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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM integration with E...
Microsoft Dynamics CRM (Archived)

CRM integration with E-commerce

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Posted on by sandeepstw 4,601

HI,

I need real time integration between Dynamics crm and Magento (E-commerce order and inventory). Is there any way to do direct integration without any third party platform or service.

Please provide appropriate way.

Thanks,

Sandeep

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  • Suggested answer
    iverve Profile Picture
    iverve 5 on at
    RE: CRM integration with E-commerce

    Hello,

    here is the answer about (direct integration without any third-party platform or service)

    Integration facilitates third-party services to call the Magento web APIs. The Magento APIs currently supports many third-parties like Accounting, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Product Information Management (PIM), and marketing automation systems out of the box.


    Create integration, Follow these General 5 steps in Magento:


    Step 1. Create a module with minimal structure and configuration

    To develop a module, you must add this

    • Create the module file structure
    • Define your module configuration file
    • Add your module’s composer file
    • Registers the module with the Magento system
    • Create an InstallData.php file that installs the integration
    • configuration data into the Magento integration table


    Step 2. Add files specific to the integration:


    Magento offering the Integration module, which modifies the process of defining your integration. This module automatically performs functions such as:

    • Managing the third-party account that connects to Magento
    • Maintaining OAuth authorizations and user data
    • Managing security tokens and requests

    you must create multiple XML files and read through other files to determine what resources existing Magento modules have access to customize your module.

    The process for customizing your module includes

    • Define the required resources
    • Defines which API resources the integration has access to Pr-configure the integration
    • The integration can be automatically pre-configured with default values in the configuration file.


    Step 3.Install the module

    Start with


    1. Install your module to update the Magento database schema and data.

                bin/Magento setup:upgrade</code>


    2. Run the following command to generate the new code.

                bin/Magento setup:di:compile


    3. Run the following command to clean the cache.

         bin/Magento cache:clean


    Step 4. Check the integration


    Log in to Magento and navigate to System > Extensions > Integrations. The integration should be displayed in the grid.


    Step 5. Integrate with your application

    You must create two pages on your application to handle OAuth communications until you can activate your integration in Magento.

    • The location specified in the identity_link_url parameter must point to a page that can handle login requests
    • The location specified in the endpoint_url parameter (Callback URL in Admin) must be able to process OAuth token exchanges

    See CRM for eCommerce business for more information

  • Suggested answer
    Emre GULCAN Profile Picture
    Emre GULCAN 2,379 on at
    RE: CRM integration with E-commerce

    Hi,

    It depends on your requirements. But if you don't want 3rd party platforms, you can use directly Dynamics 365 SDK (C#) or Web API (msdn.microsoft.com/.../mt593051.aspx) to integrate with Magento.

    If you send data from Magento to Dynamics 365, you should call D365 Web API from Magento, I don't know how, but probably you need develop some custom plugins for Magento.

    If you send data from Dynamics 365 to Magento, you need to Magento's webservice / API and if you have this you can integrate it different ways,

    • Plugin (C#)
    • Custom Workflow assembly (C#)
    • Javascript
    • Microsoft Flow (https://flow.microsoft.com)

    For example, if you need create an order record on Magento when you create on Dynamics 365, alternate ways below depend on your requirements;

    • Plugin
      • On PostCreate event of "Order/salesorder", you can call Magento webservice from plugin. Of course there are some limitations such as your Magento web service must be exposed from https (secure) and must have url or subdomain, you can not use it with IP address.
    • Custom Workflow Assembly
      • Workflows can work sync or async. You can develop custom WF assemblies and use it with OOB features. In your custom WF assembly, you can call Magento webservices (limitations same with plugins)
    • Javascript
      • If you want to call webservice (or something like that) when click a button on clientside you can javascript and Dynamics 365 webresource files. For example you can create and complete an order on Dynamics 365 and then click "Send to Magento" button to send your data to Magento.

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