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Hello,
My organizaiton is working on deploying Dynamics to support our internal processes. One thing which we need to do is to check user entitelment. However, we already have our own entitelment sysrem and we don't want to use one from Dynamics. Our system has API interface and we do need to have an integration within Dynamics. What is the best practice to do so? Should we implement sync into dynamics (which we would want to avoid) or use something like Microsoft Flow to create our own business process?
Hi,
It depends, think about what your organization want.
Do mangement want a nice report?
If management want to have a nice report or chart regarding to the entitlement status for each records and show within the CRM. It would be good if you can sync to Dynamics.
Is system ( your own entiltlement system) needs information from CRM for email purpose ?
Besides that, If management do not need that reports. At least, sync the Case ID to your entitlement system, so that you know the record is associated with this entitlement( Maybe a custom table ) and the system can send an email to notify the responsible staff with correct Case ID. ( Its all depend on your entitlement system design).
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