Two-way sync
Changes in Kustomer or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Keep Kustomer 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.
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 Microsoft Dynamics 365 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 Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Tags, Notes, Customers, Conversations in Kustomer with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Kustomer, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Enriched fields land directly on records in Kustomer, and refreshes keep them from going stale.
Charges, refunds, and subscription changes appear on the account in Kustomer, so revenue context lives with the relationship.
Owner, lifecycle stage, or account details from Kustomer sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
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.
| Kustomer objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Notes Internal annotations carry context alongside synced conversations. | Cases (Incidents) Support records shared with ticketing tools and product databases. | |
| Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Conversations Support threads across channels sync outward for analytics and CRM context. | Products Catalog records aligned with ERP item masters. | |
| Messages Individual messages within conversations support full-thread replication. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Companies Organization records group customers and map to CRM accounts. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | |
| Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Kustomer–Microsoft Dynamics 365 connection.
Changes in Kustomer or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Kustomer or Microsoft Dynamics 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Kustomer or Microsoft Dynamics 365 record.
Track your Kustomer ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Kustomer and Microsoft Dynamics 365.
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.
Authenticate Kustomer 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.
Pick the Kustomer 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Kustomer and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Kustomer's Notes and Customers), map fields visually, and changes propagate both ways in milliseconds — no code required.
Yes — Stacksync ships production-grade connectors for both Kustomer and Microsoft Dynamics 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Kustomer: Outbound webhooks on record events, plus polling for backfill. 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.
On the Microsoft Dynamics 365 side: Cases (Incidents), Quotes, Orders & Invoices, Products, Activities, plus custom fields where Microsoft Dynamics 365 exposes them. On the Kustomer side: Tags, Notes, Customers, Conversations. Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for Kustomer and Microsoft Dynamics 365: Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments; Where Microsoft Dynamics 365 can store CRM context: fields kept current. Enriched fields land directly on records in Kustomer, and refreshes keep them from going stale.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Kustomer and Microsoft Dynamics 365.