Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Share CRM API with Cli...
Microsoft Dynamics CRM (Archived)

Share CRM API with Clients

(0) ShareShare
ReportReport
Posted on by Srini20 395

Hi,

Can some one share best practices around sharing CRM web API to different clients. I have different clients and different technology applications that will be Creating and Updating the contacts in CRM and also CRM may go head and create some records in their system. When CRM create a record i want to pass the contact guid so that other systems can use for updating the contact details. I have below questions on best practices around.

1. Is it a good practice to share CRM generated GUID with other systems as they also need to update the same contact in CRM?

2. I was creating a Custom Action with Source System ID to distinguish the Source System who created or updated the record?

3. Any example links on creating a Custom action in c# and register in CRM to share with different clients?

*This post is locked for comments

  • Suggested answer
    Seren S Profile Picture
    Seren S 400 on at
    RE: Share CRM API with Clients

    Hi, I generally do not share CRM API's with third parties. CRM SDK and the API's are always on a slippery floor and in some point, some of the functions or methodologies could be depreciated. Clients are not pro of CRM and they can't adopt their frameworks easily. Also if you have let's say over 5 different client system which makes I/O on CRM system, each subsidiary need to modify their codes when any new implementation type takes place in CRM.

    To avoid this kind of conflicts, I prefer to develop a Web Service Hub of yours which can be also very basic for only transmitting request from clients to CRM. If any changes are needed due to Microsoft improvements then no problem, only in one place you can handle your structure. With this kind of hub, you can also handle all required logs to audit your changes based on the clients.

    It is not the only way but the extendable way for your system.

    Hope that this can give you some idea.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Share CRM API with Clients

    Why do you want to create an action using C# when you can easily create it with CMR UI?

  • Srini20 Profile Picture
    Srini20 395 on at
    RE: Share CRM API with Clients

    Thanks Ravi. Different Clients will Create/Update the data in one CRM instance not different CRMs.

    Regarding the 3 point i was looking any step by step guide to create a Custom Action , i need to develop some logic before the records get create and update in CRM. So i was thinking to create a Custom Action and register it and then share that as WebAPI with external customers. So looking for any best practices or any examples to follow and create a custom action in C# and register it.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Share CRM API with Clients

    Hi,

    When you say, " Creating and Updating the contacts in CRM" do you mean each client will create/ update on its own CRM or each client will access same custom action to create/update records in same CRM. Answer this is directly relates to if you need to add authentication or not.

    Below are some general guidelines for your questions-

    1) It wouldn't make a difference in CRM if you share the Guid with clients. You are right that if you do share then it will be easy for them to find the contact. Normally, when you integrate to any application, the system returns the unique id so in CRM , Guid is the unique id.

    2) It is good idea to store the details about who created/updated it and when.

    3) This is again confusing as not sure what exactly you are trying to achieve. So you could share some more details that would help in assisting you.

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans