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CRM and Xero Communication using C#/.NET

Question
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Hi,
To work on a project, I require an interface from Microsoft Dynamics CRM 2015 online to the 'online Xero Accounting solution' (www.xero.com). Contacts and Invoices created in Dynamics CRM should create corresponding Contacts and Invoices in Xero. The interface will be one way from CRM to Xero and no updates made in Xero will be propagated back to Dynamics CRM.
It will be required to add a button to Company/Contact and Invoice in CRM, that when selected will create or update the associated record in Xero. The status of the CRM record should clearly show that the record is mapped to Xero. Invoices in CRM should show when they have been mapped to Xero.
The Xero API is a RESTful web service and uses the OAuth (v1.0a) protocol to authenticate 3rd party applications such as Dynamics CRM.
The HTTP POST method can be used for sending information to the Xero API. It will be required to check the response from each API call successful or not.
Xero-Net is the officially supported and maintained .Net wrapper library, written in C#, used to communicate with the Xero API and this looks the preferred wrapper for this project. But I don't know how to use it.
I have knowledge of C# and .Net development, but I'm quite newbie with CRM development. Can you please help with:
- How to take start from scratch for CRM development?
- Helping stuff to understand all the underlying technologies required for this project.
- Any similar code sample to start with.
Thanks a lot
- Moved by CoolDadTx Tuesday, July 14, 2015 4:38 PM CRM related
Tuesday, July 14, 2015 12:10 PM
All replies
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I've done some dynamics crm integration.
I reckon your options are a plug in or workflow. Doesn't look like Scribe would suit you.
There's a pipeline for dynamics crm entity crud tasks.
You can write code which will be inserted in that pipeline and do other stuff.
Like call a web service.
A workflow would be more complicated but you can click a button and start one up. Off it goes decoupled from your ui. You might find an inline plug in call to a service is a bit slow.
I can't recall whether that would have to be blocking.
Been a while now and my plug in stuff was just updating things in CRM.
You want to get hold of the Microsoft Programming Microsoft dynamics and the sams MS dynamics crm unleashed for your version of crm.
There's also the dynamics crm sdk, which has examples.
https://www.microsoft.com/en-gb/download/details.aspx?id=40321
The CRM developer training kit, I can't find the 2013 one but I guess I just missed it.
Virtual academy
And the dynamics crm center
https://msdn.microsoft.com/en-us/dynamics/crm/
- Edited by Andy ONeill Tuesday, July 14, 2015 4:21 PM
Tuesday, July 14, 2015 4:20 PM -
Thanks Andy
Do you think the functionality provided by Magnetism Solutions as mentioned in this post, can be achieved by the links you wrote above:
- Edited by shakeelsoft Friday, July 17, 2015 6:39 AM
Thursday, July 16, 2015 5:38 PM -
I'm not familiar with xero.
The dynamics crm side of stuff I'm confident I could do - I'm not a dynamics crm specialist and just picked it up for my project.
You have to compare the cost of buying off the shelf to learning enough dynamics crm + Xero and writing your own.
And of course consider whether the package does exactly what you require.
Friday, July 17, 2015 8:19 AM -
hi shakeel ,
Even i have a same requiremnt, i will help you out from crm side
thanks
santhosh
Tuesday, April 12, 2016 6:58 AM