Skip to content
Business productivity

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

Keep Microsoft Dynamics 365 and Sysaid 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 and Sysaid

Stop re-entering the same information in Microsoft Dynamics 365 and Sysaid: 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 Custom Fields, Incidents, Service Requests, Problems in Sysaid 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 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 Create SysAid Incidents from monitoring or error-tracking alerts, then write status and resolution back so both systems stay aligned.
  • 04 Sync Users, Groups, and Companies from an HRIS or identity provider so requester and agent records, departments, and managers stay current in SysAid.

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

Information that originates in Microsoft Dynamics 365 stays current in Sysaid instead of going stale after a one-time paste.

What you can sync between Microsoft Dynamics 365 and Sysaid

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 Sysaid objects How this pairing syncs
Leads Inbound records enriched and routed from external sources into sales queues. Service Requests Catalog and help-desk requests on the same /sr endpoint (type=request); written or read so fulfillment can be driven from another system. Leads is specific to Microsoft Dynamics 365 and Service Requests to Sysaid — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Problems Root-cause records that group related incidents; read and written to keep problem management aligned with an external ITSM or reporting store. Opportunities is specific to Microsoft Dynamics 365 and Problems to Sysaid — each maps to any object or custom field on the other side.
Cases (Incidents) Support records shared with ticketing tools and product databases. Changes Change records (type=change) with approval and scheduling fields; synced two-way to drive CAB review and deployment workflows. Cases (Incidents) is specific to Microsoft Dynamics 365 and Changes to Sysaid — 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 End users and admins on the /users endpoint; synced with an HRIS or identity source to keep requester and agent records current. Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Users to Sysaid — each maps to any object or custom field on the other side.
Products Catalog records aligned with ERP item masters. Assets Hardware and software inventory; read out to a warehouse or written from a discovery or CMDB source of truth. Products is specific to Microsoft Dynamics 365 and Assets to Sysaid — each maps to any object or custom field on the other side.
Activities Emails, calls, and tasks captured for engagement analytics. Configuration Items (CIs) CMDB entries and their relationships; synced with an external CMDB or asset database for one inventory view. Activities is specific to Microsoft Dynamics 365 and Configuration Items (CIs) to Sysaid — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 and Sysaid

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

Sysaid Microsoft Dynamics 365 Sub-second propagation

DetectionSysaid notifies Stacksync of record changes through webhook events. Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature.

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

Rate-limit considerations

  • Sysaid: Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
What ships with Microsoft Dynamics 365 ⇄ Sysaid

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Sysaid 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 Sysaid 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 Sysaid record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Sysaid 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 Sysaid.

How the Microsoft Dynamics 365 and Sysaid 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

Sysaid

Integration surface
REST API (JSON)
Authentication
Client-credentials app keys: an application key (clientId/clientSecret) is created via /v1/application-keys, then exchanged at /v1/access-tokens for a bearer token (default 24h, up to 30 days); an x-sysaid-accountid header scopes the account. Legacy V0 uses session-cookie login.
Change detection
Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
How it works

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

    Choose tables

    Pick the Microsoft Dynamics 365 and Sysaid 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 ⇄ Sysaid
    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 Sysaid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Microsoft Dynamics 365 and Sysaid 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
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:

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 Sysaid.

Popular · 8 of 518
All Microsoft Dynamics 365 integrations All Sysaid integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own