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Finance | Project Operations, Human Resources, ...
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Integration between CRM and Dynamics 365 finance and operations

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Posted on by 10

Hello all ,

I am new to integration but want to do an integration between CRM and dynamics 365 finance and operations

The problem I have is that dynamics 365 finance and operations is a cloud, unlike CRM.

I read a lot of articles but nothing worked for me and I tried Power Apps and it didn't work for me.

Is there anyone who can tell me what to do and if possible I want step by step because as I told you I am new to integration

Thanks

I have the same question (0)
  • Martin Dráb Profile Picture
    239,660 Most Valuable Professional on at

    Do you mean Dynamics CRM or another CRM software? Which version?

    I think that Dynamics CRM supports running in cloud since 2011.

  • Suggested answer
    Luke Sha Profile Picture
    Microsoft Employee on at

    If your D365F&O is cloud, it means its services (OData, Web services, etc) are accessible from anywhere.  So the problem is in CRM side as I suppose your CRM is On-Premises version.  If you cannot publish CRM to internet,  try on-premises data gateway.  It's better to ask help in CRM community

  • Dynaimcs 365 Profile Picture
    10 on at

    I have Dynamics CRM on premise

  • Dynaimcs 365 Profile Picture
    10 on at

    Can someone tell me what can be done step by step?

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