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Business productivity ⇄ Database

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

Keep Microsoft Dynamics 365 and Reltio 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 Reltio

Mirror Microsoft Dynamics 365's data into Reltio so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Microsoft Dynamics 365 through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in Reltio.

Stacksync mirrors Custom Tables, Accounts, Contacts, Leads from Microsoft Dynamics 365 into Entities, Relations, Crosswalks, Interactions in Reltio and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Microsoft Dynamics 365, so the tool and the database never disagree.

Common use cases

  • 01 Sync cases with external ticketing or product systems so support works one queue.
  • 02 Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • 03 Sync Relations (affiliations, hierarchies, households) between Reltio and a CRM or graph so account and affiliation structures stay aligned.
  • 04 Feed Interactions (transactions, visits, events) into Reltio to enrich entity profiles, then read them back for 360-degree reporting.

Common sync patterns

Read Microsoft Dynamics 365 with a query

Records from Microsoft Dynamics 365 are ordinary rows in Reltio; join them, index them, and use them in application logic without touching the vendor API.

Automate Microsoft Dynamics 365 from your codebase

Write to the synced tables in Reltio and Stacksync propagates the change into Microsoft Dynamics 365, replacing custom integration code.

React to changes as they happen

Updates in Microsoft Dynamics 365 arrive as row changes in Reltio, so triggers, jobs, and services can respond in near real time.

What you can sync between Microsoft Dynamics 365 and Reltio

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 Reltio objects How this pairing syncs
Leads Inbound records enriched and routed from external sources into sales queues. Activity Log Immutable audit trail of changes to entities and relations via /activities; read-only, used for history, lineage, and compliance reporting. Leads is specific to Microsoft Dynamics 365 and Activity Log to Reltio — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Data Change Requests (DCR) Stewardship change proposals routed through approval workflows; read and written to feed or track governed edits to golden records. Opportunities is specific to Microsoft Dynamics 365 and Data Change Requests (DCR) to Reltio — each maps to any object or custom field on the other side.
Cases (Incidents) Support records shared with ticketing tools and product databases. Reference Data (RDM) Managed lookup and reference values (country codes, standardized values, hierarchies); read and updated so downstream systems share consistent reference data. Cases (Incidents) is specific to Microsoft Dynamics 365 and Reference Data (RDM) to Reltio — 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. Entities Golden records for each configured entity type (for example Organization, Individual/Contact, Location, or Product); full CRUD via /entities, so records are created, updated, and deleted, and Reltio matches and merges them by survivorship rules. Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Entities to Reltio — each maps to any object or custom field on the other side.
Products Catalog records aligned with ERP item masters. Relations Typed relationships between two entities (affiliations, hierarchies, employment, households); read and written via /relations to keep account hierarchies and affiliation graphs aligned across systems. Products is specific to Microsoft Dynamics 365 and Relations to Reltio — each maps to any object or custom field on the other side.
Activities Emails, calls, and tasks captured for engagement analytics. Crosswalks Per-entity references to the source systems and their record IDs; written when loading records so Reltio ties each source contribution to a golden record, and read to trace lineage back to origin systems. Activities is specific to Microsoft Dynamics 365 and Crosswalks to Reltio — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 and Reltio

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

Reltio Microsoft Dynamics 365 Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

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

Rate-limit considerations

  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
What ships with Microsoft Dynamics 365 ⇄ Reltio

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Reltio 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 Reltio 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 Reltio record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Reltio 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 Reltio.

How the Microsoft Dynamics 365 and Reltio 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

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Reltio 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.

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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 438 integrations available for Microsoft Dynamics 365 and Reltio.

Popular · 7 of 438
All Microsoft Dynamics 365 integrations All Reltio integrations Browse all integrations
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