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ERP-CRM Integration RRS feed

  • Question

  • Hello,

    I want to integrate an local ERP application with Microsoft Dynamics CRM. The level should be partners and products only (When I enter a partner in CRM this should be written in ERP too, same for products.  Which are the options to do that ?

    Thanks in advance

    Tuesday, November 23, 2010 9:15 AM

Answers

  • A data integration tool such as Scribe should do what you need. You could also look at using SSIS.
    Neil - My CRM Blog
    • Marked as answer by Cosminc Tuesday, November 23, 2010 3:27 PM
    Tuesday, November 23, 2010 10:43 AM
  • Hi Cosminc

    I just finished exactly a work like that. In my case I opted for:

    • DMM for first data import.
    • Use Developer Advanced Extensions (Microsoft.Xrm), with CrmSvcUtil.exe to generate typed Data Context and objects. I posted here how to use it in an on-prem scenario.
    • Write plugin classes subscribed to Crete and Update messages for your entities, so they write into sql tables that act as 'queues' to sync data between CRM->ERP.
    • In my case, all interactions with DB I developed it on top of Entity Framework, which is pretty productive.
    • Write a console app (.EXE) that reads the 'queue' tables to bring into CRM the updates and creates from ERP. In order to interact with MSCRM, use the class generated by CrmSvcUtil.

    this is the big picture. I also had to write some SPs, some tables in order to handle failed sync records, mail utility classes to send notifications and so on, but the above resumes the bigger picture.

    If need any help I have some 'learnt lessons' that I am keen on sharing. Hope it helps,

    PP


    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    • Marked as answer by Cosminc Tuesday, November 23, 2010 3:27 PM
    Tuesday, November 23, 2010 11:35 AM

All replies

  • A data integration tool such as Scribe should do what you need. You could also look at using SSIS.
    Neil - My CRM Blog
    • Marked as answer by Cosminc Tuesday, November 23, 2010 3:27 PM
    Tuesday, November 23, 2010 10:43 AM
  • Hi Cosminc

    I just finished exactly a work like that. In my case I opted for:

    • DMM for first data import.
    • Use Developer Advanced Extensions (Microsoft.Xrm), with CrmSvcUtil.exe to generate typed Data Context and objects. I posted here how to use it in an on-prem scenario.
    • Write plugin classes subscribed to Crete and Update messages for your entities, so they write into sql tables that act as 'queues' to sync data between CRM->ERP.
    • In my case, all interactions with DB I developed it on top of Entity Framework, which is pretty productive.
    • Write a console app (.EXE) that reads the 'queue' tables to bring into CRM the updates and creates from ERP. In order to interact with MSCRM, use the class generated by CrmSvcUtil.

    this is the big picture. I also had to write some SPs, some tables in order to handle failed sync records, mail utility classes to send notifications and so on, but the above resumes the bigger picture.

    If need any help I have some 'learnt lessons' that I am keen on sharing. Hope it helps,

    PP


    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    • Marked as answer by Cosminc Tuesday, November 23, 2010 3:27 PM
    Tuesday, November 23, 2010 11:35 AM
  • Thanks for your replies, I will try SSIS first.

     

    Tuesday, November 23, 2010 3:27 PM
  • Thanks for your replies, I will try SSIS first.

     

    For SSIS check CozyRoc SSIS+ library here.  It includes adapters for Dynamics CRM and supports all three deployment types: Premise, Hosted and Live.
    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
    Tuesday, April 26, 2011 9:52 PM