Two-way sync
Changes in Kustomer or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Keep Kustomer 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.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Customers, Conversations, Messages, Companies in Kustomer with Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Deal stage and value on shared accounts stay visible from either CRM.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
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 Sales objects | |
|---|---|---|
| Notes Internal annotations carry context alongside synced conversations. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | |
| Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | |
| Conversations Support threads across channels sync outward for analytics and CRM context. | Contacts Person records linked to accounts; synced with marketing and support systems. | |
| Messages Individual messages within conversations support full-thread replication. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | |
| Companies Organization records group customers and map to CRM accounts. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | |
| Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. | Quotes Pricing proposals; often synced with CPQ or ERP pricing data. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Kustomer–Microsoft Dynamics 365 Sales connection.
Changes in Kustomer or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Kustomer or Microsoft Dynamics 365 Sales 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 Sales record.
Track your Kustomer ⇄ Microsoft Dynamics 365 Sales 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 Sales.
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 Sales 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 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.
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 Sales: 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.
On the Kustomer side: Customers, Conversations, Messages, Companies, plus custom fields where Kustomer exposes them. On the Microsoft Dynamics 365 Sales side: Activities, Custom Tables, Accounts, Contacts. 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 Sales: Where both track pipeline: deal visibility across systems; Post-acquisition consolidation; Migration with a parallel run. Deal stage and value on shared accounts stay visible from either CRM.
Kustomer: REST API. Authentication: API key used as a bearer token, scoped by role. 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.
Kustomer: Custom object types are called Klasses, and they are the standard mechanism for landing external data like orders and subscriptions where agents work. Microsoft Dynamics 365 Sales: Data lives in Dataverse tables exposed through an OData v4 Web API, so standard query options handle filtering, expansion, and paging. Stacksync's field mapping accounts for these differences between Kustomer and Microsoft Dynamics 365 Sales without custom code.
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 Sales.