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CRM connection with other program RRS feed

  • Question

  • Hi,

    We a have scenario with 2 systems (CRM and custom sql based system) that need to interact with each other.

    It has to be possible to create an opportunity in CRM, so that it also will be visible in the other system (it also need to work in the other direction, create opportunity in custom sql -> visible in CRM).

    How can this be achieved?

    I started testing with the SDK, but these are all console applications? I don't see how i can manage the connection with a console application?

    Am i missing something? Could somebody explain to me how i at least start with creating a webservice for CRM?

    Right now, I already tested in the sdk: consoleAppWalktrough and Quickstart project (but i don't think these are the correct projects for my needs?)

    Hope someone can help me.

    Thanks!

    Alexander

    Tuesday, May 19, 2015 11:23 AM

All replies

  • Hi,

         Here is the sample console application for CRUD operation from MSDN site:

    https://msdn.microsoft.com/en-au/library/gg334754.aspx?f=255&MSPPError=-2147217396

          For what you are trying is possible using few ways. One of the ways would be to use SSIS to poll the custom SQL database every few minutes and if there is a new record, call CRM using CozyRoc / Scribe / Kingsway Soft connector and create new opportunity record in CRM.

    http://www.cozyroc.com/

    https://www.kingswaysoft.com/

    http://www.scribesoft.com/

          If there is possibility of writing custom .Net code to write entry into custom SQL database then you can use the code shared above.

    Hope this helps.
      
    -----------------------------------------------------------------------
    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

     

    Tuesday, May 19, 2015 11:37 AM
  • Hi,

    Thanks for the fast response!

    Yes, we would like to achieve this by writing custom .Net code.
    But if I create the sample CRUD console application (let's say just for reading data out of CRM), how does CRM know it has to start this project and read data?
    Do I need to add something extra in CRM that "calls" the function I created? And how could I do that?

    Alexander

    Tuesday, May 19, 2015 11:55 AM
  • Hi Alexander,

          I thought you wanted to write console application to read data from Non-CRM database. Correct? If you wanted to read from CRM and update the other application, you could write a custom plug-in for this.

         For the custom application to poll CRM / custom database, you could write a windows service / SSIS which will run every x duration and poll.

    Hope this helps.
      
    -----------------------------------------------------------------------
    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

     

    Tuesday, May 19, 2015 11:55 PM
  • Hi,

    Yes I want to read and write data from CRM and non-CRM database (like a synchronization between the 2 systems).
    Okay I will give it a try with custom plug-ins.

    Thanks

    Wednesday, May 20, 2015 11:27 AM