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Microsoft Dynamics CRM (Archived)

How to listen for users' Dynamics 365/2016 contact Create/update events through API?

Posted on by Microsoft Employee

I am trying to create an application that will sync Dynamics contact data with an external plaform. The goal is to synchronize the Dynamics contact database with the external platform's contact database, so I would need to know immediately when a contact is created/updated/deleted on Dynamic's side. 

However, there doesn't seem to be much documentation for these use cases, and the ones that do show an example say that you need to create a plugin, install the plugin on the user's Dynamics environment, and the user must also set up a workflow. 

However, I see that there are applications out there (Zapier) which allow you to connect your account via OAuth and it gives you the ability to fire action on their application when a contact is created on your Dynamics environment. 

How can I create this so that I can listen to any users'(from any domains) actions by using the API with their oauth credentials?

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  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to listen for users' Dynamics 365/2016 contact Create/update events through API?

    That does not change much. There are only two ways they can do it:

    a) Zapier triggers are, actually, delayed. You can be pulling data from Dynamics every 5 minutes and achieve almost real-time results.

    b) They are installing a plugin to Dynamics

    I doubt it's (b) - most likely, it's some sort of (a)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to listen for users' Dynamics 365/2016 contact Create/update events through API?

    Hi Alex,

    That is what all the documentation seems to suggest, but there is a platform here that can subscribe to create events on the Dynamics CRM.

    zapier.com/.../microsoft-dynamics

    All they ask for is that you authorize them through OAuth and they are able to do exactly that.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to listen for users' Dynamics 365/2016 contact Create/update events through API?

    Plugins have to be deployed in CRM (therefore, they are deployed on the CRM server.. through CRM really.. you don't just put them in a folder)

    Not sure if this would help, but.. There is no "push" notification which you can subsribe to somehow in Dynamics. The only way to do it is by using a plugin, and a plugin has to be deployed into a particular organization.

    If you want to create a custom application, you can.. then you can host it anywhere, and it can connect to CRM through WebAPi. But it will have to pull data from CRM periodically (it won't be able to simply subscribe to the create/update events)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to listen for users' Dynamics 365/2016 contact Create/update events through API?

    Is it possible for me to deploy a plugin on my servers and then use it with other people's organizations through OAuth?

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to listen for users' Dynamics 365/2016 contact Create/update events through API?

    Hi,

     This is exactly what plugins are for in Dynamics. You can register a plugin on create  and/or on update of a particular entity(not a particular record), and, from within the plugin, you can (if you need) connect to a your external platform and pass whatever information you need there.

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