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Dynamics 365 Community / Forums / Dynamics 365 general forum / Pushing data INTO CRM 365
Dynamics 365 general forum

Pushing data INTO CRM 365

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Posted on by Community Member

So, imagine having an external system.

When something happens, such as a record update, I also want to update data in MS CRM 365.

What is the best way of doing this? What about passing in a custom ID for a particular record? How does one retrieve an entity based on an ID (not a base ID from OOB in CRM)? For example, I can have a contact and have some custom attributes/properties. One of these custom props may have an ID that is of type int. I want to retrieve that record based on this custom ID - how does one do this?

Finally, as per the original question - how does one push data into CRM from a client application?

Thank you.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Pushing data INTO CRM 365

    Hi,

    In addition to these, you can also check if your external system connector is available in Microsoft flow, then you can also use Microsoft flow for this integration.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Pushing data INTO CRM 365

    Hi,

    There are various ways to migrate data into CRM. If you are willing to go for paid solution then look for Scribe or Kingway Soft SSIS toolkit. They have CRM specific connector.

    www.scribesoft.com/.../microsoft-dynamics-crm

    www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-365

    If you want to build some custom solution then you can use CRM sdk to perform CRUD. Obviously you need some code to retrieve the data from your source system first and then additional logic to check if there is an update or not. You can

    Check this link for SDK sample code -

    msdn.microsoft.com/.../gg334754.aspx

    There is also a concept n CRM called Change Tracking which is basicaly built for integration from external sources. Take a lok here-

    docs.microsoft.com/.../enable-change-tracking-control-data-synchronization

    msdn.microsoft.com/.../dn932130.aspx

    Hope this helps.

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