Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or Zuora instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Microsoft Dynamics 365 to Zuora integration — real-time, two-way sync
Keep Microsoft Dynamics 365 and Zuora in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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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 Zuora
Connect the financial records in Zuora with the work happening in Microsoft Dynamics 365, so both stay current without exports or copy-paste.
Zuora holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft Dynamics 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Subscription, Rate Plan and Rate Plan Charge, Product and Product Rate Plan (Product Catalog), Invoice in Zuora and Contacts, Leads, Opportunities, Cases (Incidents) in Microsoft Dynamics 365 in sync, bi-directionally and in real time. Whatever records Microsoft Dynamics 365 keeps and whatever events it produces, the overlap with Zuora is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Master the Product Catalog (Products and Product Rate Plans) in a database or PIM and write pricing changes into Zuora.
- 02 Stream metered Usage records from a warehouse or metering pipeline into Zuora so consumption-based charges are rated on the correct Rate Plan.
- 03 Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
- 04 Sync cases with external ticketing or product systems so support works one queue.
Common sync patterns
Where Microsoft Dynamics 365 handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Zuora next to the customer they are helping, without logging into the finance system.
Where Microsoft Dynamics 365 collects payments or triggers charges: events land in Zuora
Payment and charge activity flows into Zuora as it happens, so the books reflect reality without manual reconciliation.
Where Microsoft Dynamics 365 tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
What you can sync between Microsoft Dynamics 365 and Zuora
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 | Zuora objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Subscription Recurring or usage-based subscription tied to an Account; read for revenue state and written when provisioning or changing plans from a CRM or app. | Accounts is specific to Microsoft Dynamics 365 and Subscription to Zuora — each maps to any object or custom field on the other side. | |
| Contacts Person records kept consistent with marketing, support, and data-warehouse copies. | Rate Plan and Rate Plan Charge The priced components inside a Subscription; synced so charge amounts, quantities, and effective dates stay aligned with the source system. | Contacts is specific to Microsoft Dynamics 365 and Rate Plan and Rate Plan Charge to Zuora — each maps to any object or custom field on the other side. | |
| Leads Inbound records enriched and routed from external sources into sales queues. | Product and Product Rate Plan (Product Catalog) The catalog of sellable products and their pricing; usually mastered elsewhere and written into Zuora, or read to map subscription charges. | Leads is specific to Microsoft Dynamics 365 and Product and Product Rate Plan (Product Catalog) to Zuora — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. | Invoice Billing documents generated from rate plan charges and order line items; typically read out into an ERP or GL for revenue recognition and reconciliation. | Opportunities is specific to Microsoft Dynamics 365 and Invoice to Zuora — each maps to any object or custom field on the other side. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Payment Payment and refund transactions applied against invoices; read for cash application, dunning, and reconciliation reporting in the warehouse. | Cases (Incidents) is specific to Microsoft Dynamics 365 and Payment to Zuora — 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. | Usage Metered consumption records; written into Zuora from a metering or warehouse pipeline so consumption-based charges are rated and invoiced. | Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Usage to Zuora — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and Zuora
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 Zuora 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 Zuora through its API, with automatic retries and rate-limit backoff.
Zuora Microsoft Dynamics 365 Sub-second propagation
DetectionZuora notifies Stacksync of record changes through webhook events. Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Zuora: Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
What ships with Microsoft Dynamics 365 ⇄ Zuora
Connect Microsoft Dynamics 365 and Zuora for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Zuora connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 or Zuora 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 Zuora record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ Zuora 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 Zuora.
How the Microsoft Dynamics 365 and Zuora 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
Zuora
- Integration surface
- REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available
- Authentication
- OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes
- Change detection
- Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for event-driven changes
- Capabilities
- read · write · webhooks
- Rate limits
- Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
How it works
How to connect Microsoft Dynamics 365 to Zuora — 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 Zuora 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
Zuora
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 and Zuora 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 ⇄ ZuoraCustomers 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 ZuoraCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and Zuora integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and Zuora: 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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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). Zuora: REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available. Authentication: OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes. Stacksync manages authentication, retries, and rate limits on both sides.
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Zuora: Zuora recommends OAuth 2.0; tokens expire after 3600 seconds and the OAuth client's Zuora user role governs all access, since there are no per-scope permissions. Microsoft Dynamics 365: Customer engagement apps store data in Dataverse, which exposes a uniform OData v4 Web API across standard and custom tables. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 and Zuora 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 Zuora 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 Zuora connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365–Zuora integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 and Zuora. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 508 integrations available for Microsoft Dynamics 365 and Zuora.
Popular · 8 of 508
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Microsoft Dynamics 365 ⇄ Adyen -
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Microsoft Dynamics 365 ⇄ Bill -
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Zuora ⇄ Agiloft -
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Zuora ⇄ Servicemax
No integrations match .
