Share
ReportHi
looking for any documentation or steps on how can we integrate Right fax into D365 online CRM application ?
You’re offline. This is a read only version of the page.
10
Hi
looking for any documentation or steps on how can we integrate Right fax into D365 online CRM application ?
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)
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.
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'?
#1
Daivat Vartak (v-9d...
225
Super User 2025 Season 1
#2
Muhammad Shahzad Sh...
106
#3
Eugen Podkorytov
87
All responses (
Answers (
