Real-time
Two-way sync
Changes in Infor CRM or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Infor CRM to Microsoft 365 integration — real-time, two-way sync
Keep Infor CRM and Microsoft 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Infor CRM and Microsoft 365
Sync what happens in Microsoft 365 with the customer records in Infor CRM, 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 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 Teams, Planner & To Do Tasks, Users, Groups in Microsoft 365 to Accounts, Contacts, Leads, Opportunities in Infor CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- 01 Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
- 02 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- 03 Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.
- 04 Support a migration to another CRM by running both systems in sync during the transition.
Common sync patterns
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Infor CRM, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Infor CRM sync into Microsoft 365, so people working there have the context without switching tools.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.
What you can sync between Infor CRM and Microsoft 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.
| Infor CRM objects | Microsoft 365 objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records synced with marketing and support tools. | Contacts Personal and org contacts kept consistent with CRM contact records. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Leads Unqualified records synced in from marketing sources. | Planner & To Do Tasks Task items synced with project and work-management tools. | Leads is specific to Infor CRM and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records synced out for forecasting and reporting. | Users Entra ID user accounts synced with HR and identity systems. | Opportunities is specific to Infor CRM and Users to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Tickets Service records synced with helpdesk and field service systems. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | Tickets is specific to Infor CRM and Groups to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Activities Calls, meetings, and tasks synced for engagement reporting. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | Activities is specific to Infor CRM and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Campaigns Marketing containers linked to leads and opportunities. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Campaigns is specific to Infor CRM and Calendar Events to Microsoft 365 — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM and Microsoft 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.
Infor CRM Microsoft 365 Interval-based propagation
DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Microsoft 365 Infor CRM Sub-second propagation
DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.
DeliveryEach detected change is written to Infor CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with Infor CRM ⇄ Microsoft 365
Connect Infor CRM and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor CRM or Microsoft 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 Infor CRM or Microsoft 365 record.
Observability
Monitoring
Track your Infor CRM ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Infor CRM and Microsoft 365.
How the Infor CRM and Microsoft 365 connectors work
Infor CRM
- Integration surface
- REST-style SData API over the CRM entity model
- Authentication
- User credentials; Infor OS-managed authentication in cloud deployments
- Change detection
- Polling on modified timestamps; no log-based CDC on the API surface
- Capabilities
- read · write
- Rate limits
- Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect Infor CRM to Microsoft 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 Infor CRM and Microsoft 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Infor CRM
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor CRM and Microsoft 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 · Infor CRM ⇄ Microsoft 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.
Infor CRM Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Microsoft 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Infor CRM and Microsoft 365: authenticate both systems, choose the objects to sync (such as Infor CRM's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Infor CRM and Microsoft 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor CRM–Microsoft 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Infor CRM and Microsoft 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Infor CRM: Polling on modified timestamps; no log-based CDC on the API surface. On Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft 365 side: Teams, Planner & To Do Tasks, Users, Groups, plus custom fields where Microsoft 365 exposes them. On the Infor CRM side: Accounts, Contacts, Leads, Opportunities. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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
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 471 integrations available for Infor CRM and Microsoft 365.
Popular · 8 of 471
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Infor CRM ⇄ Docusign -
Infor CRM ⇄ Gatekeeper -
Infor CRM ⇄ Monday -
Infor CRM ⇄ Notion -
Microsoft 365 ⇄ SugarCRM -
Microsoft 365 ⇄ Twenty CRM -
Microsoft 365 ⇄ Veeva CRM -
Microsoft 365 ⇄ Vtiger CRM
No integrations match .
