Real-time
Two-way sync
Changes in Folk CRM or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Folk CRM to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Folk CRM 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
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 Folk CRM and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Folk CRM, in real time and in both directions.
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 Dynamics 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.
Stacksync connects Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 to Groups, Custom fields, Notes, Reminders in Folk CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Folk CRM, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Sync cases with external ticketing or product systems so support works one queue.
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
- Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.
- Push enriched contact data from a data warehouse into folk custom fields.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Folk CRM sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Folk CRM, so sales sees open issues before the next call.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Folk CRM, and refreshes keep them from going stale.
What you can sync between Folk CRM 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.
| Folk CRM objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Custom fields Group-scoped attributes that receive enriched or computed values from external systems. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | |
| Notes Free-text context attached to people and companies, readable for reporting. | Leads Inbound records enriched and routed from external sources into sales queues. | |
| Reminders Follow-up items that can be created from external triggers. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| People Contact records; the primary entity synced with outreach and enrichment tools. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Companies Organization records linked to people and kept aligned with billing or CS systems. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. | Products Catalog records aligned with ERP item masters. |
What ships with Folk CRM ⇄ Microsoft Dynamics 365
Connect Folk CRM and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Folk CRM 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 Folk CRM or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Folk CRM ⇄ 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 Folk CRM and Microsoft Dynamics 365.
How the Folk CRM and Microsoft Dynamics 365 connectors work
Folk CRM
- Integration surface
- REST API
- Authentication
- API key (Bearer token)
- Change detection
- Webhook subscriptions for record events, with polling of list endpoints as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
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 Folk CRM 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 Folk CRM 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.
Folk CRM
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Folk CRM 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 · Folk CRM ⇄ 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.
Folk CRM Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Folk CRM and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Folk CRM and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Folk CRM's Custom fields and Notes), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Folk CRM: Webhook subscriptions for record events, with polling of list endpoints as a fallback. 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.
-
On the Microsoft Dynamics 365 side: Activities, Custom Tables, Accounts, Contacts, plus custom fields where Microsoft Dynamics 365 exposes them. On the Folk CRM side: Groups, Custom fields, Notes, Reminders. 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 Folk CRM and Microsoft Dynamics 365: Where Microsoft Dynamics 365 can store CRM context: fields kept current; Where Microsoft Dynamics 365 handles support or shared inboxes; Where Microsoft Dynamics 365 supplies contact or company data. Owner, lifecycle stage, or account details from Folk CRM sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
-
Folk CRM: REST API. Authentication: API key (Bearer token). 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 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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Folk CRM and Microsoft Dynamics 365.
Popular · 8 of 386
-
Folk CRM ⇄ Aviato -
Folk CRM ⇄ Customer.io -
Folk CRM ⇄ eClinicalWorks -
Folk CRM ⇄ Full Enrich -
Microsoft Dynamics 365 ⇄ Insightly -
Microsoft Dynamics 365 ⇄ Intercom -
Microsoft Dynamics 365 ⇄ Kommo -
Microsoft Dynamics 365 ⇄ Kustomer
No integrations match .
