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Customer experience | Sales, Customer Insights,...
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How to build a data integration with MS Dynamics Sales?

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Posted on by 10
Hi Everyone,
 
My company provides a SaaS application used by sales teams. We provide integrations which allow our customers to connect their sales CRMs to our tool. The integration provides two-way sync of their CRM accounts, contacts, leads, opportunities etc. from/to our product's internal CRM. They're just data integrations -- there's no need to build a custom UI in their CRM. Authentication with our customer's CRM is via OAuth2.
 
Now, we would like to add an integration for MS Dynamics Sales. But I'm finding it difficult to understand what we need to accomplish this. Typically (Hubspot, Pipedrive, Salesforce, etc) there's a way to create an /app/ for the platform, which simply represents the connection, defines OAuth scopes, etc. Is that true with MS Dynamics Sales as well? I see documentation on /Power Apps/, but these seem to be for building customer UIs within the MS Dynamics Sales platform, instead of just providing a data connection.
 
Our use-case is simple: We just need a REST API with which we can interact with a customer's MS Dynamics Sales CRM.
 
Can anyone point me in the right direction?
 
I have the same question (0)
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    You can refer to the official documentation of Dynamics Sales. The documentation has some examples of integrations with third-party software.
     
    Best Regards,
    Dengliang Li
     
  • FM-25091515-0 Profile Picture
    10 on at
    Thank you, Dengliang Li. But these examples again look like apps which add UI elements to a customer's MS Dynamics Sales interface. We have no need to do that. We just need to be able to make use of the MS Dynamics Sales CRM REST API. Is that possible?
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at
    It is dependent how you want to integrate this applications. I have implemented various integrations with different ways. With SAP it was one way where I have exposed D365 apis and got the data.
    With micro service I have used notepad and send data to micro service.
    For Docebo we used source as the Excel file and then saved on SharePoint and ran a flow which will read the data and update it on CRM.
     
    For you what you want to accomplish when it comes to the data integration. It matters a lot 
     
  • FM-25091515-0 Profile Picture
    10 on at
    Hi Amit.
     
    We just need access to the REST API, nothing else. Can anyone explain how this is accomplished?
     
    Regards

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