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Microsoft Dynamics CRM (Archived)

CRM Integration

Posted on by 245

Hi All,

I have a MVC Project for the end user for customer registration.When customer registers the details should be stored in SQL DB and Dynamics CRM online in contact entity.I need to do integration such that both in  sql and crm record should be inserted incase if anyone fails the other insertion should be rolled-back.

Kindly do let me know the easiest approach.

It would helpful if someone provide me detailed steps for the same.TIA

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  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: CRM Integration

    Hi Divya,

    Below reference will help you-

    How to connect CRM-

    Please check below reference-

    www.google.co.in/.../amp

    CRUD Using web api-

    docs.microsoft.com/.../web-api-samples

    CRUD Using Organization service-

    docs.microsoft.com/.../sample-create-retrieve-update-delete-late-bound

  • DivyaBharathi Profile Picture
    DivyaBharathi 245 on at
    RE: CRM Integration

    Thanks Goutham I have a sql DB where i am going to store the data.

    Do let me know how to integrate mvc with crm for CRUD operations.

    TIA

  • Suggested answer
    ansrikanth Profile Picture
    ansrikanth 3,115 on at
    RE: CRM Integration

    Hi

    You have your SQL DB in your full control, So lets first create the record in it - if fail, no need to go even further - tell the user "something wrong, .....". If success, trigger CRM record creation - if fail, delete the SQL Record - tell the user "something wrong,...". If success, tell the user "All good !!".

    Not sure, if I'm missing anything from the post but for me, it seems a straightforward implementation. 

    -Srikanth

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: CRM Integration

    Hi Divya,

    As you know there is no control of Online CRM database so transaction maintain is not possible with CRM database.I would suggest to create an staging DB (another database)where you maintain the transaction and stored final data which will move to CRM and migrate those data using scheduled batch application into Dynamics CRM.

    Apart from that another option is using code you need to remove data for any rollback operation.

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