Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Paylocity instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Human resources
Microsoft Dynamics 365 Sales to Paylocity integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Paylocity 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 Sales and Paylocity
Keep the people who own accounts in Microsoft Dynamics 365 Sales in step with the workforce records in Paylocity, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.
Microsoft Dynamics 365 Sales runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Paylocity. Paylocity is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.
Stacksync syncs Leads, Opportunities, Quotes, Orders in Microsoft Dynamics 365 Sales with Onboarding, Deductions (Pay Setup), Earnings (Pay Setup), Local and State Taxes in Paylocity field by field, in real time, and in both directions. You decide which system owns which fields, so Paylocity stays authoritative on roles and org structure while Microsoft Dynamics 365 Sales keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
Common use cases
- 01 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
- 02 Run a two-way dual-run between Dynamics and another CRM during a migration.
- 03 Upsert recurring Deductions and Earnings on employee records when benefits or 401(k) elections change in a benefits admin system, without re-keying payroll setup.
- 04 Read Pay Statements and Direct Deposit allocations into a Postgres or warehouse database for labor-cost, GL, and headcount reporting in SQL.
Common sync patterns
One directory of people
A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.
Where Paylocity tracks people the business also engages: contacts stay in sync
A person recorded in Paylocity, such as a candidate or applicant, can create or update the matching contact in Microsoft Dynamics 365 Sales, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.
New team members provisioned when they are hired
When Paylocity records a new hire, a matching user or owner is created in Microsoft Dynamics 365 Sales, so a new rep can start working accounts without waiting on a manual setup ticket.
What you can sync between Microsoft Dynamics 365 Sales and Paylocity
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 | Paylocity objects | How this pairing syncs | |
|---|---|---|---|
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Deductions (Pay Setup) Recurring deduction codes at the employee level; two-way via Upsert Deduction and Delete, with Get Deduction / Get All Deductions for reads. | Quotes is specific to Microsoft Dynamics 365 Sales and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Earnings (Pay Setup) Recurring earning codes at the employee level; two-way via Upsert Earning and Delete, with Get All Earnings and Get by earning code for reads. | Orders is specific to Microsoft Dynamics 365 Sales and Earnings (Pay Setup) to Paylocity — 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. | Local and State Taxes Two-way via Create/Update/Delete Local Tax and Upsert Primary / Non-Primary State Tax; Get by tax code and Get All for reads. | Invoices is specific to Microsoft Dynamics 365 Sales and Local and State Taxes to Paylocity — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Direct Deposit Read-only: Get All Direct Deposit and Get Employee Bank Accounts return main and additional allocations. Bank details cannot be written through the API. | Activities is specific to Microsoft Dynamics 365 Sales and Direct Deposit to Paylocity — 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. | Pay Statements Read-only detailed payroll statement data — earnings, deductions, taxes, and direct deposit allocations by year, check date, or date range. Pulled for reporting, never written. | Custom Tables is specific to Microsoft Dynamics 365 Sales and Pay Statements to Paylocity — 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. | Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. | Accounts is specific to Microsoft Dynamics 365 Sales and Company Codes to Paylocity — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 Sales and Paylocity
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 Paylocity 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 Paylocity through its API, with automatic retries and rate-limit backoff.
Paylocity Microsoft Dynamics 365 Sales Sub-second propagation
DetectionPaylocity notifies Stacksync of record changes through webhook events. Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL.
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.
- Paylocity: 25 requests per second (1,500 per minute); exceeding it returns HTTP 429. Every path is scoped to a Paylocity-assigned companyId (a company code, not a UUID).
What ships with Microsoft Dynamics 365 Sales ⇄ Paylocity
Connect Microsoft Dynamics 365 Sales and Paylocity for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Paylocity connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Paylocity 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 Paylocity record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Paylocity 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 Paylocity.
How the Microsoft Dynamics 365 Sales and Paylocity 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.
Paylocity
- Integration surface
- REST API (v1 and v2), JSON payloads
- Authentication
- OAuth 2.0 client credentials via the Paylocity Identity Provider (/IdentityServer/connect/token) with the WebLinkAPI scope; access tokens expire after one hour and API access must be enabled by Paylocity for the company
- Change detection
- Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL; payloads carry only companyId and employeeId, so the receiver calls the relevant API to fetch changed values. Scheduled polling is used for objects without webhooks.
- Capabilities
- read · write · webhooks
- Rate limits
- 25 requests per second (1,500 per minute); exceeding it returns HTTP 429. Every path is scoped to a Paylocity-assigned companyId (a company code, not a UUID).
How it works
How to connect Microsoft Dynamics 365 Sales to Paylocity — 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 Paylocity 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
Paylocity
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Paylocity 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 ⇄ PaylocityCustomers 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 PaylocityCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Paylocity integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Paylocity: 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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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and Paylocity connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–Paylocity integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Dynamics 365 Sales and Paylocity. 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 Paylocity: Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL; payloads carry only companyId and employeeId, so the receiver calls the relevant API to fetch changed values. Scheduled polling is used for objects without webhooks. 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 Microsoft Dynamics 365 Sales side: Leads, Opportunities, Quotes, Orders, plus custom fields where Microsoft Dynamics 365 Sales exposes them. On the Paylocity side: Onboarding, Deductions (Pay Setup), Earnings (Pay Setup), Local and State Taxes. 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.
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
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 431 integrations available for Microsoft Dynamics 365 Sales and Paylocity.
Popular · 7 of 431
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Microsoft Dynamics 365 Sales ⇄ Ukg Ready -
Microsoft Dynamics 365 Sales ⇄ Success Factors -
Microsoft Dynamics 365 Sales ⇄ Hibob -
Paylocity ⇄ Pipedrive -
Paylocity ⇄ Zoho CRM -
Paylocity ⇄ Shopify -
Paylocity ⇄ Affinity
No integrations match .
