Real-time
Two-way sync
Changes in JobBOSS² or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
JobBOSS² to Microsoft Dynamics 365 Sales integration — real-time, two-way sync
Keep JobBOSS² 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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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect JobBOSS² and Microsoft Dynamics 365 Sales
Close the gap between front office and back office: Microsoft Dynamics 365 Sales and JobBOSS² share customers and status in real time, in both directions.
Microsoft Dynamics 365 Sales holds the customer relationship; JobBOSS² runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 Sales with Vendors, Time Entries, Invoices, Shipments in JobBOSS² field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- 02 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
- 03 Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work
- 04 Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details
Common sync patterns
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where JobBOSS² manages people and org data: keep Microsoft Dynamics 365 Sales aligned
Owners, territories, and org structure informed by JobBOSS² stay current in Microsoft Dynamics 365 Sales.
Where JobBOSS² handles order-to-cash: closed-won flows through
A deal won in Microsoft Dynamics 365 Sales creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.
What you can sync between JobBOSS² 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.
| JobBOSS² objects | Microsoft Dynamics 365 Sales objects | How this pairing syncs | |
|---|---|---|---|
| Invoices Billing documents flow to accounting and BI systems. | Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Purchase Orders PO data syncs outward for spend and receiving visibility. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Purchase Orders is specific to JobBOSS² and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Vendors Vendor records keep procurement and accounting tools consistent. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Vendors is specific to JobBOSS² and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Time Entries Shop-floor time data consolidates into costing and payroll reporting. | Contacts Person records linked to accounts; synced with marketing and support systems. | Time Entries is specific to JobBOSS² and Contacts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Shipments Shipment records close the loop to customers and CRM records. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Shipments is specific to JobBOSS² and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. | |
| Customers Customer records sync with CRM accounts so sales and the shop share one file. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Customers is specific to JobBOSS² and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side. |
How changes propagate between JobBOSS² 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.
JobBOSS² Microsoft Dynamics 365 Sales Interval-based propagation
DetectionStacksync polls JobBOSS² for changes on an incremental schedule, reading only records changed since the previous pass. Polling.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Microsoft Dynamics 365 Sales JobBOSS² 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 JobBOSS² through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- JobBOSS²: Subject to the platform's API rate limits.
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with JobBOSS² ⇄ Microsoft Dynamics 365 Sales
Connect JobBOSS² and Microsoft Dynamics 365 Sales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–Microsoft Dynamics 365 Sales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever JobBOSS² 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 JobBOSS² or Microsoft Dynamics 365 Sales record.
Observability
Monitoring
Track your JobBOSS² ⇄ 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 JobBOSS² and Microsoft Dynamics 365 Sales.
How the JobBOSS² and Microsoft Dynamics 365 Sales connectors work
JobBOSS²
- Integration surface
- REST API (vendor-provided; coverage varies by edition and deployment)
- Authentication
- API key or vendor-issued credentials
- Change detection
- Polling
- Capabilities
- read · write
- Rate limits
- Subject to the platform's 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 JobBOSS² 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 JobBOSS² 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.
JobBOSS²
connected
Microsoft Dynamics 365 Sales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the JobBOSS² 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 · JobBOSS² ⇄ 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.
JobBOSS² Microsoft Dynamics 365 SalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
JobBOSS² and Microsoft Dynamics 365 Sales integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between JobBOSS² and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as JobBOSS²'s Invoices and Purchase Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for JobBOSS² and Microsoft Dynamics 365 Sales: One customer master; Where JobBOSS² manages people and org data: keep Microsoft Dynamics 365 Sales aligned; Where JobBOSS² handles order-to-cash: closed-won flows through. Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
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JobBOSS²: REST API (vendor-provided; coverage varies by edition and deployment). Authentication: API key or vendor-issued credentials. Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
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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. JobBOSS²: As a system built for custom job shops, records like routings and estimates are structured per-job rather than per-catalog-product, which shapes how they map to CRM and accounting objects. Stacksync's field mapping accounts for these differences between JobBOSS² 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 JobBOSS² 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 JobBOSS² and Microsoft Dynamics 365 Sales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom JobBOSS²–Microsoft Dynamics 365 Sales integration in-house.
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
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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