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Data warehouse ⇄ CRM

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

Keep Materialize 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Materialize and Microsoft Dynamics 365 Sales

Sync Microsoft Dynamics 365 Sales into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Orders, Invoices, Activities, Custom Tables from Microsoft Dynamics 365 Sales land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Microsoft Dynamics 365 Sales. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Feed BI models with continuously updated CRM data instead of scheduled exports.
  • Read computed view results back into a CRM or application database as derived fields.
  • Drive alerting and operational tooling from SUBSCRIBE change streams instead of scheduled queries.

Cleanup that sticks

Deduplication and normalization done in Materialize can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Microsoft Dynamics 365 Sales are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in Microsoft Dynamics 365 Sales, where the people working accounts actually see them.

What you can sync between Materialize 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.

Materialize objects Microsoft Dynamics 365 Sales objects
Schemas & Databases Namespaces that organize objects a sync targets. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Tables User-managed tables that accept INSERT/UPDATE/DELETE from sync pipelines. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Sources Ingestion points (Kafka, Postgres CDC, MySQL CDC, webhook) that feed external data into Materialize. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets. Contacts Person records linked to accounts; synced with marketing and support systems.
Sinks Outbound connections that emit view changes to Kafka topics. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Indexes In-memory arrangements that make view reads fast for serving workloads. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
What ships with Materialize ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

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

Observability

Monitoring

Track your Materialize ⇄ 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 Materialize and Microsoft Dynamics 365 Sales.

How the Materialize and Microsoft Dynamics 365 Sales connectors work

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC

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

    Choose tables

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

Materialize and Microsoft Dynamics 365 Sales integration FAQ

SECURITY

Security teams love 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
CSA STAR
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 386 integrations available for Materialize and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
All Materialize integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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