Dynamics 365 Sales

Treat Microsoft Dynamics 365 Sales like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Contacts, Leads, Opportunities, Quotes from Microsoft Dynamics 365 Sales into Documents, Index mappings, Aliases, Data streams in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Microsoft Dynamics 365 Sales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Mirror support tickets into an index used for full-text search and agent-assist tooling.
  • Feed enriched customer records into an index used for vector or hybrid search in AI applications.

Trigger workflows from CRM changes

Field and stage updates in Microsoft Dynamics 365 Sales arrive as row changes in Elasticsearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Microsoft Dynamics 365 Sales become tables in Elasticsearch you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Elasticsearch sync onto the matching records in Microsoft Dynamics 365 Sales, giving go-to-market teams live product context.

What you can sync between Elasticsearch 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.

Elasticsearch objects Microsoft Dynamics 365 Sales objects
Aliases Stable read/write names that let a sync cut over between index versions without downtime. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Data streams Append-only targets for time-series or event data pushed from source systems. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Ingest pipelines Server-side transforms applied to documents as a sync writes them. Contacts Person records linked to accounts; synced with marketing and support systems.
Index templates Reusable settings and mappings applied automatically to new indices a sync creates. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Indices Target containers for synced records; each holds a table-like collection of JSON documents. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
Documents The unit of sync; JSON records created, updated, and deleted by _id. Quotes Pricing proposals; often synced with CPQ or ERP pricing data.
What ships with Elasticsearch ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Elasticsearch ⇄ 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 Elasticsearch and Microsoft Dynamics 365 Sales.

How the Elasticsearch and Microsoft Dynamics 365 Sales connectors work

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity

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

    Choose tables

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

Elasticsearch 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.

Learn more about security
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:

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 386 integrations available for Elasticsearch and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
All Elasticsearch integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own