Real-time
Two-way sync
Changes in Insightly or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
CRM
Insightly to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep Insightly and Microsoft Dynamics 365 Sales 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and Microsoft Dynamics 365 Sales
Run Insightly and Microsoft Dynamics 365 Sales side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Contacts, Organizations, Leads, Opportunities in Insightly with Contacts, Leads, Opportunities, Quotes in Microsoft Dynamics 365 Sales in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- Two-way sync of Insightly contacts and organizations with a marketing automation platform
- Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
- Run a two-way dual-run between Dynamics and another CRM during a migration.
- Feed BI models with continuously updated CRM data instead of scheduled exports.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
What you can sync between Insightly and Microsoft Dynamics 365 Sales
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 Sales objects | |
|---|---|---|
| Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | |
| Projects Delivery records created from won opportunities sync with PSA and task tools. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | |
| Tasks Activity records keep follow-ups consistent across systems. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | |
| Events Calendar items sync for a complete activity timeline. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | |
| Notes Free-text context attaches to synced records for downstream visibility. | Contacts Person records linked to accounts; synced with marketing and support systems. | |
| Products Product catalog entries support line-item syncing on opportunities and quotes. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. |
What ships with Insightly ⇄ Microsoft Dynamics 365 Sales
Connect Insightly and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly or Microsoft Dynamics 365 Sales 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 Sales record.
Observability
Monitoring
Track your Insightly ⇄ Microsoft Dynamics 365 Sales 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 Sales.
How the Insightly and Microsoft Dynamics 365 Sales 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 Sales
- Integration surface
- Dataverse Web API (OData v4 REST)
- Authentication
- OAuth 2.0 via Microsoft Entra ID
- Change detection
- Dataverse change tracking with delta tokens, plus registered webhooks on table events
- Capabilities
- read · write · webhooks
- Rate limits
- Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works
How to connect Insightly to Microsoft Dynamics 365 Sales — 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 Sales 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 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly and Microsoft Dynamics 365 Sales 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 365 SalesCustomers 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 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Microsoft Dynamics 365 Sales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Insightly's Opportunities and Projects), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Insightly: Insightly combines CRM and project management in one data model, so opportunities can convert into linked projects, and both object types are available over the same API. Microsoft Dynamics 365 Sales: Custom tables and columns are first-class in the Web API and are described by the same metadata endpoints as standard tables. Stacksync's field mapping accounts for these differences between Insightly and Microsoft Dynamics 365 Sales without custom code.
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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 Sales 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 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Microsoft Dynamics 365 Sales integration in-house.
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Yes — Stacksync ships production-grade connectors for both Insightly and Microsoft Dynamics 365 Sales. 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 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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 Insightly and Microsoft Dynamics 365 Sales.
Popular · 8 of 386
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Insightly ⇄ Zoho SalesIQ -
Insightly ⇄ ZoomInfo -
Insightly ⇄ Salesforce -
Insightly ⇄ HubSpot -
Microsoft Dynamics 365 Sales ⇄ Gorgias -
Microsoft Dynamics 365 Sales ⇄ Infor CRM -
Microsoft Dynamics 365 Sales ⇄ Intercom -
Microsoft Dynamics 365 Sales ⇄ Kommo
No integrations match .
