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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Integrations - best pr...
Microsoft Dynamics CRM (Archived)

Integrations - best practices or approach

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Posted on by reshmap 95

Requirement: develop and expose services using ESB (Enterprise Sevice Bus) that push data into CRM

This service will internally call the CRM services.

I am looking for best practices. Have the below 2 options:

1. Create a landing custom entity for each record type. The external service will create records on the landing entity.

CRM will handle the logic of creating the actual entity type records reading the landing entity records

2. Have the external service to create the required record directly in CRM

Please suggest which one of the above is the best practice

Thanks

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  • reshmap Profile Picture
    reshmap 95 on at
    RE: Integrations - best practices or approach

    We have the error logging mechanism implemented at ESB end. Out of the 2 options, we went for the 2nd one which is to have the external service directly create the necessary record in CRM. This would avoid creating the landing entity in CRM and also save the processing time that would otherwise be needed at CRM side to create the records from the landing entity records.

  • Verified answer
    Mansoor Sulaiman Profile Picture
    Mansoor Sulaiman 4,330 on at
    RE: Integrations - best practices or approach

    Hi,

    You can go with option # 2. Remember, you need to implement some logging mechanism as well to know whether integration happened successfully or not.

    Mansoor

  • Verified answer
    Billy0808 Profile Picture
    Billy0808 265 on at
    RE: Integrations - best practices or approach

    The approaches will change based on the complexity and the type of integration. In this case, assuming that it is a straight forward integration, you can use the second approach and directly create the required records as unlike an ERP application CRM is more flexible and if it is an entity without too many processes/workflows running, you can directly create the record in CRM without breaking anything.  Having said that if you need at any point of time to view the history of what records where pushed from your ESB and what to later diagnose any issues, you would need to keep a track of the records pushed somewhere.

    Best Regards,

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