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Hi,
Hope someone can help.
I have a task to create a bi-directional sync with an external application.
The external application supports REST api.
Below is what I am trying to achieve.
1. Create sync and fetch information into Dynamics using REST.
2. Whenever a new record gets created in the external application, it should also get created in Dynamics.
3. If any records gets updated/created in Dynamics, it should also get updated/created in the external application.(both system)
Your help and guidance would be great!
it's a generic question so more than generic suggestions I can't give.
Regarding the part from Dynamics to external system, you can use webhooks (docs.microsoft.com/.../use-webhooks so everytime the event (create or update) happens, it will send a json representation of the record to the endpoint you specify inside the webhook.
technically you should have (or build) a similar thing when the event (create or update) happens inside the external application, if not, then you need to do a polling (meaning check every x minutes/seconds) that something has been changed inside the external application.
in what I described above you would have this custom endpoint (think as an azure function for example) that is able to receive the information and process them (if for example a contact is created inside the external system, the external system notify this azure function and the azure function proceed to create the contact inside dynamics 365).
Probably you can create a similar system with Power Automate/Flow but depends on the frequency and the complexity on what you want to integrate, a custom endpoint should be considered.
hope it helps
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