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Business productivity ⇄ CRM

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

Keep Microsoft Dynamics 365 and Salesforce 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

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Why teams connect Microsoft Dynamics 365 and Salesforce

Sync what happens in Microsoft Dynamics 365 with the customer records in Salesforce, 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 Products, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 to Contacts, Leads, Opportunities, Cases in Salesforce with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Salesforce, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.

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 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • 04 Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.

Common sync patterns

Where Microsoft Dynamics 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesforce sync into Microsoft Dynamics 365, so people working there have the context without switching tools.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Salesforce, 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 Salesforce, and refreshes keep them from going stale.

What you can sync between Microsoft Dynamics 365 and Salesforce

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 Salesforce objects How this pairing syncs
Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Contacts Person records kept consistent with marketing, support, and data-warehouse copies. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Leads Inbound records enriched and routed from external sources into sales queues. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. 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. Cases Support records; synced with help desk tools or internal databases for escalation workflows. Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Cases to Salesforce — each maps to any object or custom field on the other side.
Products Catalog records aligned with ERP item masters. Campaigns Marketing membership data; read out for attribution analysis in the warehouse. Products is specific to Microsoft Dynamics 365 and Campaigns to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 and Salesforce

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

Salesforce Microsoft Dynamics 365 Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

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

Rate-limit considerations

  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Microsoft Dynamics 365 ⇄ Salesforce

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Salesforce 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 Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Salesforce 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 Salesforce.

How the Microsoft Dynamics 365 and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics 365 and Salesforce 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 544 integrations available for Microsoft Dynamics 365 and Salesforce.

Popular · 8 of 544
All Microsoft Dynamics 365 integrations All Salesforce integrations Browse all integrations
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