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

Keep Microsoft Dynamics 365 and Monday 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 Microsoft Dynamics 365 and Monday

Stop re-entering the same information in Microsoft Dynamics 365 and Monday: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Products, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 with Groups, Updates, Users, Workspaces in Monday in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • 02 Enrich leads from external data sources and write scores back onto Dynamics records.
  • 03 Sync Updates and status changes from monday.com into a database so downstream tools and dashboards react to project progress in near real time.
  • 04 Two-way sync of Items and their Column values between a monday.com board and Postgres so ops teams work in SQL while project owners stay in monday.com.

Common sync patterns

Where Monday is where the team documents or plans: keep its data fed

Information that originates in Microsoft Dynamics 365 stays current in Monday instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

What you can sync between Microsoft Dynamics 365 and Monday

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.

Microsoft Dynamics 365 objects Monday objects How this pairing syncs
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Column values Typed fields (status, date, people, numbers, connect-boards); polymorphic JSON usually written together via change_multiple_column_values. Opportunities is specific to Microsoft Dynamics 365 and Column values to Monday — each maps to any object or custom field on the other side.
Cases (Incidents) Support records shared with ticketing tools and product databases. Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. Cases (Incidents) is specific to Microsoft Dynamics 365 and Groups to Monday — each maps to any object or custom field on the other side.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Updates Comment and activity threads attached to items; read out into a database for reporting or written back as notes. Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Updates to Monday — each maps to any object or custom field on the other side.
Products Catalog records aligned with ERP item masters. Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. Products is specific to Microsoft Dynamics 365 and Users to Monday — each maps to any object or custom field on the other side.
Activities Emails, calls, and tasks captured for engagement analytics. Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Activities is specific to Microsoft Dynamics 365 and Workspaces to Monday — each maps to any object or custom field on the other side.
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Custom Tables is specific to Microsoft Dynamics 365 and Boards to Monday — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 and Monday

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.

Microsoft Dynamics 365 Monday Sub-second propagation

DetectionMicrosoft Dynamics 365 pushes changes as they happen — webhook events backed by change data capture. Change data capture (CDC) via the Dynamics 365 Change Tracking feature.

DeliveryEach detected change is written to Monday through its API, with automatic retries and rate-limit backoff.

Monday Microsoft Dynamics 365 Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

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

Rate-limit considerations

  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
What ships with Microsoft Dynamics 365 ⇄ Monday

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Monday instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 or Monday 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 Microsoft Dynamics 365 or Monday record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Monday sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 and Monday.

How the Microsoft Dynamics 365 and Monday connectors work

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
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
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide
How it works

How to connect Microsoft Dynamics 365 to Monday — 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 Microsoft Dynamics 365 and Monday 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
    Microsoft Dynamics 365 connected
    Monday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 and Monday 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 · Microsoft Dynamics 365 ⇄ Monday
    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
    Microsoft Dynamics 365 Monday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Microsoft Dynamics 365 and Monday 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
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ISO 27001
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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 518 integrations available for Microsoft Dynamics 365 and Monday.

Popular · 7 of 518
All Microsoft Dynamics 365 integrations All Monday integrations Browse all integrations
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