Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Nutshell instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to Nutshell integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Nutshell 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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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Microsoft Dynamics 365 and Nutshell
Sync what happens in Microsoft Dynamics 365 with the customer records in Nutshell, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Dynamics 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products in Microsoft Dynamics 365 to Tasks, Notes, Products, Tags in Nutshell with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Nutshell, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- 01 Enrich leads from external data sources and write scores back onto Dynamics records.
- 02 Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
- 03 Mirror tasks and activities into ops tools for cross-team visibility.
- 04 Sync Nutshell leads into a warehouse or Postgres so small B2B teams can report on pipeline without exports.
Common sync patterns
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Nutshell, so sales sees open issues before the next call.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Nutshell, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Nutshell, so revenue context lives with the relationship.
What you can sync between Microsoft Dynamics 365 and Nutshell
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 | Nutshell objects | How this pairing syncs | |
|---|---|---|---|
| Leads Inbound records enriched and routed from external sources into sales queues. | Leads Nutshell's deal object; synced as the pipeline record linked to people and companies | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Products Catalog records aligned with ERP item masters. | Products Line items attached to leads, used to sync sold products into billing | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Activities Logged calls, meetings, and emails used for engagement reporting | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Tasks Rep to-dos mirrored into external work-management or reporting systems | Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Tasks to Nutshell — 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. | Notes Free-text history attached to leads and contacts, replicated for a full timeline | Custom Tables is specific to Microsoft Dynamics 365 and Notes to Nutshell — each maps to any object or custom field on the other side. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Tags Segmentation labels mapped to lists or filters in downstream tools | Accounts is specific to Microsoft Dynamics 365 and Tags to Nutshell — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and Nutshell
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 Nutshell 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 Nutshell through its API, with automatic retries and rate-limit backoff.
Nutshell Microsoft Dynamics 365 Sub-second propagation
DetectionNutshell notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling as fallback.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Nutshell: Subject to the platform's API rate limits.
What ships with Microsoft Dynamics 365 ⇄ Nutshell
Connect Microsoft Dynamics 365 and Nutshell for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Nutshell connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Nutshell 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 Nutshell record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Nutshell 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 Nutshell.
How the Microsoft Dynamics 365 and Nutshell 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
Nutshell
- Integration surface
- JSON-RPC API over HTTPS; a newer REST API is also offered
- Authentication
- HTTP Basic with account email and API key
- Change detection
- webhook subscriptions for record events, with polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- subject to the platform's API rate limits
How it works
How to connect Microsoft Dynamics 365 to Nutshell — 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.
- 01
Connect your apps
Authenticate Microsoft Dynamics 365 and Nutshell with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft Dynamics 365
connected
Nutshell
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Nutshell 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.
objects · Microsoft Dynamics 365 ⇄ NutshellCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft Dynamics 365 NutshellCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Nutshell integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Nutshell: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Leads and Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Nutshell. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft Dynamics 365: 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. On Nutshell: Webhook subscriptions for record events, with polling as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Dynamics 365 side: Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products, plus custom fields where Microsoft Dynamics 365 exposes them. On the Nutshell side: Tasks, Notes, Products, Tags. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Microsoft Dynamics 365 and Nutshell: Where Microsoft Dynamics 365 handles support or shared inboxes; Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments. Tickets and conversations attach to the right contact and account in Nutshell, so sales sees open issues before the next call.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 392 integrations available for Microsoft Dynamics 365 and Nutshell.
Popular · 8 of 392
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Microsoft Dynamics 365 ⇄ DealCloud -
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Microsoft Dynamics 365 ⇄ HubSpot -
Microsoft Dynamics 365 ⇄ Microsoft Dynamics 365 Sales -
Nutshell ⇄ Lusha -
Nutshell ⇄ Microsoft 365 -
Nutshell ⇄ Microsoft Teams -
Nutshell ⇄ NextGen Healthcare
No integrations match .
