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CRM ⇄ Business productivity

Gorgias to Microsoft Dynamics 365 integration — real-time, two-way sync

Keep Gorgias 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

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Why teams connect Gorgias and Microsoft Dynamics 365

Sync what happens in Microsoft Dynamics 365 with the customer records in Gorgias, 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 Contacts, Leads, Opportunities, Cases (Incidents) in Microsoft Dynamics 365 to Tickets, Messages, Customers, Users (agents) in Gorgias with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Gorgias, 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.
  • Sync Gorgias customers and tickets into a warehouse or CRM so support volume can be analyzed alongside order and LTV data.
  • Push order, subscription, and shipping data from a production database into Gorgias customer profiles so agents see context without switching tools.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Gorgias, 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 Gorgias, and refreshes keep them from going stale.

Where Microsoft Dynamics 365 processes payments

Charges, refunds, and subscription changes appear on the account in Gorgias, so revenue context lives with the relationship.

What you can sync between Gorgias 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.

Gorgias objects Microsoft Dynamics 365 objects
Events Activity records useful for auditing what happened on a ticket. Products Catalog records aligned with ERP item masters.
Custom fields Extend tickets with brand-specific attributes. Activities Emails, calls, and tasks captured for engagement analytics.
Tickets The central support object, aggregating a conversation across channels. Custom Tables Dataverse tables that carry business-specific entities through the same API surface.
Messages Individual inbound and outbound messages attached to a ticket. Accounts Company records synced bi-directionally with ERPs, databases, and billing systems.
Customers Unified shopper profiles that merge identities across connected stores. Contacts Person records kept consistent with marketing, support, and data-warehouse copies.
Users (agents) Support staff records used for assignment and workload reporting. Leads Inbound records enriched and routed from external sources into sales queues.
What ships with Gorgias ⇄ Microsoft Dynamics 365

Connect Gorgias and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gorgias–Microsoft Dynamics 365 connection.

Real-time

Two-way sync

Changes in Gorgias or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gorgias 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 Gorgias or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your Gorgias ⇄ 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 Gorgias and Microsoft Dynamics 365.

How the Gorgias and Microsoft Dynamics 365 connectors work

Gorgias

Integration surface
REST API
Authentication
API key paired with the account email over HTTP Basic auth; OAuth 2.0 for public apps
Change detection
Webhooks for ticket and message events, supplemented by polling with updated-at cursors
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by plan.

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
Microsoft Dynamics 365 setup guide
How it works

How to connect Gorgias 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.

  1. 01

    Connect your apps

    Authenticate Gorgias 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Gorgias connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gorgias 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Gorgias ⇄ Microsoft Dynamics 365
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Gorgias Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Gorgias and Microsoft Dynamics 365 integration FAQ

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 Gorgias and Microsoft Dynamics 365.

Popular · 8 of 386
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