Two-way sync
Changes in Microsoft Dynamics 365 Sales or Outreach instantly reflect in both systems. No stale data, no manual imports.
Keep Microsoft Dynamics 365 Sales and Outreach in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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 Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales with Calls, Tasks, Opportunities, Users in Outreach 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.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Deal stage and value on shared accounts stay visible from either CRM.
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 | Outreach objects | |
|---|---|---|
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Mailboxes Connected sending accounts referenced when attributing outbound activity | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Prospects The people being engaged; the main record kept in sync with the CRM | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Accounts Companies grouping prospects, aligned with CRM account ownership | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Sequences Multi-step cadences; synced as reference data for enrollment automation | |
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Sequence states Per-prospect enrollments; writing one adds a prospect to a cadence | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Mailings Sent emails with engagement data, pulled for activity analytics |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Outreach connection.
Changes in Microsoft Dynamics 365 Sales or Outreach instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Outreach data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Microsoft Dynamics 365 Sales or Outreach record.
Track your Microsoft Dynamics 365 Sales ⇄ Outreach sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 Sales and Outreach.
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.
Authenticate Microsoft Dynamics 365 Sales and Outreach with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Microsoft Dynamics 365 Sales and Outreach 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Outreach: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Orders and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
Common patterns for Microsoft Dynamics 365 Sales and Outreach: Migration with a parallel run; Divisional or regional split; Where both track pipeline: deal visibility across systems. When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Outreach: REST API conforming to the JSON:API specification. Authentication: OAuth 2.0. Stacksync manages authentication, retries, and rate limits on both sides.
Microsoft Dynamics 365 Sales: Dataverse change tracking issues delta tokens, letting a sync request only rows changed since its last call instead of re-scanning tables. Outreach: Sequence enrollment is modeled as its own resource (sequence states), so adding a prospect to a cadence is a normal record write rather than a special action. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and Outreach without custom code.
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 Outreach records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and Outreach connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–Outreach integration in-house.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 Sales and Outreach.