Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Microsoft Dynamics 365 to Servicemax integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Servicemax 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 Servicemax
Stop re-entering the same information in Microsoft Dynamics 365 and Servicemax: 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 Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 with Work Orders, Work Details, Installed Products, Service Contracts in Servicemax 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 Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 04 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
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 Servicemax is where the team documents or plans: keep its data fed
Information that originates in Microsoft Dynamics 365 stays current in Servicemax instead of going stale after a one-time paste.
What you can sync between Microsoft Dynamics 365 and Servicemax
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 | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | 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 Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | 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 Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Cases (Incidents) is specific to Microsoft Dynamics 365 and Stock History to Servicemax — 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. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. | Activities is specific to Microsoft Dynamics 365 and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and Servicemax
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 Servicemax 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 Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Microsoft Dynamics 365 Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Microsoft Dynamics 365 ⇄ Servicemax
Connect Microsoft Dynamics 365 and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Servicemax 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 Servicemax record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Servicemax 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 Servicemax.
How the Microsoft Dynamics 365 and Servicemax 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
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Microsoft Dynamics 365 to Servicemax — 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 Servicemax 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
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Servicemax 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 ⇄ ServicemaxCustomers 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 ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Servicemax: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Accounts and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Microsoft Dynamics 365 and Servicemax: Where both tools track people or companies: one consistent record; Where one tool produces events: mirror them in the other; Where Servicemax is where the team documents or plans: keep its data fed. Contact and company details corrected in either tool update the other, so nobody works from the old version.
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Microsoft Dynamics 365: 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). Servicemax: Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform). Authentication: Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Dynamics 365: Change tracking returns only rows changed since a delta token, giving integrations an incremental read path without full re-pulls. Servicemax: ServiceMax Core runs as a managed package on Salesforce (SVMXC__ objects); Asset 360 is native on Salesforce Field Service, so all access goes through the Salesforce API. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 and Servicemax without custom code.
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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 Servicemax 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 Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–Servicemax integration in-house.
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 518 integrations available for Microsoft Dynamics 365 and Servicemax.
Popular · 7 of 518
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Microsoft Dynamics 365 ⇄ Aviato -
Microsoft Dynamics 365 ⇄ Customer.io -
Microsoft Dynamics 365 ⇄ Full Enrich -
Servicemax ⇄ Docusign -
Servicemax ⇄ Gatekeeper -
Servicemax ⇄ Monday -
Servicemax ⇄ Notion
No integrations match .
