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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Synchronize the data f...
Microsoft Dynamics CRM (Archived)

Synchronize the data from Salesforce to MS Dynamics CRM

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Posted on by Community Member Microsoft Employee

Hello Everyone, 

I want to sync Salesforce data (records from custom object) with MS Dynamics record in real-time. I've similar data structure in both systems with unique Id to match the record in both systems. 
I've created an outbound message from workflow that will be triggered when the record is inserted or updated in Salesforce object. Now I want to update the corresponding record in Dynamics with those updated values. I know it requires building a web-service that will do the DML operations in Dynamics but I'm new to dynamics and need help to build the web-service. Also, I'm not sure on how and where to host this web-service. 

 
Appreciate your help in advance. :)
 
Thanks, 
Sandip

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  • Suggested answer
    Julia Howard Profile Picture
    Julia Howard 20 on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    I tried Skyvia for the bi-directional sync between clouds. It's quite easy and no-coding solution, have a look: https://skyvia.com/data-integration/integrate-salesforce-dynamics-crm

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    You might have a look here:

    www.powerobjects.com/.../start-your-engines-getting-started-with-the-crm-2016-web-api

    That does not answer the question of "how" to call it from Salesforce in particular.. but, like I said, it should not be different from calling any other web service from Salesforce, so how is that normally done? (and all those links above should help you with the specifics of CRM web service)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    Hi Mohamed,

    Thanks for your reply.

    I got your point mentioning to call Dynamics web API directly, but I'm not sure how to code the web API call from Salesforce which authenticates and update the records in Dynamics.

    It would be great if you help me further to move forward.

    Thanks again,

    Sandip

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    Hi Sandip,

     that's probably way over my head since I'm not a SalesForce developer:) It's not so much a Dynamics question anymore, though. If you had a generic web service which you would need to call from Saleseforce in this scenario, where and how would you call it from? It would be the same answer for Dynamics.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    Thanks Alex for your reply. I understood that I can call the dynamics web API to update the records from Salesforce. However, I'm not sure from where and how the Salesforce will consume the web service and make update at Dynamics end.

    Can you please guide me further ?

    Thanks,

    Sandip

  • Suggested answer
    M I Mostafa Profile Picture
    M I Mostafa 4,257 on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    Hi Sandeep

    You should call the Dynamics 365 WebAPI directly without the need of writing a wrapper web service. If you do need such wrapper web service then it can be hosted on any server with access to your Dynamics CRM server (if on-prem) or Online

    In addition to writing your own code, you could alternatively consider a data synchronisation tool that has connectors to both Dynamics and Salesforce. For example Scribe Insight or its cloud version, Scribe Online, have connectors to both systems and allows you to have the required synchronisation. The trigger can also be a field value change in either systems so this will minimise any need for custom code.

    Hope this helps. Please mark as verified answer if this response has helped you.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Synchronize the data from Salesforce to MS Dynamics CRM

    Hi Sandip,

     it's a very broad question, but you might start here:

      msdn.microsoft.com/.../mt593051.aspx

     As for the hosting, it depends on how it's all set up in your environment. Technically, you can call Dynamics Web API directly, so you might not need an additional web service.

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