Real-time
Two-way sync
Changes in Infor CRM or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Infor CRM to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Infor CRM 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.
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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 Dynamics 365
Sync what happens in Microsoft Dynamics 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 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 Products, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 to Tickets, Activities, Campaigns, Custom entities in Infor CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- 01 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
- 02 Sync cases with external ticketing or product systems so support works one queue.
- 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 Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Infor CRM, so revenue context lives with the relationship.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Infor CRM 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 Infor CRM, so sales sees open issues before the next call.
What you can sync between Infor CRM 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.
| Infor CRM objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records matched against ERP customer masters in syncs. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Contacts Person records synced with marketing and support tools. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | 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. | Leads Inbound records enriched and routed from external sources into sales queues. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Opportunities Pipeline records synced out for forecasting and reporting. | Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Custom entities Deployment-specific objects added through the customizable entity model. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Custom entities is specific to Infor CRM and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Tickets Service records synced with helpdesk and field service systems. | Cases (Incidents) Support records shared with ticketing tools and product databases. | Tickets is specific to Infor CRM and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM 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.
Infor CRM Microsoft Dynamics 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 Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Infor CRM 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 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 Dynamics 365
Connect Infor CRM and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor CRM 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 Infor CRM or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Infor CRM ⇄ 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 Infor CRM and Microsoft Dynamics 365.
How the Infor CRM and Microsoft Dynamics 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 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 Infor CRM 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 Infor CRM 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.
Infor CRM
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor CRM 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 · Infor CRM ⇄ 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.
Infor CRM Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Infor CRM and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Infor CRM's Accounts and Contacts), 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 Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor CRM–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Infor CRM and Microsoft Dynamics 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 Dynamics 365: 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. 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 Dynamics 365 side: Products, Activities, Custom Tables, Accounts, plus custom fields where Microsoft Dynamics 365 exposes them. On the Infor CRM side: Tickets, Activities, Campaigns, Custom entities. 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
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