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Database ⇄ CRM

InterSystems IRIS to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep InterSystems IRIS 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

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Why teams connect InterSystems IRIS and Microsoft Dynamics 365 Sales

Treat Microsoft Dynamics 365 Sales like part of your database: its records live in InterSystems IRIS as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in InterSystems IRIS, where it can be queried and joined like everything else.

Stacksync mirrors Invoices, Activities, Custom Tables, Accounts from Microsoft Dynamics 365 Sales into Stored Procedures, Tables, Views, Schemas in InterSystems IRIS with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Microsoft Dynamics 365 Sales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Write enriched or corrected records from SaaS apps back into IRIS tables for on-platform processing
  • Replicate IRIS tables to Postgres so application teams can build against a familiar database

Product events onto CRM records

Signup, usage, or lifecycle changes written to InterSystems IRIS sync onto the matching records in Microsoft Dynamics 365 Sales, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Microsoft Dynamics 365 Sales API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Microsoft Dynamics 365 Sales arrive as row changes in InterSystems IRIS, ready to drive jobs and notifications.

What you can sync between InterSystems IRIS 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.

InterSystems IRIS objects Microsoft Dynamics 365 Sales objects
Stored Procedures Server-side logic callable over SQL supports controlled writes and transformations. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility.
Tables Relational projections of stored data are the primary read/write surface for SQL-based syncs. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Views SQL views expose curated slices of data for outbound replication. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Schemas Schema organization scopes which tables a sync connection can see. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Persistent Classes Object-model classes project to tables, so class data is reachable through SQL. Contacts Person records linked to accounts; synced with marketing and support systems.
Globals The underlying multidimensional storage; typically accessed indirectly via SQL or objects in syncs. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
What ships with InterSystems IRIS ⇄ Microsoft Dynamics 365 Sales

Connect InterSystems IRIS and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every InterSystems IRIS–Microsoft Dynamics 365 Sales connection.

Real-time

Two-way sync

Changes in InterSystems IRIS or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever InterSystems IRIS 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 InterSystems IRIS or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your InterSystems IRIS ⇄ 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 InterSystems IRIS and Microsoft Dynamics 365 Sales.

How the InterSystems IRIS and Microsoft Dynamics 365 Sales connectors work

InterSystems IRIS

Integration surface
SQL over JDBC/ODBC, plus object and REST access layers
Authentication
Database credentials
Change detection
Polling (timestamp or query-based); no standard webhook surface
Capabilities
read · write
Rate limits
Constrained by database resources rather than published API rate limits

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 InterSystems IRIS 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.

  1. 01

    Connect your apps

    Authenticate InterSystems IRIS 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    InterSystems IRIS connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the InterSystems IRIS 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.

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

InterSystems IRIS and Microsoft Dynamics 365 Sales 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 InterSystems IRIS and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
All InterSystems IRIS integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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