We have been using Dynamics Crm online for 2 years.
To adapt to our own Erp logic, it took :
- Set the Crm (creation of custom entities, and fields, entity relations, view, forms...)
- Code plugins to add missing features
We synchronize a in-house Erp and Dynamics crm with a windows service (C #) running every 3 minutes. This service is hosted on an internal server and requests our database Erp (old oracle), and onlineCRM. The principle is simple : we regularly ask the Crm which entities have just benne created or modified to affect these changes on our Erp.
As soon as this processing is done, we do the same reverse work for other entities : changes to the Erp fills a table using triggers, these lines are then processed at the end of the synchronization service to mofiy our Erp.
The transition to Dynamics v9 requires a lot of work on the adaptation of plugins. The v8.2 update of 2017 had asked us for half a day of work. The v9 update of 2018 has already taken us a month, and it is not yet functional.
Several tracks:
- The development of C # plugins seems very risky in Dynamics, due to regular updates that can quickly become blocking. With the Crm online, it is very long and difficult to code without debugging.
The plugins allow almost all synchronous processing that could be deported in our synchronization service. Easier to maintain but shifting data for short periods of time.
- Can Azure and Logic apps help us? We do not use azure yet, but can we benefit from it?
- The good old method of synchronization by import / export of csv files makes us a little afraid of its heaviness.
Thanks in advance for your advices
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