Real-time
Two-way sync
Changes in Insightly or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Insightly to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Insightly 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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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Insightly and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Insightly, 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 Contacts, Organizations, Leads, Opportunities in Insightly with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Insightly, 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 Two-way sync of Insightly contacts and organizations with a marketing automation platform
- 04 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
Common sync patterns
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Insightly, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Insightly, 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 Insightly sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
What you can sync between Insightly 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.
| Insightly objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records sync with marketing and support tools to keep one contact list. | 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 prospects sync in from forms and enrichment sources before conversion. | 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 feed forecasting and warehouse-based 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. | |
| Products Product catalog entries support line-item syncing on opportunities and quotes. | Products Catalog records aligned with ERP item masters. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Notes Free-text context attaches to synced records for downstream visibility. | Cases (Incidents) Support records shared with ticketing tools and product databases. | Notes is specific to Insightly and Cases (Incidents) to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Custom Fields is specific to Insightly and Quotes, Orders & Invoices to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Insightly 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.
Insightly Microsoft Dynamics 365 Interval-based propagation
DetectionStacksync polls Insightly for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record updated-date fields.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Insightly 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 Insightly through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Insightly ⇄ Microsoft Dynamics 365
Connect Insightly and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly 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 Insightly or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Insightly ⇄ 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 Insightly and Microsoft Dynamics 365.
How the Insightly and Microsoft Dynamics 365 connectors work
Insightly
- Integration surface
- REST API (versioned)
- Authentication
- API key sent via HTTP Basic authentication
- Change detection
- Polling on record updated-date fields
- Capabilities
- read · write
- Rate limits
- Daily API request caps vary by Insightly 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
How it works
How to connect Insightly 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 Insightly 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.
Insightly
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly 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 · Insightly ⇄ 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.
Insightly Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Microsoft Dynamics 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Insightly's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Insightly and Microsoft Dynamics 365 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Insightly and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Insightly 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 Insightly: Polling on record updated-date fields. 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 Insightly side: Contacts, Organizations, Leads, Opportunities. Stacksync auto-detects both schemas and converts types between the two systems.
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
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
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No integrations match .
