web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Synchronize CRM Accoun...
Microsoft Dynamics CRM (Archived)

Synchronize CRM Account entity with 3rd party MSSQL Server data table

(0) ShareShare
ReportReport
Posted on by SteveWhyte 583

Hi:

Consider the following scenario:

1. I have a company that uses an enterprise system that stores customer account information.

2. I implement Dynamics CRM. I also write a C# plugin that copies all the data from the 3rd party system to the CRM account entity.

3. When new customers are added or existing customer edited, this can ONLY be done in the 3rd party MSSQL system

My question is this.

How can I keep both data tables in sync for both new records and edited records without having to create a MSSQL Data Reader forward cursor and then compare every single record with the CRM entity table using a HttpRequestMessage class?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at

    Using WebAPI ,this is possible .

    Ref :seroter.wordpress.com/.../call-your-crm-platform-using-an-asp-net-web-api-to-link-twilio-and-salesforce-com

  • SteveWhyte Profile Picture
    SteveWhyte 583 on at

    Thanks for your response Alok

    This really wasn't what I quite had in mind. However your link makes very good reading. Let me ask you, Is there an Open Source API readily available that can integrate with Dynamics CRM for telephony services (ie DTMF or IVR capabilities, query CRM system using ticket number etc)

  • Suggested answer
    SCV Profile Picture
    SCV 1,004 on at

    Hi Steve,

    How about creating an SSIS package with Kingsway Soft extension and schedule it to run every 10 minutes or so depending on your requirement...?

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at

    Two approaches

    1. Use 3rd party integration tools (Kingswaysoft or Scribe)
    2. Write your own integration library.

    Schedule these Integration tools/library on daily basis which fetches the daily delta from your 3rd party MSSQL System.

    Daily Delta data to be decided on

    1. on the Modified Date in your 3rd party MSSQL System.
    2. Last Sync date b/w CRM and 3rd party MSSQL System.
  • SteveWhyte Profile Picture
    SteveWhyte 583 on at

    Ah,

    I see what you mean.

    If I am correct in interpreting your answer, you are suggesting that I keep track if the last sync date on my side, and then check it against the 3rd party data table to see when it was last modified.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans