Customer experience | Sales, Customer Insights,...

How to connect CRM online to another web application?

(0) Share

Report

Posted on by Oseghae Oaikhena

Need help getting a step by step process for connecting CRM online to another web application.

I want the CRM to be able to get/push data from/to the web application.

Thanks.

I have the same question (0)

All responses (11)

Answers (0)

Suggested answer

meelamri 13,216 User Group Leader on at

Like (0)

Report

Does your web application provides webservices ? If yes you can consume them within Actions and Custom activities.

Was this reply helpful? Yes No
Oseghae Oaikhena 30 on at

Like (0)

Report

Thanks Mehdi for your response.

How do I find and consume the web services?

Was this reply helpful? Yes No
meelamri 13,216 User Group Leader on at

Like (0)

Report

What is the app that you want interact with ?

Was this reply helpful? Yes No
Oseghae Oaikhena 30 on at

Like (0)

Report

Its our company website and web appliaction for customer transaction management

Was this reply helpful? Yes No
meelamri 13,216 User Group Leader on at

Like (0)

Report

Ask your app's admin if the app provides webservices

Was this reply helpful? Yes No
LeoAlt 16,331 Moderator on at

Like (0)

Report

Hi partner,

Dynamics 365 supports for external access.

You could refer to the following links.

1.How to connect to D365 with C#.

https://arunpotti.wordpress.com/2018/02/03/step-by-step-to-connect-dynamics-365-crm-online-v9-x-using-c-console-application/

2.Use webapi to operate data in D365 from outside.

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/web-api-samples-csharp

Best Regards,

Leo

Was this reply helpful? Yes No
CRMJetty 3,512 on at

Like (0)

Report

Hi Dear,

Greetings of the day!

In regards to your concern, you will need to use rest service to connect with Dynamics 365.

Use service url in js to make operations(insert,update,retrieve,delete) in Dynamics 365. In js using ajax you can access service methods & make operations in dynamics 365 from another web application.

Rest service will work as connector between Dynamics 365 & web application.

Reference:

Dynamics 365 c# crud operation:

carldesouza.com/.../

a2zcrmstuff.blogspot.com/.../sample-crud-operations-using-c-in-mscrm.html

Ajax:

devnet.kentico.com/.../ajax-call-to-rest-service

I hope it helps! Let me know in case of any other concern.

Kind Regards,

CRMjetty

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

DynamicsCRM Customer Portal for Wordpress

Dynamics CRM Customer Portal

Was this reply helpful? Yes No
Oseghae Oaikhena 30 on at

Like (0)

Report

Thanks Leo,

Still learning C# at the moment, that's why I am looking for a step by step process of achieving this.

From the console, how do I cnnect to the external web application?

Thanks again.

Was this reply helpful? Yes No
Oseghae Oaikhena 30 on at

Like (0)

Report

Thanks Maulik,

I will.

Was this reply helpful? Yes No
Oseghae Oaikhena 30 on at

Like (0)

Report

Hi Leo,

I'm able to connect to CRM using the console application.

Next questioin, how do I now connect to another web application and have both talk to each other?

Thanks.

Was this reply helpful? Yes No