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Customer experience | Sales, Customer Insights,...
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B2B communication with Dynamics 365 CE and a third-party vendor

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Hi,

Our requirement is to receive sales order from a third-party vendor. We are still in discussion on which format to agree on, XML, REST service, Batch, push or pull model. We are looking for recommendation on what's the best way currently to user?

Here are our high-level requirements;

1. Third party to send us the sales order 

2. We need to send them the status of the order once its processed by the ERP

3. There can be error / validations while submit which may take time to respond to what would be the best way to monitor that.

Once, I get some response, I can answer more queries to get some good solution. 

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    May I know if you have read this article?

    https://bizacuity.com/how-to-integrate-third-party-applications-with-microsoft-dynamics-365/

  • Suggested answer
    Community Member Profile Picture
    on at

    If you have access to Power Automate you can setup some HTTP requests in JSON format.  

    I think a big thing to consider is how the 3rd party can send data, otherwise youd need a schedule - Power Automate can do scheduled jobs.

    I think the bigger question is whats the volume like, if its high volume you may want to use a middleware (Azure Data Factory, boomi, SSIS)

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Best way to achieve your requirement is to setup http trigger azure function which 3rd party can use this endpoint to send data. Use CDS SDK to parse the data and create records in Dynamics.

    Error handling can be easy through C# compare to Power automate/logic app. You can log your error to App insights or custom entity in your dynamics.

    For sending the status back to 3rd party you can make use of Service bus->Azure function queue/topic trigger.

    please find below some reference which might help

    xrmdynamicscrm.wordpress.com/.../

    docs.microsoft.com/.../azure-integration

    Please mark my answer verified if i were helpful

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