Bringing data into CRM via third party webhook

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Posted on by awalters

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Almost all of the guides/examples I've seen re: webhooks and CRM involve CRM pushing data via a webhook, but my requirement is the opposite; I have a third party service pushing data via webhook and I want to bring that into CRM. Are there any guides/samples that anyone's aware of, before I dive in and try to write it from scratch? An added wrinkle is that we're on-prem, though we do have IFD enabled. I'm wondering if I should try to use our web server as an interim step, as the only guide I saw that mentioned moving data this direction talked about using an MVC application (which I admit I'm completely unfamiliar with), but our web server is Linux, not Windows.

Thanks!

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awalters 3,079 on at

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RE: Bringing data into CRM via third party webhook

Okay - thanks. I was hoping there was something a little more straight forward. Since we're on-prem and can't use Flow or anything, I think it'll be quite a bit easier to just write a pull from our CRM server, and live with a bit of delay. This isn't super time-critical data.

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JohnAnonymous 5,241 on at

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RE: Bringing data into CRM via third party webhook

The second post is not so much WebHooks, but a form that you could place on your website (if I read correctly).

It should not be very hard to create this yourself. I don't know if you could use Flow or Azure, but if so, you can create an endpoint for a webhook easily with flow. Depending on the logic you need after that, Flow might be able to handle everything.

Another option would be to use an azure funciton as a WebHook endpoint. I've done this several times and is a great and low cost solution that gives you a lot of options.

If you could only use on-premises, the best option would be to create your own webhook endpoint using any languar you like. Maybe this post helps: www.hanselman.com/.../IntroducingASPNETWebHooksReceiversWebHooksMadeEasy.aspx

In your receiver you can convert the data and post it to CRM.

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awalters 3,079 on at

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RE: Bringing data into CRM via third party webhook

There are two links on Tom S's second response above (that starts with "You could try a directory watcher service."). Are they not showing for you?

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Community Member on at

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RE: Bringing data into CRM via third party webhook

Hi,

I cannot see any links here.

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awalters 3,079 on at

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RE: Bringing data into CRM via third party webhook

I think that's what the second link posted above is doing, right? Is there anything you'd agree/disagree with about its approach?

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Aric Levin - MVP 30,190 Moderator on at

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RE: Bringing data into CRM via third party webhook

Hi Allison,

We have done something similar in the past, by using WebAPI hosted on Azure.

Data would be Posted to the Web API which would in turn call CRM methods to write the data into Dynamics.

Not sure how much data you have, but an Azure API is flexible, and pricing is very reasonable.

This was pre-FLOW, but that is irrelevant as you are using On-Prem.

The solution above should allow you to do this, but would require custom coding to post changes to API, which would store the data in CRM.

Although you can have a Linux webapi, I am not sure about the how-to communication between Linux Server and CRM, but am pretty sure that is possible.

Hope this helps a little.

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awalters 3,079 on at

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RE: Bringing data into CRM via third party webhook

Hmmm....it's not files, it's db data, so I'm not sure the directory watcher would be overly applicable. The second one is interesting; I'm not thrilled about using an intermediary, but it looks like it might be the only way. :-(

Thanks! Going to leave answer unmarked for a bit, as I'm curious to see if there are any other options I might be able to try and don't want to discourage responses. But I will revisit. :-)

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TomSmelser 1,570 on at

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RE: Bringing data into CRM via third party webhook

Allison,

You could try a directory watcher service. A bit old school. But effective if you have a shared folder.

www.infoworld.com/.../how-to-work-with-filesystemwatcher-in-c.html

Or this sample may help.

jlattimer.blogspot.com/.../simple-crm-lead-capture-using-azure-web.html

Please post reply if you find something useful.

Good luck!

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awalters 3,079 on at

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RE: Bringing data into CRM via third party webhook

We're not looking to pay for an additional service to facilitate this if we can help it, so I was planning on writing something. I've done other plugins and console apps, so I'm fine with that. However, that's why I was curious if anyone had sample code for getting data from a webhook and translating that into something consumable by CRM. The samples I generally saw were the reverse, but it seems like people would need to do this more often, if anything.

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TomSmelser 1,570 on at

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RE: Bringing data into CRM via third party webhook

Allison,

If I understand correctly, you are trying to move data from external location to on prem CRM. Having a shared storage location that both your 3rd party location and local app to access are the key. You could look at Scribe to do this. Or Kingsway. Another option would be custom console app running local to retrieve and write CRM.

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