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Dynamics CRM and Xero Communication

Microsoft Dynamics CRM Forum

shakeelsoft asked a question on 14 Jul 2015 3:09 AM

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To work on a project, I require an interface from Microsoft Dynamics CRM 2015 online to the 'online Xero Accounting solution' ( Contacts and Invoices created in Dynamics CRM should create corresponding Contacts and Invoices in Xero. The interface will be one way from CRM to Xero and no updates made in Xero will be propagated back to Dynamics CRM.

It will be required to add a button to Company/Contact and Invoice in CRM, that when selected will create or update the associated record in Xero. The status of the CRM record should clearly show that the record is mapped to Xero. Invoices in CRM should show when they have been mapped to Xero.

The Xero API is a RESTful web service and uses the OAuth (v1.0a) protocol to authenticate 3rd party applications such as Dynamics CRM.

The HTTP POST method can be used for sending information to the Xero API. It will be required to check the response from each API call successful or not.

Xero-Net is the officially supported and maintained .Net wrapper library, written in C#, used to communicate with the Xero API and this looks the preferred wrapper for this project. But I don't know how to use it.

I have knowledge of C# and .Net development, but I'm quite newbie with CRM development. Can you please help with:

  1. How to take start from scratch for CRM development using C# and Visual Studio?
  2. Helping stuff to understand all the underlying technologies required for this to accomplish this task.
  3. Any similar code sample to start with.

Thanks a lot

redware responded on 25 May 2019 1:58 AM

Hello - at we have integration software for Xero and Microsoft Dynamics 365 - but we run ours as an external program to CRM which runs every hour or so to collect invoices from CRM to push into Xero. In my experience, creating a custom workflow directly in Dynamics is complex (although possible) if you have multiple DLLs so you might architect this either as external software or use a webserver or azure process to hold the complexity so you can create a simple custom workflow in Dynamics. We stuck to an external program...


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