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CRM ⇄ Database

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

Keep Microsoft Dynamics 365 Sales and OpenSearch 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 Sales and OpenSearch

Treat Microsoft Dynamics 365 Sales like part of your database: its records live in OpenSearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in OpenSearch, where it can be queried and joined like everything else.

Stacksync mirrors Accounts, Contacts, Leads, Opportunities from Microsoft Dynamics 365 Sales into Ingest pipelines, Data streams, Snapshots, Indexes in OpenSearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Microsoft Dynamics 365 Sales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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.
  • Sync product catalogs from an ERP or database into the indexes that back storefront search.
  • Keep Postgres as the source of truth while mirroring rows to OpenSearch for full-text and vector queries.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Microsoft Dynamics 365 Sales API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Microsoft Dynamics 365 Sales arrive as row changes in OpenSearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Microsoft Dynamics 365 Sales become tables in OpenSearch you can join with application data directly.

What you can sync between Microsoft Dynamics 365 Sales and OpenSearch

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 OpenSearch objects
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Indexes The core container; synced records land in indexes with defined mappings
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Documents JSON records written via the index and bulk APIs and read via search queries
Contacts Person records linked to accounts; synced with marketing and support systems. Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills
Leads Prospect records; written in from enrichment or web forms, read out on qualification. Index templates Mapping and settings presets applied to new indexes a sync creates
Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Ingest pipelines Server-side processors that transform documents as they are written
Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Data streams Append-oriented time-series storage for logs and events pushed from source systems
What ships with Microsoft Dynamics 365 Sales ⇄ OpenSearch

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales or OpenSearch instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 Sales or OpenSearch 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 OpenSearch record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ OpenSearch 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 OpenSearch.

How the Microsoft Dynamics 365 Sales and OpenSearch 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.

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas
How it works

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

    Choose tables

    Pick the Microsoft Dynamics 365 Sales and OpenSearch 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 Sales ⇄ OpenSearch
    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 Sales OpenSearch
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 Sales and OpenSearch integration FAQ

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.

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 386 integrations available for Microsoft Dynamics 365 Sales and OpenSearch.

Popular · 8 of 386
All Microsoft Dynamics 365 Sales integrations All OpenSearch integrations Browse all integrations
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