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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Integrate Dynamics wit...
Customer experience | Sales, Customer Insights,...
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Integrate Dynamics with External system using REST api

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Posted on by Community Member

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!

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  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,086 Moderator on at

    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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