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.
*This post is locked for comments
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
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)
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
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.
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,
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.
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.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Andrés Arias as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Aric Levin - MVP 2 Moderator
MA-04060624-0 1
