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integration with existing system RRS feed

  • Question

  • hello,

    we are considering implementing Microsoft dynamics into our business for sales and wanted to understand how we might integrate this with our existing system.

    the main thing feature we want to achieve is to be able to sync contacts and notes between the two systems. this would mean that contacts that are added to dynamics are also added in our system, and someone could also choose to sync a contact from our system with dynamics.

    I have never used dynamics but was optimistic that this would not be difficult.

    we would want to implement the code to do this in .net and would want it to run and sync say daily or even more often?

    thanks for your help.

    matthew


    matvdl

    Monday, August 18, 2014 5:15 PM

All replies

  • Some general thoughts:

    It sounds like you're thinking of a two-way sync, with no master. Irrespective of the technologies used, two-way sync is an order of magnitude more complex to implement effectively than either one one-way sync, or two one-way syncs with clearly defined masters for each dataset. In my experience you need very good reasons for deciding on an architecture that requires a two-way sync, and there is no simple technical solution. Why do you want to implement CRM whislt still keeping the existing system - if you can identify clear benefits to implementing CRM, then why keep the existing system ?

    Rather than writing code to do the sync, I'd go with a technology like SSIS or Scribe. This should mean that most changes to the sync (e.g. adding new fields) can be done via configuration, rather than having to rewrite code


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, August 18, 2014 9:54 PM
    Moderator
  • http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm

    This toolkit is very economical however it will make your life easy.


    Regards Faisal

    Tuesday, August 19, 2014 3:34 PM