Two-way sync
Changes in Folk CRM or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Keep Folk CRM 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.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Notes, Reminders, People, Companies in Folk CRM with Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 Sales in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Deal stage and value on shared accounts stay visible from either CRM.
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 Sales objects | |
|---|---|---|
| Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | |
| Custom fields Group-scoped attributes that receive enriched or computed values from external systems. | Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | |
| Notes Free-text context attached to people and companies, readable for reporting. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | |
| Reminders Follow-up items that can be created from external triggers. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | |
| People Contact records; the primary entity synced with outreach and enrichment tools. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | |
| Companies Organization records linked to people and kept aligned with billing or CS systems. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–Microsoft Dynamics 365 Sales connection.
Changes in Folk CRM or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Folk CRM or Microsoft Dynamics 365 Sales data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Folk CRM or Microsoft Dynamics 365 Sales record.
Track your Folk CRM ⇄ Microsoft Dynamics 365 Sales sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Folk CRM and Microsoft Dynamics 365 Sales.
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.
Authenticate Folk CRM 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.
Pick the Folk CRM 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Folk CRM and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Folk CRM's Groups and Custom fields), map fields visually, and changes propagate both ways in milliseconds — no code required.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Folk CRM and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Folk CRM–Microsoft Dynamics 365 Sales integration in-house.
Yes — Stacksync ships production-grade connectors for both Folk CRM and Microsoft Dynamics 365 Sales. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Folk CRM: Webhook subscriptions for record events, with polling of list endpoints as a fallback. On Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
On the Folk CRM side: Notes, Reminders, People, Companies, plus custom fields where Folk CRM exposes them. On the Microsoft Dynamics 365 Sales side: Custom Tables, Accounts, Contacts, Leads. 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.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Folk CRM and Microsoft Dynamics 365 Sales.