Experts,
I'm looking for a technical recommendation how to integrate the Dynamics 365 Sales to Dynamics AX2012 R3 CU12. What would be the best approach CDS, Scribe? Or should the customer build an sales APP to connect with AX2012 On-Premise?
The customer currently uses the Sales and Marketing module as a CRM solution but is looking for a richer and mobile solutions for its 65 field sales rep.
all the help will be appreciated,
Thank you,
Maria
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It depends on what you mean by "to integrate". For example, is it mainly about data exchange or remote procedure calls? Is it one-way or two-way integration? What will be the trigger? What delay is acceptable? What should happen in case of a failure? (E.g. is it acceptable to lose a message or deliver it twice.) How much data will you transfer?
For example, using a ETL solution wouldn't be a good choice if you need synchronous response-reply calls.
You can also combine multiple techniques. For example, relatively static data can be synchronized on schedule while certain things may be handled by direct web service calls.
Hi Maria,
using ETL solutions could be the best approach.
Something like Scribe or Kingswaysoft. I am not with develop .NET interface than needs to be mantained. I am assuming your Dynamics 365 CE is online, so you can use CDS with PowerApps for field sales reps.
It could be a good solution, but don´t forget you can use the mobile client for Dynamics 365 CE or even the Resco mobile solution.
All of them have pro and cons.
Don't forget licensing must fit the client budget.
Let me know if this helps or if you need further assistance, in my company we work and had experience with all of these solutions.
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