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Microsoft Dynamics CRM (Archived)

Can we update data in a database which is synchronized with a software with Microsoft dynamics ?

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Posted on by 120

Hi , 

we test a software to synchronize the data in our Mysql database with the data in our Microsoft CRM online ( dynamics) , my question is how can i add a lead in my Mysql database to validate the synchronisation process .Please if you can answer me quickly it will be very kind . 

Best regards ,

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  • Verified answer
    Community Member Profile Picture
    on at

    You need to create a plugin which adds data to your own MySql database when any lead created.

    For this in plugin, you need to connect to your database, fetch fields value if lead record and insert it in MySql. Similarly you can validate data with you database and prevents record addition if require.

  • Doria Profile Picture
    120 on at

    Thank you for your rapid answer , by my question I mean we want to insert leads in Microsoft Dynamics by inserting them in our Mysql database , but to insert them we must generate ID , i didn't get the idea of plugin to do that ; Thank you for your help .

    Best regards .

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Doria, Sorry I misunderstood before.

    I dont think you need to worry about GUID, as it will generated by CRM for each new leads.

    Now, I am not sure what web lang. you are using to insert data in MySQL. There must be some web front end right to add data in your mySQL database.

    So if you are using asp.net for this, then you need to call Service endpoints to add lead in CRM.

    Below are some tutorial with sample code do to this on your 3rd party site using ASP.NET/C#.

    msdn.microsoft.com/.../gg695790.aspx

    stackoverflow.com/.../microsoft-dynamics-crm-2011-how-to-generate-lead-from-external-contact-form

    www.fmtconsultants.com/.../step-by-step-guide-to-portal-development-for-microsoft-dynamics-crm

    Let me know if you are not using asp.net and using PHP or something.

    If you just have MySQL data, then you can create a console application with C# which do above job using above sample code. this console app first connect to your MySQL database and look for new lead after some time interval and if there is any new lead it will add it in Lead in CRM.  You can use "Windows Scheduler" to run this console app .exe after some time period.

    For Console app, check below article:

    https://msdn.microsoft.com/en-in/library/gg695803.aspx

    I hope this will help.

  • Doria Profile Picture
    120 on at

    Hi ,

    Thank you for your response ; we use a softaware called data synchronization studio devlopped by Simego , in this softaware we map between crm data and mysql dynamics and after mapping we can synchronize , i don't know with which language it is developped . My interrogation is how insert in my mysql database to run this synchronisation without any risk for data in CRM . Thank you again .

    Best regards ,

  • Suggested answer
    Community Member Profile Picture
    on at

    Ah. Ok. I see.

    So if you are using this 3rd party software, we don't have any much option left, but on creation of lead you can run your Plugin to validate/Sync with your MySQL data if you want.

    Though Software looks good, tested properly and having use by many big clients, so it should work fine.

  • Doria Profile Picture
    120 on at

    Hi ,

    Which plugin should I run first and second my question is  I can not add leads in my database without specifying GUIDS so after that i can not perform my synchornisation since this guid is the key culumn sorry if i am not clear and thank you for your reactivity  .

    Best regards ,

  • Suggested answer
    Community Member Profile Picture
    on at

    Ok. I think you need to have/create one column in MySQL lead table with GUID type which will store GUID of lead as in CRM. SO that you can map between these two databases.

    Do below things for this.

    1) Create Custom Plugin using Microsoft Dynamics CRM SDK which run on lead entity. In plugin, get the GUID of the lead created and add record of that lead in your custom database with that GUID and other details of lead.

    2) Use 3rd party software to map lead record between custom db and CRM using this GUID field.

    I dont have use this 3rd party synchronization software, so I cant help with it. It might offering the solution out of the box.

    But on looking at this 3rd party software sites, it has its own API and code to customise its functionality which you can also use. As I dont have any knowledge on it, I cant help to modify its functionality.

    This blog may help you on synchronization software,

    https://www.simego.com/Blog

    If you want to get help from developer of this 3rd party software, check this link and ask question to them if you want to modify this software functionality.

    https://www.simego.com/Help

    I hope this will help you.

    Chintan.

  • Doria Profile Picture
    120 on at

    Hi ,  

    thank you again for all these answers , in my MYSQL database I have all the tables of the CRM but the GUID is stocked in varchar , my problem is not to synchronize but how to add a lead to my custom database and have it directly in my CRM and not the opposite my problem is how to add a lead in my custom database that can be synchronized with my software in the CRM knowing that the GUID is generated in habit by the CRM . Sorry for all these questions and thank you for your support .

    Best regards ,  

  • Suggested answer
    Community Member Profile Picture
    on at

    So if your problem is (hope I understood correctly)

    [quote user="Doria"]

    How to add a lead to my custom database and have it directly in my CRM 

    [/quote]

    I have shown you a way on my Last to last post.  anyway. 

    - Create a web front end to add lead to your custom as well as in CRM. Make sure Table Schema of your custom database is match with CRM. 

    - Below tutorial will help you in creating web form to fill the lead and then adding it to custom + CRM Database. 

    http://www.fmtconsultants.com/2013/11/step-by-step-guide-to-portal-development-for-microsoft-dynamics-crm/

    Go through this article. 

  • Doria Profile Picture
    120 on at

    Thank your for your answers . Have a nice week end .

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