Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Vitally instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft Dynamics 365 to Vitally integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Vitally 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 Vitally
Sync what happens in Microsoft Dynamics 365 with the customer records in Vitally, 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 Task, Note, Conversation, NPS Response in Vitally with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Vitally, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- 01 Replicate standard and custom Dataverse tables into a warehouse for reporting.
- 02 Enrich leads from external data sources and write scores back onto Dynamics records.
- 03 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
- 04 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
Common sync patterns
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.
Where Microsoft Dynamics 365 processes payments
Charges, refunds, and subscription changes appear on the account in Vitally, so revenue context lives with the relationship.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vitally sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
What you can sync between Microsoft Dynamics 365 and Vitally
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 | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | 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. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | Opportunities is specific to Microsoft Dynamics 365 and Conversation to Vitally — each maps to any object or custom field on the other side. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | NPS Response NPS survey responses for account-health reporting. | Cases (Incidents) is specific to Microsoft Dynamics 365 and NPS Response to Vitally — 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. | Custom Trait Custom account and user traits for segmentation. | Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Custom Trait to Vitally — each maps to any object or custom field on the other side. | |
| Products Catalog records aligned with ERP item masters. | User End users tied to accounts, including activity and custom traits. | Products is specific to Microsoft Dynamics 365 and User to Vitally — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Organization Parent organizations for hierarchical B2B account structures. | Activities is specific to Microsoft Dynamics 365 and Organization to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and Vitally
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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Microsoft Dynamics 365 Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Microsoft Dynamics 365 ⇄ Vitally
Connect Microsoft Dynamics 365 and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Vitally 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 Vitally record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Vitally 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 Vitally.
How the Microsoft Dynamics 365 and Vitally 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
Vitally
- Integration surface
- REST API with cursor-based pagination (sortable by createdAt/updatedAt)
- Authentication
- API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
- Change detection
- Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
- Capabilities
- read · write · webhooks
- Rate limits
- Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works
How to connect Microsoft Dynamics 365 to Vitally — 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 Vitally 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
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Vitally 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 ⇄ VitallyCustomers 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 VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Vitally: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Accounts and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Vitally. 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 Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. 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: Products, Activities, Custom Tables, Accounts, plus custom fields where Microsoft Dynamics 365 exposes them. On the Vitally side: Task, Note, Conversation, NPS Response. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Microsoft Dynamics 365 and Vitally: Where Microsoft Dynamics 365 supplies contact or company data; Where Microsoft Dynamics 365 processes payments; Where Microsoft Dynamics 365 can store CRM context: fields kept current. Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.
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 Vitally.
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Vitally ⇄ Slack -
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No integrations match .
