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CRM ⇄ Human resources

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

Keep Microsoft Dynamics 365 Sales and Ukg Ready 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 Ukg Ready

Keep the people who own accounts in Microsoft Dynamics 365 Sales in step with the workforce records in Ukg Ready, 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 Ukg Ready. Ukg Ready 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 Employees, Employment / Positions, Compensation, Timesheet Entries in Ukg Ready field by field, in real time, and in both directions. You decide which system owns which fields, so Ukg Ready 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 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 Employees and Employment/Position records with an operational Postgres database so internal apps and IT provisioning read job title, department, and status in SQL while HR edits in UKG Ready.
  • 04 Import computed Earnings and deductions into UKG Ready payroll runs from a warehouse or external time-tracking system ahead of each pay period.

Common sync patterns

Where Ukg Ready tracks people the business also engages: contacts stay in sync

A person recorded in Ukg Ready, 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 Ukg Ready 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 Ukg Ready, their accounts and territory assignments in Microsoft Dynamics 365 Sales update to match, so pipeline stays with the right owner.

What you can sync between Microsoft Dynamics 365 Sales and Ukg Ready

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 Ukg Ready objects How this pairing syncs
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Accruals / Time Off PTO balances, requests, and approver status; read for liability reporting and requests can be created against employee records. Accounts is specific to Microsoft Dynamics 365 Sales and Accruals / Time Off to Ukg Ready — each maps to any object or custom field on the other side.
Contacts Person records linked to accounts; synced with marketing and support systems. Payroll (Earnings / Deductions / Employee Payroll Runs) Earnings and deductions can be imported into pay runs; Employee Payroll Runs (gross, net, taxes) read back for GL posting and analytics. Contacts is specific to Microsoft Dynamics 365 Sales and Payroll (Earnings / Deductions / Employee Payroll Runs) to Ukg Ready — 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. Benefits Plan enrollments, coverage tiers, contributions, and effective dates; typically read into benefits or finance systems. Leads is specific to Microsoft Dynamics 365 Sales and Benefits to Ukg Ready — 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. Cost Centers / Groups Departments, locations, and hierarchy used as org structure; read to align headcount and budget models across systems. Opportunities is specific to Microsoft Dynamics 365 Sales and Cost Centers / Groups to Ukg Ready — each maps to any object or custom field on the other side.
Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Reports (Report-as-a-Service) Scheduled IBM Cognos extracts used for bulk historical pulls that the per-employee REST endpoints are not built for. Quotes is specific to Microsoft Dynamics 365 Sales and Reports (Report-as-a-Service) to Ukg Ready — each maps to any object or custom field on the other side.
Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Employees Core person records (demographics, contact info, status, work location); synced two-way and mapped to HRIS or person tables in a database. Orders is specific to Microsoft Dynamics 365 Sales and Employees to Ukg Ready — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 Sales and Ukg Ready

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

Ukg Ready Microsoft Dynamics 365 Sales Sub-second propagation

DetectionUkg Ready notifies Stacksync of record changes through webhook events. UKG Webhooks for select events (employee.created, employee.updated, account/org changes) with HMAC signing.

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.
  • Ukg Ready: Rate limits apply over roughly a 1-minute window and return HTTP 429 when exceeded (back off / exponential retry); UKG Webhooks run on a tiered quota with a free tier around 10,000 event notifications per month and 14-day event retention.
What ships with Microsoft Dynamics 365 Sales ⇄ Ukg Ready

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales or Ukg Ready 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 Ukg Ready 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 Ukg Ready record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ Ukg Ready 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 Ukg Ready.

How the Microsoft Dynamics 365 Sales and Ukg Ready 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.

Ukg Ready

Integration surface
UKG Ready REST API (v1/v2) plus the Import Tool (XML transactions) and Report-as-a-Service (IBM Cognos); a legacy SOAP API also exists
Authentication
A 7-digit company short name, a Web API key (Company Setup > Login Config), and a dedicated API service-account user (username/password) are exchanged for a session Bearer token sent on every request; Onboarding/Recruiting endpoints use a separate authorization token
Change detection
UKG Webhooks for select events (employee.created, employee.updated, account/org changes) with HMAC signing; broad change capture via polling REST endpoints with date filters or scheduled Report-as-a-Service extracts
Capabilities
read · write · webhooks
Rate limits
Rate limits apply over roughly a 1-minute window and return HTTP 429 when exceeded (back off / exponential retry); UKG Webhooks run on a tiered quota with a free tier around 10,000 event notifications per month and 14-day event retention
How it works

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

    Choose tables

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

Microsoft Dynamics 365 Sales and Ukg Ready 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.

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 Ukg Ready.

Popular · 7 of 431
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