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Can anyone point me in the industry standard approach to integrate CRM or Field Services to the SAP, Sales Force or other platforms?
I need to know the best practices for security and data synch bi-directional.
Hi eb2inc,
The following is the official guide for SAP integration with Power Platform (specifically Power Automate flows running from D365/Power Apps etc).
learn.microsoft.com/.../overview
Note there will be deeper integration with the PP to SAP via the clear software acquistion last year.
powerautomate.microsoft.com/.../
But speaking more generically about integration with the CRM/FS (CE) platform. It's best to read the Learn documentation on extending Dynamics 365.
learn.microsoft.com/.../get-started-sdk
It's a little older, but still relevant. Talks about modes of integration, security practices and so on.
Regards,
Andrew
Hello,
We have worked with many customers on this same issue to create a solution that solves the exact issue you're referencing. Security protocols can be fully maintained with bi-directional communication. Happy to chat more, feel free to message to connect and learn more.
Thanks!
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