Real-time
Two-way sync
Changes in Ironclad or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Ironclad to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Ironclad 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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Why teams connect Ironclad and Microsoft Dynamics 365
Stop re-entering the same information in Ironclad and Microsoft Dynamics 365: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Webhooks, Workflow Approvals, Signature Packets, Workflow Documents in Ironclad with Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Stream workflow approval and signature webhook events into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
- 02 Push Obligations and renewal dates from Ironclad into a finance or task system so post-signature commitments and renewals are tracked and actioned on time.
- 03 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
- 04 Sync cases with external ticketing or product systems so support works one queue.
Common sync patterns
Where Microsoft Dynamics 365 is where the team documents or plans: keep its data fed
Information that originates in Ironclad stays current in Microsoft Dynamics 365 instead of going stale after a one-time paste.
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
What you can sync between Ironclad 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.
| Ironclad objects | Microsoft Dynamics 365 objects | How this pairing syncs | |
|---|---|---|---|
| Records The Repository of executed and stored contracts with metadata (value, counterparty, key dates, type) and attachments; full create, read, update, and delete so signed-contract data and PDFs sync to a warehouse, ERP, or CRM. | Products Catalog records aligned with ERP item masters. | Records is specific to Ironclad and Products to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Entities Structured records for counterparties and other parties linked to workflows and records; read and written to keep company and vendor master data aligned with a CRM or ERP. | Activities Emails, calls, and tasks captured for engagement analytics. | Entities is specific to Ironclad and Activities to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Obligations Post-signature commitments, milestones, and renewal dates tied to contracts; synced two-way to drive renewal, compliance, and finance reporting in downstream systems. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Obligations is specific to Ironclad and Custom Tables to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Webhooks Event subscriptions that push workflow, approval, signature, document, and comment changes to Stacksync in near real time; created, listed, and deleted through the API across 40+ event types. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Webhooks is specific to Ironclad and Accounts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Workflow Approvals Per-workflow approval requests and their state; read to report approval status and cycle time, and status changes arrive live through the workflow_approval_status_changed event. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Workflow Approvals is specific to Ironclad and Contacts to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. | |
| Signature Packets The e-signature packets on a workflow (sent, signatures collected, fully signed); read to track signing progress, with packet events delivered by webhook for real-time status. | Leads Inbound records enriched and routed from external sources into sales queues. | Signature Packets is specific to Ironclad and Leads to Microsoft Dynamics 365 — each maps to any object or custom field on the other side. |
How changes propagate between Ironclad 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.
Ironclad Microsoft Dynamics 365 Sub-second propagation
DetectionIronclad notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Ironclad 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 Ironclad through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Ironclad: Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.
What ships with Ironclad ⇄ Microsoft Dynamics 365
Connect Ironclad and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Ironclad–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Ironclad 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 Ironclad or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Ironclad ⇄ 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 Ironclad and Microsoft Dynamics 365.
How the Ironclad and Microsoft Dynamics 365 connectors work
Ironclad
- Integration surface
- REST/JSON Public API (CLM API) at https://na1.ironcladapp.com/public/api/v1 (NA1 and EU1 regions plus a demo/sandbox), with a native Webhooks subscription API; described by an OpenAPI 3.1 spec.
- Authentication
- OAuth 2.0 - Authorization Code grant (PKCE for public clients) and Client Credentials grant for server-to-server; access tokens are Bearer, expire after 6 hours, and every endpoint is gated by a resource scope. The legacy static API bearer token was deprecated on 2024-11-22.
- Change detection
- Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing endpoint up to 10 times over about 13.6 hours with exponential backoff. Otherwise poll the list endpoints by last-updated. There is no database change-data-capture log.
- Capabilities
- read · write · webhooks
- Rate limits
- Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.
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 Ironclad 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 Ironclad 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.
Ironclad
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Ironclad 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 · Ironclad ⇄ 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.
Ironclad Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Ironclad and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Ironclad and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Ironclad's Records and Entities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Ironclad: The Public API is write-capable: you can launch and bulk-launch workflows, update workflow attributes, and create, update, or delete records, entities, and obligations - it is not a read-only export. Microsoft Dynamics 365: Authorization may be blocked by a 'Need admin approval for this app' screen requiring a Microsoft directory admin to grant consent to the Stacksync app before syncing can begin. Stacksync's field mapping accounts for these differences between Ironclad and Microsoft Dynamics 365 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 Ironclad 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 Ironclad and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Ironclad–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Ironclad 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 Ironclad: Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing endpoint up to 10 times over about 13.6 hours with exponential backoff. Otherwise poll the list endpoints by last-updated. There is no database change-data-capture log. 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.
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
Every pair below is a real-time, two-way sync. Search all 518 integrations available for Ironclad and Microsoft Dynamics 365.
Popular · 7 of 518
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Ironclad ⇄ Smartsheet -
Ironclad ⇄ Sysaid -
Ironclad ⇄ Wrike -
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Microsoft Dynamics 365 ⇄ ConnectWise -
Microsoft Dynamics 365 ⇄ Aviato -
Microsoft Dynamics 365 ⇄ Customer.io
No integrations match .
