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

Keep Microsoft Dynamics 365 and Quip 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 Quip

Stop re-entering the same information in Microsoft Dynamics 365 and Quip: 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 Users, Blobs, Documents, Spreadsheets in Quip 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 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
  • 02 Sync cases with external ticketing or product systems so support works one queue.
  • 03 Mirror Documents and Spreadsheets into Postgres or a warehouse, keyed on thread ID and refreshed when updated_usec advances, for search and reporting on account plans and notes.
  • 04 Write status rows from an operational database into a shared Quip Spreadsheet with update_spreadsheet_row so ops and deal-desk teams see live figures in-document.

Common sync patterns

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

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

Information that originates in Microsoft Dynamics 365 stays current in Quip 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.

What you can sync between Microsoft Dynamics 365 and Quip

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 Quip objects How this pairing syncs
Leads Inbound records enriched and routed from external sources into sales queues. Spreadsheets Live-spreadsheet threads; rows and cells are read and written through add_to_spreadsheet and update_spreadsheet_row helpers on the same thread endpoints. Leads is specific to Microsoft Dynamics 365 and Spreadsheets to Quip — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Folders Private, Shared, and Group containers that organize threads; membership is added or removed via the folders endpoints for access control. Opportunities is specific to Microsoft Dynamics 365 and Folders to Quip — each maps to any object or custom field on the other side.
Cases (Incidents) Support records shared with ticketing tools and product databases. Messages Comments and chat posts on a thread; the most recent are read with get_messages and new ones written with new_message. Cases (Incidents) is specific to Microsoft Dynamics 365 and Messages to Quip — 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. Users Member records read individually or via contacts; get_authenticated_user identifies the token owner. Used read-only for directory-style syncs. Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Users to Quip — each maps to any object or custom field on the other side.
Products Catalog records aligned with ERP item masters. Blobs Images and file attachments stored per thread; downloaded with get_blob and uploaded with put_blob against a specific thread ID. Products is specific to Microsoft Dynamics 365 and Blobs to Quip — each maps to any object or custom field on the other side.
Activities Emails, calls, and tasks captured for engagement analytics. Documents Editable rich-text threads addressed by ID; created and updated over REST via HTML or Markdown sections, with an updated_usec timestamp used to detect edits. Activities is specific to Microsoft Dynamics 365 and Documents to Quip — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 and Quip

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

Quip Microsoft Dynamics 365 Interval-based propagation

DetectionStacksync polls Quip for changes on an incremental schedule, reading only records changed since the previous pass. Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec.

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

Rate-limit considerations

  • Quip: Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers.
What ships with Microsoft Dynamics 365 ⇄ Quip

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Quip 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 Quip 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 Quip record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Quip 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 Quip.

How the Microsoft Dynamics 365 and Quip 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

Quip

Integration surface
REST (v1 Automation API)
Authentication
OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication
Change detection
Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook
Capabilities
read · write
Rate limits
Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers
How it works

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

    Choose tables

    Pick the Microsoft Dynamics 365 and Quip 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 ⇄ Quip
    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 Quip
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 and Quip 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
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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 Quip.

Popular · 8 of 518
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