Real-time
Two-way sync
Changes in Gainsight or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Gainsight to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Gainsight 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 Gainsight and Microsoft Dynamics 365
Stop re-entering the same information in Gainsight and Microsoft Dynamics 365: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Scorecard Fact, Timeline Activity, Success Plan, Task and Playbook in Gainsight with Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
- 02 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
- 03 Replicate standard and custom Dataverse tables into a warehouse for reporting.
- 04 Enrich leads from external data sources and write scores back onto Dynamics records.
Common sync patterns
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
What you can sync between Gainsight 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.
| Gainsight objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. | Cases (Incidents) Support records shared with ticketing tools and product databases. | Company is specific to Gainsight and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Person (People) Contacts associated to companies through the Company Person junction; synced two-way with CRM contacts and warehouse person records. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Person (People) is specific to Gainsight and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Relationship Sub-units within a company for multi-product or multi-team accounts; synced so each maps to the right contract in billing or an ERP. | Products Catalog records aligned with ERP item masters. | Relationship is specific to Gainsight and Products to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. | Activities Emails, calls, and tasks captured for engagement analytics. | CTA (Call to Action) is specific to Gainsight and Activities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Scorecard Fact is specific to Gainsight and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Timeline Activity is specific to Gainsight and Accounts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Gainsight and Microsoft Dynamics 365
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.
Gainsight Microsoft Dynamics 365 Interval-based propagation
DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Gainsight Sub-second propagation
DetectionMicrosoft Dynamics 365 pushes changes as they happen — webhook events backed by change data capture. Change data capture (CDC) via the Dynamics 365 Change Tracking feature.
DeliveryEach detected change is written to Gainsight through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with Gainsight ⇄ Microsoft Dynamics 365
Connect Gainsight and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gainsight–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gainsight 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 Gainsight or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Gainsight ⇄ 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 Gainsight and Microsoft Dynamics 365.
How the Gainsight and Microsoft Dynamics 365 connectors work
Gainsight
- Integration surface
- REST APIs (per-object) and asynchronous Bulk REST API
- Authentication
- API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
- Change detection
- Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
- Capabilities
- read · write
- Rate limits
- Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
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 Gainsight 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 Gainsight 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.
Gainsight
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gainsight 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 · Gainsight ⇄ 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.
Gainsight Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gainsight and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Gainsight and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Gainsight's Company and Person (People)), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Gainsight side: Scorecard Fact, Timeline Activity, Success Plan, Task and Playbook, plus custom fields where Gainsight exposes them. On the Microsoft Dynamics 365 side: Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices. 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 Gainsight and Microsoft Dynamics 365: Handoffs between teams; Where both tools track people or companies: one consistent record; Where one tool produces events: mirror them in the other. When work started in one tool continues in the other, the shared fields travel with it automatically.
-
Gainsight: REST APIs (per-object) and asynchronous Bulk REST API. Authentication: API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported. 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.
-
Gainsight: Person records associate to Company via the Company Person object and to Relationship via Relationship Person; those junctions must be maintained for contacts to resolve correctly. Microsoft Dynamics 365: Change tracking returns only rows changed since a delta token, giving integrations an incremental read path without full re-pulls. Stacksync's field mapping accounts for these differences between Gainsight and Microsoft Dynamics 365 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
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 518 integrations available for Gainsight and Microsoft Dynamics 365.
Popular · 8 of 518
-
Gainsight ⇄ Servicemax -
Gainsight ⇄ Adobe Sign -
Gainsight ⇄ Asana -
Gainsight ⇄ Docusign -
Microsoft Dynamics 365 ⇄ Agiloft -
Microsoft Dynamics 365 ⇄ Ironclad - Microsoft Dynamics 365 ⇄ Servicemax
- Microsoft Dynamics 365 ⇄ Adobe Sign
No integrations match .
