locked
PEGA and MS CRM 2011 RRS feed

  • Question

  • Hi All,

    Is there any way to communicate PEGA system to MS CRM 2011. we have the requirement to show the CRM link in PEGA sytem

    and users will enter the data...

    Thanks in Adavance

    Srikanth Reddy 

    Monday, October 20, 2014 2:23 PM

All replies

  • Hi Srikanth,

    I am not familiar with PEGA system.

    We have a client management system and the cmsid of a record is stored against the corresponding CRM record.

    we have created a custom website that takes the CMSID as a parameter, resolve the cmsid into a guid of CRM record and redirect the user into right area of CRM.

    so net effect is that user clicks a link from CMS application and the user is redirected into the corresponding record in CRM.

    is this what you want?.

    regards

    Jithesh

    Tuesday, October 21, 2014 12:11 AM
  • Hi Jithesh,

    Thanks for your quick response, Our requirement is that need to save the data in PEGA system whenever we save the CRM record in PEGA system accessed through the link and then need to puch the data into the CRM db.

    Thanks

    Srikanth Reddy

    Tuesday, October 21, 2014 2:20 PM
  • hi Srikanth,

    CRM exposes all (crud) operations through web services. And direct data read using filtered views. If you are familiar with coding, you could write a service to read/write data from /to CRM.

    there are third party tools that provides visual mapping between CRM and other databases.

    please check with PEGA systems itself if they have any integration tools or a preferred vendor.

    cheers,

    Jithesh

    Wednesday, October 22, 2014 9:55 AM
  • Thanks Jitesh for your response

    We have a need to embed the MS CRM 2011 inside an iframe of the PEGA page. the main.aspx page does display perfectly, unfortunately, the ribbon doesn't work always showing in disabled mode.

    It would be great if anybody can provide the solution for this.

    Thanks,

    Srikanth Reddy

    Thursday, November 13, 2014 2:42 PM