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Microsoft Dynamics CRM (Archived)

Porting SFDC custom application to Dynamic 365 - Pointers Needed.

Posted on by Microsoft Employee

Hello All, 

I am a .NET developer and I just ventured into Dynamic CRM development. so my apologies if I cannot provide correct details. 

We have a "Application" deployed /integrated for Salesforce(Apex) which can communicate with our product using our Web Services.  The communication is bi directional i.e., data flows from both our product to SFDC and vice versa. SFDC is also new to me, but I wont be working on that. 

We want to replicate our solution for SFDC in Dynamic 365, and that task is assigned to me.

Here are the things I know about the existing integration. 

Our product exposes a web service through which all the communication happens. 

We have specific version of our rich webpages/JS (Apex) files of our main product customized to be deployed into SFDC. The webpages are available through a tab in SFDC and can populate data from both our system and SFDC. All the CRUD operations from the pages go through SFDC and SFDC push data to our API. 

Dynamic 365: I am completely new to Dynamic CRM, so I will be learning about the system as we try to figure out the correct approach. There are loads of resources available online, but I cannot figure out how to put things together. 

I know I can use Plugins to implement our logic as well as use Web Resources to add our pages. But I cannot figure out how I can have an common business logic deployed.,like have a standard library with all our classe/logic. 

I also cannot find out on how to call the said business logic from the UI/JS. We would also have to modify our existing API to support Dynamic CRM. Our API isn't written in .NET but we have other teams who can modify it. I can also add a proxy Web API service to route the calls to Dynamic CRM. 

I'm currently figuring out how to host a web resource/plugin and exchange some basic data from our API. Once I get a hold of that I can proceed further. 

I hope I have given enough information :) 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Porting SFDC custom application to Dynamic 365 - Pointers Needed.

    Hello Chris,

    Sorry for the delayed response.

    I have figured it out!!, Basically Custom Global Actions and plugins :)

    I created a Global Action and attached a plugin for that action. then called the action via javascript and it worked. I was able to call our web service via the plugin and pass the data and pass it on to our UI web resource with very little modification.

    I should be able to proceed from here. I have some more issues for which I will create another thread :)

    Thanks again!!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Porting SFDC custom application to Dynamic 365 - Pointers Needed.

    Might be a problem a bit too complex to answer on a forum post, have you considered working with a partner? 

    Many of them, including PowerObjects, offer project based as well as support contracts based on time and materials.  You can call and work through one or two issues at a time until you get comfortable enough to work on it yourself without assistance.  I'm a Consultant, not a sales person, but it seems like you need some architecture help.  :)

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