Skip to content
Business productivity ⇄ Human resources

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

Keep Microsoft Dynamics 365 and Namely 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 and Namely

Keep the people, teams, and status that Microsoft Dynamics 365 and Namely share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.

Each tool in Microsoft Dynamics 365 keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Namely is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.

Stacksync syncs Accounts, Contacts, Leads, Opportunities in Microsoft Dynamics 365 with Events, Profiles, Job Titles, Job Tiers in Namely bi-directionally and in real time. A person added, moved, or offboarded in Namely creates or updates the matching user in Microsoft Dynamics 365 within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where Microsoft Dynamics 365 captures details of its own, such as a corrected contact or a login identity, those can flow back to Namely in whichever direction you configure.

Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.

Common use cases

  • 01 Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • 02 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
  • 03 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
  • 04 Provision or deprovision accounts in an IdP or directory when a Profile's user_status or start_date changes, and write the resulting user ID and email back onto the Profile.

Common sync patterns

Offboarding: no standing access after a departure

When someone is marked as leaving in Namely, the matching account in Microsoft Dynamics 365 is deactivated or flagged, so departures do not leave open access behind.

One employee directory

A person's name, title, contact details, or status corrected in either system updates the other, so both sides stop maintaining separate copies of the same person.

Org and team structure kept current

Department, team, and reporting-line changes from Namely keep the groups, queues, or projects in Microsoft Dynamics 365 assigned to the right people.

What you can sync between Microsoft Dynamics 365 and Namely

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 Namely objects How this pairing syncs
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Opportunities is specific to Microsoft Dynamics 365 and Profile Fields to Namely — each maps to any object or custom field on the other side.
Cases (Incidents) Support records shared with ticketing tools and product databases. Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Cases (Incidents) is specific to Microsoft Dynamics 365 and Events to Namely — 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. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Profiles to Namely — each maps to any object or custom field on the other side.
Products Catalog records aligned with ERP item masters. Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Products is specific to Microsoft Dynamics 365 and Job Titles to Namely — each maps to any object or custom field on the other side.
Activities Emails, calls, and tasks captured for engagement analytics. Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Activities is specific to Microsoft Dynamics 365 and Job Tiers to Namely — 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. Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Custom Tables is specific to Microsoft Dynamics 365 and Groups to Namely — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 and Namely

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 Namely 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 Namely through its API, with automatic retries and rate-limit backoff.

Namely Microsoft Dynamics 365 Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

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

Rate-limit considerations

  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with Microsoft Dynamics 365 ⇄ Namely

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Namely 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 Namely 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 Namely record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Namely 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 Namely.

How the Microsoft Dynamics 365 and Namely 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

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Namely 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
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 410 integrations available for Microsoft Dynamics 365 and Namely.

Popular · 7 of 410
All Microsoft Dynamics 365 integrations All Namely integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own