Real-time
Two-way sync
Changes in Gladly or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Gladly to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Gladly 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 Gladly and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Gladly, 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 Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices in Microsoft Dynamics 365 to Customer profiles, Conversations, Conversation items, Agents in Gladly with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Gladly, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
- Mirror conversations and topics into a warehouse for CX analytics and staffing models.
- Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Gladly 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 Gladly, 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 Gladly, and refreshes keep them from going stale.
What you can sync between Gladly 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.
| Gladly objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | |
| Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Agents User records used to attribute work in CX analytics. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | Products Catalog records aligned with ERP item masters. | |
| Tasks Follow-up work items created from external triggers or synced for workload reporting. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. |
What ships with Gladly ⇄ Microsoft Dynamics 365
Connect Gladly and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gladly–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gladly 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 Gladly or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Gladly ⇄ 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 Gladly and Microsoft Dynamics 365.
How the Gladly and Microsoft Dynamics 365 connectors work
Gladly
- Integration surface
- REST API
- Authentication
- API tokens used with basic authentication tied to an agent email
- Change detection
- Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
- 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 Gladly 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 Gladly 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.
Gladly
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gladly 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 · Gladly ⇄ 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.
Gladly Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gladly and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Gladly and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Gladly's Conversations and Conversation items), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Microsoft Dynamics 365 side: Leads, Opportunities, Cases (Incidents), Quotes, Orders & Invoices, plus custom fields where Microsoft Dynamics 365 exposes them. On the Gladly side: Customer profiles, Conversations, Conversation items, Agents. 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 Gladly 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 Gladly sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
-
Gladly: REST API. Authentication: API tokens used with basic authentication tied to an agent email. 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.
-
Microsoft Dynamics 365: Change tracking returns only rows changed since a delta token, giving integrations an incremental read path without full re-pulls. Gladly: Customer profiles are built to merge external identifiers (email, phone, order numbers), which is what integrations key on when matching records from other systems. Stacksync's field mapping accounts for these differences between Gladly and Microsoft Dynamics 365 without custom code.
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 Gladly and Microsoft Dynamics 365.
Popular · 8 of 386
-
Gladly ⇄ Campfire -
Gladly ⇄ Front -
Gladly ⇄ Amazon Seller Central -
Gladly ⇄ SendGrid -
Microsoft Dynamics 365 ⇄ ZoomInfo -
Microsoft Dynamics 365 ⇄ Salesforce -
Microsoft Dynamics 365 ⇄ HubSpot -
Microsoft Dynamics 365 ⇄ Microsoft Dynamics 365 Sales
No integrations match .
