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Business productivity ⇄ CRM

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

Keep Ironclad 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.

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Why teams connect Ironclad and Microsoft Dynamics 365 Sales

Sync what happens in Ironclad with the customer records in Microsoft Dynamics 365 Sales, 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 Ironclad 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 Records, Entities, Obligations, Webhooks in Ironclad to Opportunities, Quotes, Orders, Invoices in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Ironclad update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Ironclad can store and use it.

Common use cases

  • 01 Pull executed contract PDFs from Records attachments into a document store or archive as each workflow completes.
  • 02 Two-way sync Ironclad Records with a warehouse or ERP so executed-contract value, counterparty, renewal dates, and status stay current without manual re-keying.
  • 03 Run a two-way dual-run between Dynamics and another CRM during a migration.
  • 04 Feed BI models with continuously updated CRM data instead of scheduled exports.

Common sync patterns

Where Ironclad handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.

Where Ironclad supplies contact or company data

Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.

Where Ironclad processes payments

Charges, refunds, and subscription changes appear on the account in Microsoft Dynamics 365 Sales, so revenue context lives with the relationship.

What you can sync between Ironclad 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.

Ironclad objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Workflows The core unit of Ironclad: a live contract process (NDA, MSA, order form) moving through creation, review, approval, and signature. Launched via POST, updated via PATCH, and read for status, so contract processes move two-way between Ironclad and a database, CRM, or ERP. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Workflows is specific to Ironclad and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
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. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Records is specific to Ironclad and Custom Tables to Microsoft Dynamics 365 Sales — 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. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Entities is specific to Ironclad and Accounts to Microsoft Dynamics 365 Sales — 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. Contacts Person records linked to accounts; synced with marketing and support systems. Obligations is specific to Ironclad and Contacts to Microsoft Dynamics 365 Sales — 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. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Webhooks is specific to Ironclad and Leads to Microsoft Dynamics 365 Sales — 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. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Workflow Approvals is specific to Ironclad and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Ironclad and Microsoft Dynamics 365 Sales

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 Sales 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 Sales through its API, with automatic retries and rate-limit backoff.

Microsoft Dynamics 365 Sales Ironclad Sub-second propagation

DetectionMicrosoft Dynamics 365 Sales notifies Stacksync of record changes through webhook events. Dataverse change tracking with delta tokens, plus registered webhooks on table events.

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.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Ironclad ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

Changes in Ironclad 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 Ironclad 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 Ironclad or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Ironclad ⇄ 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 Ironclad and Microsoft Dynamics 365 Sales.

How the Ironclad and Microsoft Dynamics 365 Sales 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 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 Ironclad 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 Ironclad 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
    Ironclad connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Ironclad 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 · Ironclad ⇄ 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
    Ironclad Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Ironclad and Microsoft Dynamics 365 Sales integration FAQ

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.

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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 436 integrations available for Ironclad and Microsoft Dynamics 365 Sales.

Popular · 7 of 436
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