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!
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
MVP-Daniyal Khaleel 127
Tom_Gioielli 125 Super User 2025 Season 2
