Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or SendGrid instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Microsoft Dynamics 365 Sales to SendGrid integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and SendGrid 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 SendGrid
Sync what happens in SendGrid with the customer records in Microsoft Dynamics 365 Sales, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever SendGrid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Senders, Single Sends, Unsubscribe Groups, Email Activity in SendGrid to Contacts, Leads, Opportunities, Quotes in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever SendGrid can store and use it.
Common use cases
- Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
- Stream Event Webhook engagement data into a Postgres database or warehouse for campaign and deliverability reporting
- Feed BI models with continuously updated CRM data instead of scheduled exports.
- Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
Where SendGrid handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.
Where SendGrid runs outreach
Prospects, sends, and replies sync into Microsoft Dynamics 365 Sales, keeping lead status current without manual imports.
Where SendGrid supplies contact or company data
Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.
What you can sync between Microsoft Dynamics 365 Sales and SendGrid
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 | SendGrid objects | |
|---|---|---|
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Senders Synced with incremental and full sync per the Stacksync docs. | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Single Sends One-off marketing campaigns whose stats are read back for reporting. | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Email Activity Synced with incremental and full sync per the Stacksync docs. | |
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Contacts Marketing recipients upserted from CRM or database records, including custom field values. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | List Synced with incremental and full sync per the Stacksync docs. |
What ships with Microsoft Dynamics 365 Sales ⇄ SendGrid
Connect Microsoft Dynamics 365 Sales and SendGrid for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–SendGrid connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or SendGrid 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 SendGrid record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ SendGrid 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 SendGrid.
How the Microsoft Dynamics 365 Sales and SendGrid 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.
SendGrid
- Integration surface
- REST API (v3)
- Authentication
- API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
- Change detection
- Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
How it works
How to connect Microsoft Dynamics 365 Sales to SendGrid — 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 SendGrid 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
SendGrid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and SendGrid 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 ⇄ SendGridCustomers 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 SendGridCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and SendGrid integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and SendGrid: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Accounts and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Microsoft Dynamics 365 Sales and SendGrid: Where SendGrid handles support or shared inboxes; Where SendGrid runs outreach; Where SendGrid supplies contact or company data. Tickets and conversations attach to the right contact and account in Microsoft Dynamics 365 Sales, so sales sees open issues before the next call.
-
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. SendGrid: REST API (v3). Authentication: API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG"). Stacksync manages authentication, retries, and rate limits on both sides.
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SendGrid: Contact upserts through the v3 Marketing Campaigns API are asynchronous jobs: the API returns a job ID and processes the batch in the background. 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. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and SendGrid without custom code.
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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 SendGrid records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and SendGrid connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–SendGrid integration in-house.
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.
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
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 Sales and SendGrid.
Popular · 8 of 386
- Microsoft Dynamics 365 Sales ⇄ ServiceNow
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Microsoft Dynamics 365 Sales ⇄ Slack -
Microsoft Dynamics 365 Sales ⇄ Zendesk -
Microsoft Dynamics 365 Sales ⇄ Campfire -
SendGrid ⇄ Kustomer -
SendGrid ⇄ Nimble -
SendGrid ⇄ Nutshell -
SendGrid ⇄ Oracle CX Sales
No integrations match .
