Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Monday instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Microsoft Dynamics 365 Sales to Monday integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Monday 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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Why teams connect Microsoft Dynamics 365 Sales and Monday
Sync what happens in Monday with the customer records in Microsoft Dynamics 365 Sales, 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 Monday 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 Updates, Users, Workspaces, Boards in Monday to Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Monday can store and use it.
Common use cases
- 01 Mirror monday.com Boards, Groups, and Subitems into a warehouse for cross-project reporting on status and timelines without CSV exports.
- 02 Push support tickets or orders from an operational database into monday.com Items, then read status Column values back when work completes.
- 03 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
- 04 Run a two-way dual-run between Dynamics and another CRM during a migration.
Common sync patterns
Where Monday can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Monday, so people working there have the context without switching tools.
Where Monday handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.
Where Monday supplies contact or company data
Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.
What you can sync between Microsoft Dynamics 365 Sales and Monday
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 Sales objects | Monday objects | How this pairing syncs | |
|---|---|---|---|
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. | Quotes is specific to Microsoft Dynamics 365 Sales and Workspaces to Monday — each maps to any object or custom field on the other side. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. | Orders is specific to Microsoft Dynamics 365 Sales and Boards to Monday — each maps to any object or custom field on the other side. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. | Invoices is specific to Microsoft Dynamics 365 Sales and Items to Monday — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Subitems Nested rows under items, stored on a separate hidden board; synced as a child table linked to the parent item. | Activities is specific to Microsoft Dynamics 365 Sales and Subitems to Monday — each maps to any object or custom field on the other side. | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Column values Typed fields (status, date, people, numbers, connect-boards); polymorphic JSON usually written together via change_multiple_column_values. | Custom Tables is specific to Microsoft Dynamics 365 Sales and Column values to Monday — each maps to any object or custom field on the other side. | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. | Accounts is specific to Microsoft Dynamics 365 Sales and Groups to Monday — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 Sales and Monday
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 Sales Monday Sub-second propagation
DetectionMicrosoft Dynamics 365 Sales notifies Stacksync of record changes through webhook events. Dataverse change tracking with delta tokens, plus registered webhooks on table events.
DeliveryEach detected change is written to Monday through its API, with automatic retries and rate-limit backoff.
Monday Microsoft Dynamics 365 Sales Sub-second propagation
DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
- Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
What ships with Microsoft Dynamics 365 Sales ⇄ Monday
Connect Microsoft Dynamics 365 Sales and Monday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Monday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Monday 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 Sales or Monday record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Monday 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 Sales and Monday.
How the Microsoft Dynamics 365 Sales and Monday connectors work
Microsoft Dynamics 365 Sales
- Integration surface
- Dataverse Web API (OData v4 REST)
- Authentication
- OAuth 2.0 via Microsoft Entra ID
- Change detection
- Dataverse change tracking with delta tokens, plus registered webhooks on table events
- Capabilities
- read · write · webhooks
- Rate limits
- Requests are governed by Dataverse service protection limits evaluated per user and time window.
Monday
- Integration surface
- GraphQL API (single endpoint, api.monday.com/v2)
- Authentication
- OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
- Change detection
- Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
- Capabilities
- read · write · webhooks
- Rate limits
- Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
How it works
How to connect Microsoft Dynamics 365 Sales to Monday — 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 Sales and Monday 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 Sales
connected
Monday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Monday 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 Sales ⇄ MondayCustomers 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 Sales MondayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Monday integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Monday: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Quotes and Orders), 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 Sales and Monday. 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 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Monday: Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field. 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 Monday side: Updates, Users, Workspaces, Boards, plus custom fields where Monday exposes them. On the Microsoft Dynamics 365 Sales side: Activities, Custom Tables, Accounts, Contacts. 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 Sales and Monday: Where Monday can store CRM context: fields kept current; Where Monday handles support or shared inboxes; Where Monday supplies contact or company data. Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Monday, so people working there have the context without switching tools.
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.
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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 436 integrations available for Microsoft Dynamics 365 Sales and Monday.
Popular · 6 of 436
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Microsoft Dynamics 365 Sales ⇄ Twilio -
Microsoft Dynamics 365 Sales ⇄ GitHub -
Microsoft Dynamics 365 Sales ⇄ Braze -
Monday ⇄ Seismic -
Monday ⇄ Xactly -
Monday ⇄ Gong
No integrations match .
