Hi,
I want to get to know something about integrations between dynamics365 and other ERPs or systems. But I couldn't find any nice samples of code. For example: what needs to be done on CRM side to accept data from outside, create record in CRM and then send on update of this record data to other system? Please give me some advices.
Regards
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Here is how you create a plugin:
msdn.microsoft.com/.../gg594416.aspx
As for connecting to your application, it depends on how you are supposed to connect. But, if you are not familiar with code development at all, I would not recommend making it your first development project..
See if you can do it with SSIS instead (and KingswaySoft, for example)
thank you Alex for advices. can you share with me some code examples for this kind of operations (even not connected with crm) because I have no idea where to start (literally - how to start writing code? i know i can use connectionstring to connect to crm, i know how to create records in crm but.. how do I send it and connect to outside application inside crm plugin/console app ?
Just the same way you do it from any .NET code (because that's what the plugin is - .NET code). There are some limitations if you are online (has to be done over http/https, which is probably ok, your other system's web service has to have a regular dns name - no ip addresses.. and it has to be accessible from the internet, since your plugin will be running on the CRM server which will be somewhere in the Microsoft cloud)
Ok, but how can I connect CRM to other system?
lets say by using plugin
Just where would you want to start? You can use Flow, you can use SSIS, you can use Scribe, you can use plugins, you can use workflow, you can use custom applications..
Basically, dynamics has a few endpoints (mostly, Web API right now), which other applications can use to connect to Dynamics. Everything else mentioned above will be using that endpoint, and you won't even need to write code in many cases.
Also, if you are only thinking of it.. you may want to wait till V9(so-called July release)comes out. There are supposed to be virtual entities there..
Im rather looking for something easy to write by myself in c# at first moment. But thank you for suggestions.
I would consider using an SSIS package.
Take a look at KingswaySoft Connector for Microsoft Dynamics 365.
They also have connectors for other packages.
This will not give you real-time updates, but you can configure your package to run at your own schedule, as often as you need. You might want to keep a staging database of updates.
You should be able to use the Microsoft CRM Connector or BizTalk as well for integration.
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