I have following requirement
Whenever a field changes in dynamics CRM, we need to notify an external system and based on this notification , external system does some job.
Is it feasible to send the entity object to external system as form of service or so when the field change occurred
Please suggest feasible approaches
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Aric is correct that if you want immediate notifications, you certainly need a plugin. That's with the note that what I wrote above did not require a etl tool at all -it's just a different approach with some benefits attached to it, but that kind of integration would be delayed(yes, scheduling etc)
Hi Goutham,
You basically have two options the code option and the ETL option.
The code option can execute immediately, but requires development of a plugin, or possibly can be done from JavaScript/JQuery.
The ETL option, as Alex suggested, does not require programming, but does require knowledge of ETL packages such as SSIS (SQL Server Integration Services).
Both options are viable, but up to you to choose the one that makes more sense.
If you need you changes to be applied immediately, then you will need to go with option 1. If you can run it every so often, then go with option 2.
Good luck.
Hi Alex,
Thanks for your suggestion. My requirement is to push some data immediately to external system as soon as certain field is changed in CRM. I have very less knowledge of the external system(API etc). By using queue approach, i believe we will schedule jobs at regular intervals to push data(if i am not wrong). Is there any other way can we do it immediately on field change.
There is another approach which is often used by the ETL systems (I believe Scribe is still using it.. ConnectBridge..)
You can create some sort of queue in Dynamics (could be a custom entity, for example), record all changes in that queue using a plugin, and, then, pull data from that queue and push it to the other application using some external mechanism(scheduled custom app, scheduled SSIS job, etc). The benefits of this approach are:
- If the connection between the plugin and your app breaks temporarily, you are not going to lose any data. The plugin won't even notice those problems since it's not pushing data directly to your app
- If there is a slow down (or high load), you can take your time using this approach. With the plugin, you are limited to 2 minutes in the sandbox..
- If something goes wrong, you can mark that data in the queue somehow, investigate, and re-run. With the plugin, this kind of troubleshooting will be much more complicated
You should be able to call an API on another server, and pass a JSON string containing the data that you are looking for.
You cannot directly call a web service, or add a web service to your plugin for CRM Online.
See this article on msdn for implementation:
msdn.microsoft.com/.../gg509030.aspx
This is also good reading to understand the isolation mode:
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