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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / D365 connects with ext...
Microsoft Dynamics CRM (Archived)

D365 connects with external ERP

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Posted on by Community Member

We have Dynamics365 Online and we want to integrate it with external ERP to pass information about accounts between. We want to do it through rest web services which will be hosted on server (erp). What about security issues in this matter? Does this webservice needs to be public to connect with D365? Can we do it on VPN? Please some advices

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  • Community Member Profile Picture
    Community Member on at
    RE: D365 connects with external ERP

    Thank you guys for your insights. Basically the trigger would be the moment of creation of account.

    This external ERP will have REST web service. I am not sure which connector I should use inside of Microsoft Flow?

    In case of calling this web service from plug-in how can it connects? Plugin on Online enviroment runs in sandbox mode which has no access to external web. Is Azure hosting the only way if I want to call the webservice from plug in?

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at
    RE: D365 connects with external ERP

    Technically you would need some sort of trigger to let you know that the account was created in CRM, so that you can call this internal sync solution. This can be Microsoft Flow, or you can just query your accounts for anything that was modified (since the last time you ran the sync).

    How are you connecting to your external ERP? Does it have API/Web Services you can call?

    The internal sync application will be hosted either on your servers or an Azure and you will just have to run query commands against CRM and your ERP system to perform the sync. You just have to decide what will be the trigger to execute your internal sync application.

    Hope this helps.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: D365 connects with external ERP

    Hi JJar,

    If you are looking to have custom SDK solution, You can connect to CRM service easily from your ERP or a intermediate service, but you won't be able to connect to ERP service unless you host intermediate service in Azure.

    (Earlier it was possible to use public available web service if they were deployed on secured port like 443 or 80, I have done this for my earlier integration projects (Online to on premise ERP integration), but now service should be hosted on Azure only, but you can confirm this from Microsoft support)

    You can build a custom web service which can deploy over Azure for these integration. If CRM need to access ERP data you can call this web service in CRM.

    Hope this will help you.

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: D365 connects with external ERP

    Yes, I create an account in Dynamics 365 Online. And then I need to call a method from external web service which will create record in external ERP.

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at
    RE: D365 connects with external ERP

    You mean that account was created in Dynamics CRM Online? Why would I be calling the create method. I would need to retrieve the data that was used to create the account in CRM, and move that to your ERP.

    You would not have Web Services internally. You would have some sort of application that connects to the CRM web services.

    An alternative to this is try using Microsoft Flow to connect between your CRM Online and your On-Premise ERP system.

    Are you doing bi-directional sync?

  • Community Member Profile Picture
    Community Member on at
    RE: D365 connects with external ERP

    What about the situation when the account is created inside the CRM and it needs to call CreateMethod from external web service which is hosted localy?

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at
    RE: D365 connects with external ERP

    Are you planning to access to CRM Web Services (or API in that matter)?

    I don't think that you have much of an issue if your application will be residing on your local server, and you are using SSL to connect with the CRM Web Services or API to retrieve the data. D365 is public, and you will authenticate using your CRM credentials and then calling the CRM Web Services or API.

    The data that you will be transmitting will be via SSL. If the data is sensitive that you don't feel comfortable transmitting with SSL, you will need to find other options.

    Hope this helps.

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