Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Ramp instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Microsoft Dynamics 365 Sales to Ramp integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Ramp 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
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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 Ramp
Sync customers, invoices, and payment status between Ramp and Microsoft Dynamics 365 Sales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Microsoft Dynamics 365 Sales knows the relationship: who the contacts are and what is in motion with the account. Ramp knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links General Ledger Accounts, Transactions, Cards, Users in Ramp to Invoices, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Read Reimbursements into a finance database for cross-entity expense reporting and reconciliation without manual CSV exports.
- 02 Two-way sync Transactions and their accounting codings with a Postgres warehouse so finance analyzes spend in SQL and pushes GL categories and memos back to Ramp.
- 03 Feed BI models with continuously updated CRM data instead of scheduled exports.
- 04 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
Common sync patterns
Billing detail changes flow back
When a contact or address is corrected in Microsoft Dynamics 365 Sales, Ramp gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Ramp with the right billing details, so invoicing starts without re-keying.
What you can sync between Microsoft Dynamics 365 Sales and Ramp
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 | Ramp objects | How this pairing syncs | |
|---|---|---|---|
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | General Ledger Accounts Chart-of-accounts entries uploaded from the ERP; accounting codings are posted back against transactions and bills. | Custom Tables is specific to Microsoft Dynamics 365 Sales and General Ledger Accounts to Ramp — 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. | Transactions Card purchase records with merchant, amount, and state; read for spend/GL sync and written back via accounting codings and sync status. | Accounts is specific to Microsoft Dynamics 365 Sales and Transactions to Ramp — each maps to any object or custom field on the other side. | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. | Contacts is specific to Microsoft Dynamics 365 Sales and Cards to Ramp — each maps to any object or custom field on the other side. | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. | Leads is specific to Microsoft Dynamics 365 Sales and Users to Ramp — each maps to any object or custom field on the other side. | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. | Opportunities is specific to Microsoft Dynamics 365 Sales and Departments to Ramp — each maps to any object or custom field on the other side. | |
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. | Quotes is specific to Microsoft Dynamics 365 Sales and Reimbursements to Ramp — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 Sales and Ramp
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 Ramp 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 Ramp through its API, with automatic retries and rate-limit backoff.
Ramp Microsoft Dynamics 365 Sales Sub-second propagation
DetectionRamp notifies Stacksync of record changes through webhook events. Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user 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.
- Ramp: 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
What ships with Microsoft Dynamics 365 Sales ⇄ Ramp
Connect Microsoft Dynamics 365 Sales and Ramp for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Ramp connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Ramp 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 Ramp record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Ramp 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 Ramp.
How the Microsoft Dynamics 365 Sales and Ramp 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.
Ramp
- Integration surface
- REST API (Developer API v1)
- Authentication
- OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write).
- Change detection
- Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed.
- Capabilities
- read · write · webhooks
- Rate limits
- 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
How it works
How to connect Microsoft Dynamics 365 Sales to Ramp — 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 Ramp 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
Ramp
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Ramp 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 ⇄ RampCustomers 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 RampCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Ramp integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Ramp: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Custom Tables and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Ramp: Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Ramp side: General Ledger Accounts, Transactions, Cards, Users, plus custom fields where Ramp exposes them. On the Microsoft Dynamics 365 Sales side: Invoices, Activities, Custom Tables, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
-
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.
-
Common patterns for Microsoft Dynamics 365 Sales and Ramp: Billing detail changes flow back; Collections with context; Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record. When a contact or address is corrected in Microsoft Dynamics 365 Sales, Ramp gets the update before the next invoice goes out.
-
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Ramp: REST API (Developer API v1). Authentication: OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write). Stacksync manages authentication, retries, and rate limits on both sides.
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
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
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