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Human resources ⇄ CRM

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

Keep Jobvite 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 Jobvite and Microsoft Dynamics 365 Sales

Keep the people who own accounts in Microsoft Dynamics 365 Sales in step with the workforce records in Jobvite, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Microsoft Dynamics 365 Sales runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Jobvite. Jobvite is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Contacts, Leads, Opportunities, Quotes in Microsoft Dynamics 365 Sales with Application, Workflow Status, New Hire, Employee in Jobvite field by field, in real time, and in both directions. You decide which system owns which fields, so Jobvite stays authoritative on roles and org structure while Microsoft Dynamics 365 Sales keeps ownership and territory current, and Stacksync resolves conflicts by the 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 Write New Hire records into an HRIS or onboarding system the moment a candidate is marked hired, driven by Jobvite's candidate hired webhook.
  • 04 Push headcount-approved Requisitions from an internal planning database into Jobvite via POST /job so approved roles post to the career site automatically.

Common sync patterns

Deactivate access when someone leaves

When Jobvite marks a worker as departed, the matching user in Microsoft Dynamics 365 Sales is flagged or deactivated, so former employees do not keep CRM access after their last day.

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

Where Jobvite tracks people the business also engages: contacts stay in sync

A person recorded in Jobvite, such as a candidate or applicant, can create or update the matching contact in Microsoft Dynamics 365 Sales, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Jobvite 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.

Jobvite objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Attachment Resumes, cover letters, and files attached to a candidate; synced out to object storage or a document management system. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Attachment is specific to Jobvite and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Offer Offer state tied to an application (extended, accepted, declined); read out for offer-acceptance reporting and written to downstream comp or HR systems. Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Offer is specific to Jobvite and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Candidate Read from the candidate feed (GET /candidate) and written back via POST /candidate/updateCandidates to change status, notes, and disposition on each record. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Candidate is specific to Jobvite and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Requisition (Job) Job openings created or updated through POST /job and read from GET /jobFeed; maps to opening tables in an ATS reporting warehouse. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Requisition (Job) is specific to Jobvite and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Application Links a candidate to one requisition with its workflow state; read for pipeline reporting and status written back through the candidate update call. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Application is specific to Jobvite and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Workflow Status The pipeline stage per application (Screen, Interview, Offer, Hired); updated through POST /candidate/updateCandidates to advance records. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Workflow Status is specific to Jobvite and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Jobvite 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.

Jobvite Microsoft Dynamics 365 Sales Sub-second propagation

DetectionJobvite notifies Stacksync of record changes through webhook events. A candidate hired webhook, configured per customer by a Jobvite rep, POSTs to a custom URL on hire/offer-accepted events.

DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.

Microsoft Dynamics 365 Sales Jobvite 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 Jobvite through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Jobvite: Roughly 15 requests per minute and 850 per hour, reset at midnight Pacific, with per-endpoint daily caps (e.g. 20,000/day candidate GET/PUT, 500/day employee sync); 429 on exceed.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Jobvite ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Jobvite ⇄ 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 Jobvite and Microsoft Dynamics 365 Sales.

How the Jobvite and Microsoft Dynamics 365 Sales connectors work

Jobvite

Integration surface
REST API (JSON) with candidate, requisition (job), and employee feed endpoints under https://api.jobvite.com/{version}
Authentication
API key (api) and secret (sc) plus company ID (companyId), sent in request headers since Jobvite's April 1, 2024 move from URL-query to header-based auth. Credentials are provisioned per customer by Jobvite Support.
Change detection
A candidate hired webhook, configured per customer by a Jobvite rep, POSTs to a custom URL on hire/offer-accepted events; otherwise Stacksync polls the candidate and job feeds on a schedule and diffs results, since records carry no per-item modified-date filter.
Capabilities
read · write · webhooks
Rate limits
Roughly 15 requests per minute and 850 per hour, reset at midnight Pacific, with per-endpoint daily caps (e.g. 20,000/day candidate GET/PUT, 500/day employee sync); 429 on exceed.
Jobvite setup guide

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

    Choose tables

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

Jobvite 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.

Learn more about security
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:

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 431 integrations available for Jobvite and Microsoft Dynamics 365 Sales.

Popular · 6 of 431
All Jobvite integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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