Real-time
Two-way sync
Changes in Freshworks CRM or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
CRM
Freshworks CRM to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Freshworks 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.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Live sync
stacksync.com - <1s
- latency
- 2-way
- sync
- 100M+
- records
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 Freshworks CRM and Microsoft Dynamics 365 Sales
Run Freshworks CRM and Microsoft Dynamics 365 Sales side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
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 Deals, Tasks, Appointments, Sales activities in Freshworks CRM with Orders, Invoices, Activities, Custom Tables 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.
Common use cases
- Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
- Keep list membership aligned with segments computed in the warehouse.
- Run a two-way dual-run between Dynamics and another CRM during a migration.
- Feed BI models with continuously updated CRM data instead of scheduled exports.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
What you can sync between Freshworks CRM 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.
| Freshworks CRM objects | Microsoft Dynamics 365 Sales objects | |
|---|---|---|
| Appointments Meeting records readable for activity reporting. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | |
| Notes Context records attached to contacts, accounts, and deals. | Contacts Person records linked to accounts; synced with marketing and support systems. | |
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | |
| Accounts Company records kept consistent with ERP and billing systems. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. |
What ships with Freshworks CRM ⇄ Microsoft Dynamics 365 Sales
Connect Freshworks CRM and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM 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 Freshworks CRM or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your Freshworks CRM ⇄ 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 Freshworks CRM and Microsoft Dynamics 365 Sales.
How the Freshworks CRM and Microsoft Dynamics 365 Sales connectors work
Freshworks CRM
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters; outbound webhooks can be configured through workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by plan
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 Freshworks CRM 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 Freshworks 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.
Freshworks CRM
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks 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.
objects · Freshworks CRM ⇄ 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.
Freshworks CRM Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Microsoft Dynamics 365 Sales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Appointments and Sales activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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.
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Common patterns for Freshworks CRM and Microsoft Dynamics 365 Sales: Migration with a parallel run; Divisional or regional split; Where both track pipeline: deal visibility across systems. When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
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Freshworks CRM: REST API. Authentication: API key sent as a Token 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.
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Freshworks CRM: Contacts and accounts expose lifecycle stages and custom fields through the API, so one record serves both sales and marketing workflows. Microsoft Dynamics 365 Sales: Data lives in Dataverse tables exposed through an OData v4 Web API, so standard query options handle filtering, expansion, and paging. Stacksync's field mapping accounts for these differences between Freshworks CRM and Microsoft Dynamics 365 Sales without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Freshworks CRM and Microsoft Dynamics 365 Sales records are not retained after a sync operation.
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 Freshworks CRM and Microsoft Dynamics 365 Sales.
Popular · 8 of 386
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Freshworks CRM ⇄ Close -
Freshworks CRM ⇄ Copper CRM -
Freshworks CRM ⇄ Creatio CRM -
Freshworks CRM ⇄ Drift -
Microsoft Dynamics 365 Sales ⇄ Attio -
Microsoft Dynamics 365 Sales ⇄ Pipedrive -
Microsoft Dynamics 365 Sales ⇄ Zoho CRM -
Microsoft Dynamics 365 Sales ⇄ Shopify
No integrations match .
