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Human resources ⇄ CRM

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

Keep Lever 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 Lever and Microsoft Dynamics 365 Sales

Keep the people who own accounts in Microsoft Dynamics 365 Sales in step with the workforce records in Lever, 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 Lever. Lever 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 Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales with Stages, Feedback, Interviews, Notes and Contacts in Lever field by field, in real time, and in both directions. You decide which system owns which fields, so Lever 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 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • 02 Run a two-way dual-run between Dynamics and another CRM during a migration.
  • 03 When an Opportunity is marked hired, write the candidate and its Offer into an HRIS or onboarding system to start employee provisioning.
  • 04 Consolidate Feedback, Interviews, and Notes into a warehouse for interviewer scorecard and time-to-fill reporting.

Common sync patterns

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 Lever tracks people the business also engages: contacts stay in sync

A person recorded in Lever, 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.

New team members provisioned when they are hired

When Lever records a new hire, a matching user or owner is created in Microsoft Dynamics 365 Sales, so a new rep can start working accounts without waiting on a manual setup ticket.

What you can sync between Lever 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.

Lever objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Opportunities The core pipeline record for a candidate applying to a role; replaced the deprecated Candidates endpoint. Created via POST /opportunities and updated (stage, archive, links, tags, sources, files) through the API, and synced two-way with a database or HRIS. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Requisitions Headcount/requisition records with custom requisition fields, tied to Postings; read via GET /requisitions and synced to an HRIS to reconcile approved headcount against open roles. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Requisitions is specific to Lever and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Offers Offer records attached to an Opportunity with status and offer-form fields; exposed read-only through GET /opportunities/:id/offers, so they sync outbound to an HRIS or onboarding system when a candidate reaches the offer stage. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Offers is specific to Lever and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Users Lever team members (recruiters, hiring managers) with configurable roles; can be created via POST /users, deactivated, and reactivated through the API. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Users is specific to Lever and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Stages Pipeline stage definitions that Opportunities move through; read to model funnel state and stage transitions in a database. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Stages is specific to Lever and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Feedback Interview feedback and scorecard forms attached to Opportunities; created via POST /opportunities/:id/feedback and consolidated into a warehouse for interviewer analytics. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Feedback is specific to Lever and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Lever 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.

Lever Microsoft Dynamics 365 Sales Sub-second propagation

DetectionLever notifies Stacksync of record changes through webhook events. Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired,.

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

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

Rate-limit considerations

  • Lever: 10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Lever ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Lever ⇄ 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 Lever and Microsoft Dynamics 365 Sales.

How the Lever and Microsoft Dynamics 365 Sales connectors work

Lever

Integration surface
REST Data API (api.lever.co/v1)
Authentication
API key over HTTP Basic auth (key as username, blank password) for internal integrations, or OAuth 2.0 with 1-hour access tokens for partner integrations (auth.lever.co)
Change detection
Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired, interview created/updated/deleted), plus incremental polling via created_at and updated_at range filters on Opportunities
Capabilities
read · write · webhooks
Rate limits
10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
Lever 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 Lever 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 Lever 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
    Lever connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Lever 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 431 integrations available for Lever and Microsoft Dynamics 365 Sales.

Popular · 7 of 431
All Lever integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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