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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.

  • 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 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

  • Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
  • Sync cases with external ticketing or product systems so support works one queue.
  • Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.
  • Support a migration to another CRM by running both systems in sync during the transition.

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
Opportunities Pipeline records synced out for forecasting and reporting. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Tickets Service records synced with helpdesk and field service systems. Products Catalog records aligned with ERP item masters.
Activities Calls, meetings, and tasks synced for engagement reporting. Activities Emails, calls, and tasks captured for engagement analytics.
Campaigns Marketing containers linked to leads and opportunities. Custom Tables Dataverse tables that carry business-specific entities through the same API surface.
Custom entities Deployment-specific objects added through the customizable entity model. Accounts Company records synced bi-directionally with ERPs, databases, and billing systems.
Accounts Company records matched against ERP customer masters in syncs. Contacts Person records kept consistent with marketing, support, and data-warehouse copies.
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.

Real-time

Two-way sync

Changes in Infor CRM 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 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
Microsoft Dynamics 365 setup guide
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.

  1. 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Infor CRM connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Infor CRM ⇄ 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
    Infor CRM Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Infor CRM 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Infor CRM and Microsoft Dynamics 365.

Popular · 8 of 386
All Infor CRM integrations All Microsoft Dynamics 365 integrations Browse all integrations
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