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CRM ⇄ Communications

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

Keep Microsoft Dynamics 365 Sales and RingCentral 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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Why teams connect Microsoft Dynamics 365 Sales and RingCentral

Keep Microsoft Dynamics 365 Sales and RingCentral working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Microsoft Dynamics 365 Sales holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. RingCentral is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales with Extensions (Users), Contacts (Address Book), RingOut (Click-to-call), Team Messaging (Chat) in RingCentral field by field, in real time, and in both directions. Current contact details flow out to RingCentral so it can reach the right person, and the calls, messages, and meetings RingCentral produces flow back onto the matching record in Microsoft Dynamics 365 Sales. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Feed BI models with continuously updated CRM data instead of scheduled exports.
  • 02 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • 03 Two-way sync personal Address Book contacts so a rep's RingCentral contacts match the CRM and new CRM contacts appear in RingCentral.
  • 04 Sync Message Store SMS, MMS, and fax records into Postgres or a warehouse so support and compliance can search conversation history alongside CRM records.

Common sync patterns

Calls, messages, and meetings on the record

Activity handled in RingCentral appears on the matching contact and account in Microsoft Dynamics 365 Sales, so the next person sees the full history without leaving the CRM.

Where RingCentral sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from RingCentral update fields on the contact in Microsoft Dynamics 365 Sales, so lead status reflects what actually reached the person.

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

What you can sync between Microsoft Dynamics 365 Sales and RingCentral

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 RingCentral objects How this pairing syncs
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Team Messaging (Chat) RingCentral team-messaging chats, teams, and posts (formerly Glip); read conversations and create posts, create teams, and add or remove members to mirror org structure. Read and write. Accounts is specific to Microsoft Dynamics 365 Sales and Team Messaging (Chat) to RingCentral — each maps to any object or custom field on the other side.
Contacts Person records linked to accounts; synced with marketing and support systems. Presence Real-time presence and detailed telephony state per extension, read via GET presence and subscribed to for live updates, used to reflect agent availability and call status across systems. Read-only. Contacts is specific to Microsoft Dynamics 365 Sales and Presence to RingCentral — 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. Subscriptions (Webhooks / WebSocket) Event subscriptions created through the Subscription API with eventFilters (message-store, presence, telephony sessions, extension changes); full CRUD, and the mechanism for near-real-time change delivery over webhooks or WebSocket. Read and write. Leads is specific to Microsoft Dynamics 365 Sales and Subscriptions (Webhooks / WebSocket) to RingCentral — 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. Message Store (SMS / MMS / Fax / Voicemail) Messages in an extension's mailbox - SMS, MMS, fax, voicemail, and pager - read via GET /account/~/extension/~/message-store filtered by dateFrom/dateTo and messageType; outbound SMS is sent via POST /sms, MMS and fax via POST /fax, and messages can be marked read or deleted. Read and write. Opportunities is specific to Microsoft Dynamics 365 Sales and Message Store (SMS / MMS / Fax / Voicemail) to RingCentral — each maps to any object or custom field on the other side.
Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Call Log Call detail records with direction, result, duration, from/to numbers, and recording references, from the account-wide and per-extension call-log endpoints, filtered by dateFrom/dateTo. Read-only records. Quotes is specific to Microsoft Dynamics 365 Sales and Call Log to RingCentral — each maps to any object or custom field on the other side.
Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Extensions (Users) User extensions with profile, status, roles, and assigned phone numbers via the Configuration API; create, update, and disable extensions to provision or deprovision users and map them to CRM, HR, or directory identities. Read and write. Orders is specific to Microsoft Dynamics 365 Sales and Extensions (Users) to RingCentral — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 Sales and RingCentral

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 RingCentral 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 RingCentral through its API, with automatic retries and rate-limit backoff.

RingCentral Microsoft Dynamics 365 Sales Sub-second propagation

DetectionRingCentral notifies Stacksync of record changes through webhook events. Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant,.

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.
  • RingCentral: Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers.
What ships with Microsoft Dynamics 365 Sales ⇄ RingCentral

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales or RingCentral 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 RingCentral 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 RingCentral record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ RingCentral 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 RingCentral.

How the Microsoft Dynamics 365 Sales and RingCentral 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.

RingCentral

Integration surface
REST API (RingEX Platform API) on platform.ringcentral.com, base path /restapi/v1.0, with resources under account/~/extension/~/ (message-store, call-log, sms, fax, ring-out, address-book, presence, subscription) plus the Configuration API for provisioning
Authentication
OAuth 2.0 - authorization code flow (with PKCE) for user-facing apps, and JWT bearer flow for server-to-server integrations; the legacy password (ROPC) grant was retired on March 31, 2024
Change detection
Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant, presence, and telephony/sessions; historical pulls poll message-store and call-log on dateFrom/dateTo
Capabilities
read · write · webhooks
Rate limits
Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers
RingCentral setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics 365 Sales and RingCentral integration FAQ

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.

Learn more about security
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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 335 integrations available for Microsoft Dynamics 365 Sales and RingCentral.

Popular · 8 of 335
All Microsoft Dynamics 365 Sales integrations All RingCentral integrations Browse all integrations
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