Integration API Question

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Posted on by Community Member Microsoft Employee

I work for a small software provider and as part of our solution we have a small CRM module, which we would like to integrate with Dynamics.

Can anyone suggest at what documentation where we should start looking to scope out the work and the possible touch points.

Our software is aimed at the leisure market and initially we would just like to integrate the main CRM data Name, Address, Contact details etc, but in phase 2 we would like to look at also integrating more of the transnational data.

Any help appreciated and thanks in advance.

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Customization / Solutions / SDK and API

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cloflyMao 25,198 on at

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RE: Integration API Question

Hi Partner,

From my point of view, one approachable way would be by registering an Azure Active Directory application to get access to Common Data Service with privileges to perform CRUD operations.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/walkthrough-register-dynamics-365-app-azure-active-directory

Once you got an access token from Azure,

> If your platform language is C#,

then you could call dynamics 365 web api as what you do in CRM with CRM REST Builder:

most of data interactions and operations are in JSON format.

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/web-api-samples-csharp

Another way is intergrating OrganizationService assembly in your backend if C#

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/overview

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/overview#web-api-and-the-organization-service

> If your platform is other language such as Java,

you could still work with Web API, MS has provided Azure libraries in package "com.microsoft.aad.adal4j" for JAVA:

https://github.com/AzureAD/azure-activedirectory-library-for-java/tree/dev/src/main/java/com/microsoft/aad/adal4j

with similar steps to acquire access token in C#.

In a word, Register a Dynamics 365 for Customer Engagement app with Azure Active Directory would be a good touch point.

Regards,

Clofly
Denny Deng on at

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RE: Integration API Question

for crm data integration you may consider using Microsoft Flow