Hi
looking for any documentation or steps on how can we integrate Right fax into D365 online CRM application ?
Can you provide more information on the specific goal? Are you trying to send to CRM from RightFax? Send to RightFax from CRM?
What kind of endpoints/apis does RightFax have?
Is the goal real time or more of a timed 'true up'?
Trying to send from CRM to RightFax
It’s Rest API
Goal is real time
So, you have a few options:
1. If you have access to power automate you can make a flow, these are easier when it comes to maintaining since its 'no code'/'low code', but it can involve a lot of functions. You can make rest connectors too, so its not bad. - if you are able to connect to your RightFax api in postman you can export it and upload it into Power Automate custom connectors.
2. You could make a plugin or custom workflow activity inside of CRM and setup the triggers to send. I tend to go with custom workflows because you can manage them a little more than a plugin. Both of those can do http requests for you, but its c# to write. This post:
community.dynamics.com/.../custom-workflow-http-post-request-to-an-external-website
references these sites:
docs.microsoft.com/.../gg334455(v=crm.8)
www.itaintboring.com/.../
3. If you have another 'middleware' like SSIS, scribe, boomi, etc.
If this gets you on a path you want to go down I can provide more info.
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