Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Success Factors instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Human resources
Microsoft Dynamics 365 Sales to Success Factors integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Success Factors 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
Live sync
stacksync.com - <1s
- latency
- 2-way
- sync
- 100M+
- records
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Microsoft Dynamics 365 Sales and Success Factors
Keep the people who own accounts in Microsoft Dynamics 365 Sales in step with the workforce records in Success Factors, 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 Success Factors. Success Factors 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 Invoices, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 Sales with Position, PerEmail and PerPhone, User, PerPerson in Success Factors field by field, in real time, and in both directions. You decide which system owns which fields, so Success Factors 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 Run a two-way dual-run between Dynamics and another CRM during a migration.
- 02 Feed BI models with continuously updated CRM data instead of scheduled exports.
- 03 Write updated PerEmail, PerPhone, and User attributes back into SuccessFactors from an identity or directory system so contact data stays current.
- 04 Two-way sync of User and EmpJob (position, department, manager, cost center) into Postgres so provisioning, internal apps, and analytics read current org data in SQL while HR edits in SuccessFactors.
Common sync patterns
New team members provisioned when they are hired
When Success Factors 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.
Ownership and territory follow the org chart
When a person changes team, manager, or region in Success Factors, their accounts and territory assignments in Microsoft Dynamics 365 Sales update to match, so pipeline stays with the right owner.
Deactivate access when someone leaves
When Success Factors marks a worker as departed, the matching user in Microsoft Dynamics 365 Sales is flagged or deactivated, so former employees do not keep CRM access after their last day.
What you can sync between Microsoft Dynamics 365 Sales and Success Factors
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 | Success Factors objects | How this pairing syncs | |
|---|---|---|---|
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. | Invoices is specific to Microsoft Dynamics 365 Sales and User to Success Factors — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | PerPerson Person-level container in Employee Central holding biographical data; effective-dated child entities (PerPersonal, PerEmail, PerPhone) hang off it. | Activities is specific to Microsoft Dynamics 365 Sales and PerPerson to Success Factors — 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. | EmpEmployment Employment record tying a person to an employment period (hire, service dates); carries lastModifiedDateTime used for incremental polling. | Custom Tables is specific to Microsoft Dynamics 365 Sales and EmpEmployment to Success Factors — 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. | EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. | Accounts is specific to Microsoft Dynamics 365 Sales and EmpJob to Success Factors — each maps to any object or custom field on the other side. | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | EmpCompensation Effective-dated pay and compensation; usually read into a warehouse for reporting, writable for comp updates as new dated slices. | Contacts is specific to Microsoft Dynamics 365 Sales and EmpCompensation to Success Factors — 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. | Foundation Objects (FODepartment, FOLocation, FOCostCenter) Org-structure master data (department, location, cost center, division); mastered elsewhere and written in, or read out to build org charts. | Leads is specific to Microsoft Dynamics 365 Sales and Foundation Objects (FODepartment, FOLocation, FOCostCenter) to Success Factors — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 Sales and Success Factors
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 Success Factors 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 Success Factors through its API, with automatic retries and rate-limit backoff.
Success Factors Microsoft Dynamics 365 Sales Sub-second propagation
DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).
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.
- Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with Microsoft Dynamics 365 Sales ⇄ Success Factors
Connect Microsoft Dynamics 365 Sales and Success Factors for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Success Factors connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Success Factors 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 Success Factors record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Success Factors 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 Success Factors.
How the Microsoft Dynamics 365 Sales and Success Factors 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.
Success Factors
- Integration surface
- OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
- Authentication
- OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
- Change detection
- Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
- Capabilities
- read · write · webhooks
- Rate limits
- OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works
How to connect Microsoft Dynamics 365 Sales to Success Factors — 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 Success Factors 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
Success Factors
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Success Factors 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 ⇄ Success FactorsCustomers 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 Success FactorsCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Success Factors integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Success Factors: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Invoices and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Success Factors: Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint. 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: Invoices, Activities, Custom Tables, Accounts, plus custom fields where Microsoft Dynamics 365 Sales exposes them. On the Success Factors side: Position, PerEmail and PerPhone, User, PerPerson. 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.
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Common patterns for Microsoft Dynamics 365 Sales and Success Factors: New team members provisioned when they are hired; Ownership and territory follow the org chart; Deactivate access when someone leaves. When Success Factors 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.
-
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Success Factors: OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API). Authentication: OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired. 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
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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 Success Factors.
Popular · 7 of 431
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Microsoft Dynamics 365 Sales ⇄ Ukg Ready -
Microsoft Dynamics 365 Sales ⇄ Hibob -
Microsoft Dynamics 365 Sales ⇄ Ceridian Dayforce -
Success Factors ⇄ Folk CRM -
Success Factors ⇄ Freshsales -
Success Factors ⇄ Freshworks CRM -
Success Factors ⇄ Gladly
No integrations match .
