Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Nutshell instantly reflect in both systems. No stale data, no manual imports.
CRM
Microsoft Dynamics 365 Sales to Nutshell integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Nutshell 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 Sales and Nutshell
Run Microsoft Dynamics 365 Sales and Nutshell side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Opportunities, Quotes, Orders, Invoices in Microsoft Dynamics 365 Sales with People, Companies, Activities, Tasks in Nutshell in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- Run a two-way dual-run between Dynamics and another CRM during a migration.
- Feed BI models with continuously updated CRM data instead of scheduled exports.
- Write subscription or product data from internal systems into Nutshell so reps see account context.
- Mirror tasks and activities into ops tools for cross-team visibility.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
What you can sync between Microsoft Dynamics 365 Sales and Nutshell
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 | Nutshell objects | |
|---|---|---|
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Leads Nutshell's deal object; synced as the pipeline record linked to people and companies | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | People Individual contacts, kept consistent with marketing and outreach tools | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Companies Account records that group people and leads for account-level syncs | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Activities Logged calls, meetings, and emails used for engagement reporting | |
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Tasks Rep to-dos mirrored into external work-management or reporting systems | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Notes Free-text history attached to leads and contacts, replicated for a full timeline |
What ships with Microsoft Dynamics 365 Sales ⇄ Nutshell
Connect Microsoft Dynamics 365 Sales and Nutshell for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Nutshell connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Nutshell 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 Nutshell record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Nutshell 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 Nutshell.
How the Microsoft Dynamics 365 Sales and Nutshell 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.
Nutshell
- Integration surface
- JSON-RPC API over HTTPS; a newer REST API is also offered
- Authentication
- HTTP Basic with account email and API key
- Change detection
- webhook subscriptions for record events, with polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- subject to the platform's API rate limits
How it works
How to connect Microsoft Dynamics 365 Sales to Nutshell — 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 Nutshell 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
Nutshell
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Nutshell 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 ⇄ NutshellCustomers 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 NutshellCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Nutshell integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Nutshell: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Accounts and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Microsoft Dynamics 365 Sales: Custom tables and columns are first-class in the Web API and are described by the same metadata endpoints as standard tables. Nutshell: Nutshell's most full-featured API is JSON-RPC: each call names a method such as findLeads or editLead instead of hitting resource URLs, though a newer REST API is also available. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and Nutshell 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 Sales and Nutshell 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 Sales and Nutshell connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–Nutshell integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 Sales and Nutshell. 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 Nutshell: Webhook subscriptions for record events, with polling as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
SECURITY
Security teams love 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 386 integrations available for Microsoft Dynamics 365 Sales and Nutshell.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ Streak CRM -
Microsoft Dynamics 365 Sales ⇄ SugarCRM -
Microsoft Dynamics 365 Sales ⇄ Twenty CRM -
Microsoft Dynamics 365 Sales ⇄ Veeva CRM -
Nutshell ⇄ Outreach -
Nutshell ⇄ Salesloft -
Nutshell ⇄ Salesmate -
Nutshell ⇄ SAP Sales Cloud
No integrations match .
