Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or SendGrid instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Microsoft Dynamics 365 to SendGrid integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and SendGrid 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
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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 SendGrid
Stop re-entering the same information in Microsoft Dynamics 365 and SendGrid: 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 Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 with Contacts, List, Segments, Categories in SendGrid 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 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 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
- 04 Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
Common sync patterns
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
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 SendGrid is where the team documents or plans: keep its data fed
Information that originates in Microsoft Dynamics 365 stays current in SendGrid instead of going stale after a one-time paste.
What you can sync between Microsoft Dynamics 365 and SendGrid
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 | SendGrid objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Contacts Marketing recipients upserted from CRM or database records, including custom field values. | 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. | |
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Email Activity Synced with incremental and full sync per the Stacksync docs. | Accounts is specific to Microsoft Dynamics 365 and Email Activity to SendGrid — each maps to any object or custom field on the other side. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | List Synced with incremental and full sync per the Stacksync docs. | Leads is specific to Microsoft Dynamics 365 and List to SendGrid — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Segments Query-based contact groups whose membership SendGrid computes from contact fields. | Opportunities is specific to Microsoft Dynamics 365 and Segments to SendGrid — each maps to any object or custom field on the other side. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Categories Synced with incremental and full sync per the Stacksync docs. | Cases (Incidents) is specific to Microsoft Dynamics 365 and Categories to SendGrid — 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. | Senders Synced with incremental and full sync per the Stacksync docs. | Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Senders to SendGrid — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and SendGrid
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 SendGrid 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 SendGrid through its API, with automatic retries and rate-limit backoff.
SendGrid Microsoft Dynamics 365 Sub-second propagation
DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Microsoft Dynamics 365 ⇄ SendGrid
Connect Microsoft Dynamics 365 and SendGrid for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–SendGrid connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or SendGrid 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 SendGrid record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ SendGrid 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 SendGrid.
How the Microsoft Dynamics 365 and SendGrid 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
SendGrid
- Integration surface
- REST API (v3)
- Authentication
- API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
- Change detection
- Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
How it works
How to connect Microsoft Dynamics 365 to SendGrid — 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 SendGrid 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
SendGrid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and SendGrid 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 ⇄ SendGridCustomers 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 SendGridCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and SendGrid integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and SendGrid: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Contacts and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft Dynamics 365 and SendGrid records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 and SendGrid connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–SendGrid integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and SendGrid. 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 SendGrid: Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling. 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: Cases (Incidents), Quotes, Orders & Invoices, Products, Activities, plus custom fields where Microsoft Dynamics 365 exposes them. On the SendGrid side: Contacts, List, Segments, Categories. Stacksync auto-detects both schemas and converts types between the two systems.
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 390 integrations available for Microsoft Dynamics 365 and SendGrid.
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