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Microsoft Dynamics CRM (Archived)

Dynamics 365 and integration

Posted on by

Hello All Experts,

I need to integrate crm with sharepoint online.

scenario.  want to fetch some fields data from one of the entity in the crm and send it to the sharepoint.

sharepoint developer will be able to take these fields data and displayed in the sharepoint site.

which are the option to do this.

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  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
  • EmployeeOcta Profile Picture
    EmployeeOcta on at
    RE: Dynamics 365 and integration

    Hello Aric,

    Your second option most probably suits our requirement.

    but i don't know whether we have the sample codes for connecting to dynamics 365 online and sharepoint online using a c# code within a single azure service.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Dynamics 365 and integration

    No,

    You can buy the Ultimate Edition which includes both CRM and SharePoint.

    You can download the Developer version, which allows you to test it within your development environment, and then when you are ready to create your SQL Job, you will need to purchase it and get the license for it.

    Hope this helps.

  • KingswaySoft Profile Picture
    KingswaySoft 545 on at
    RE: Dynamics 365 and integration

    Hello,

    For our software if looking at 2 or more of our solutions you can purchase Ultimate Edition which includes all our SSIS products under one much more cost effective license: www.kingswaysoft.com/.../ssis-integration-toolkit-ultimate-edition

    And thank you Aric!

    Thank you,

    KingswaySoft

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Dynamics 365 and integration

    You can also use Microsoft Flow to integrate data as well - www.inogic.com/.../move-dynamics-365-attachments-to-sharepoint-using-microsoft-flow

    For SSIS if you just plan to do a one time integration from CRM to SharePoint then you can use these connectors for free! But your integration needs to be automated then you will need to pay for product keys for both of the connectors.

  • Suggested answer
    Soma Shekar Profile Picture
    Soma Shekar 461 on at
    RE: Dynamics 365 and integration

    HI ,

    www.dynamicsobjects.com/.../Dynamics-SharePoint-Organizer

    Please have a look into the above link .

  • EmployeeOcta Profile Picture
    EmployeeOcta on at
    RE: Dynamics 365 and integration

    Hello Aric,

    Do we need to purchase two different connectors for CRM and Sharepoint of

    @ Kingswaysoft .

    i am coming across two different links for the same.

    for crm .

    1. www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm

    for sharepoint.

    2.www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-sharepoint

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Dynamics 365 and integration

    There are a couple of things that I would look at.

    The first is take a look @ Kingswaysoft connectors for CRM and SharePoint.

    It is possible that you can easily do what you are trying to do with that.

    The other option, which I have previously done is either call the SharePoint Api functions to create records directly in SharePoint or create an Azure Api to be accessed by CRM that would call SharePoint methods using the SharePoint Client assemblies or SharePoint Api. Using Azure you would have more control of the functionality that you are trying to implement.

    Second options requires much more coding, and be executed directly from the CRM Client. The first options is scheduled or on demand.

    Hope this helps.

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