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FileMaker and Microsoft Dynamics CRM?


Steve Shiver
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Hi Steve, I developed for a my customer this integration.

My customer uses Microsoft Dynamics CRM in cloud. The Microsoft consultants have implemented a WebServer with a custom APIs to exchange data between two systems (custom Web Services for interact with resources of Dynamics).

In FileMaker I have used BaseElements plugins to perform calls RESTful (GET, POST, PUT, DELETE) from FileMaker to Dynamics and viceversa.

 

 

Procedure:

- Set Users

- Set default table (country, cities, payment, etc. etc.)

- Get, post, put, delete leads (accounts)

- Get, post, put, delete leads (contacts)

- Get, post, put, delete leads (opportunities)

- Other actions on custom tables.

 

 

It is not simple. Require long time and collaboration with third party.

 

 

I spent 2 days a week for 6 month on this project.

 

 

I think that the next version of Dynamics and FileMaker with a native REST API, could be better and simple to integrate compared to the actual version of two systems.

 

 

Fabio

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Fabio,

 

Thanks for the information. I saw the (on the Microsoft developer site) web api for RESTful and oData. Glad to know someone has actually done it. I only need to link Person information (Name, address, phone, email, etc). How involved do you think that would be?

 

Steve Shiver

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Hi Steve, depends on business logic.

Do you want send data from FileMaker to Dynamics?

Get data from Dynamics into FileMaker?

Exchange between systems?

 

Fabio

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Fabio,

What I'm hoping for is ...

 

New Records

the ability to enter a person in FM, then have the user click a button to send that record to Dynamics. Also, I need the same funtionality from Dynamics back to FM.

 

Edited Records

Can this technology update records, as well. I need for it to do that.

 

Steve

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Yes, all possibile!

 

 

You should know which endpoint (API Dynamics) you should call (GET, POST, PUT and DELETE).

 

Here an example of POST new Account from FileMaker to Dynamics:

 

 

 

 

 

 

 

URL: https://dynamicsdevwebapi.mysite.com/crm/CRM_Upsertaccount

 

 

JSON data:

 

 

{

"ctl_identityid": "51344cf8-a11d-e611-8109-3863bb34d9e0",

"ctl_marketid": "668bedcd-a11d-e611-8109-3863bb34d9e0",

"accountnumber": "3844",

"ctl_customertypeid": "00000000-0000-0000-0000-000000000000",

"name": "My Company Name",

"address1_line1": null,

"address1_city": null,

"address1_stateorprovince": null,

"address1_postalcode": null,

"address1_country": "IT",

"ctl_accountnamesle": null,

"ctl_legalformsleid": "00000000-0000-0000-0000-000000000000",

"address2_line1": null,

"address2_city": null,

"address2_stateorprovince": null,

"address2_country": null,

"address2_postalcode": null,

"ctl_piva": null,

"ctl_fiscalcode": null,

"websiteurl": null,

"emailaddress1": null,

"telephone1": null,

"fax": null,

"ctl_sectorid": "00000000-0000-0000-0000-000000000000",

"ctl_subsectorid": "00000000-0000-0000-0000-000000000000",

"ctl_revenuecustomerprospect": null,

"ctl_ecommerce": false,

"ctl_ecommercesupplier": null,

"ctl_platformsforsendingemail": false,

"ctl_suppliersendingemail": null,

"ctl_estimatedvolumesendingemail": null,

"ctl_estimatedvolumesms": null,

"ctl_esp": false,

"ctl_espdescription": null,

"ctl_espreasonwhyid": "00000000-0000-0000-0000-000000000000",

"ctl_other": null,

"ctl_changereasonesp": null,

"ctl_dbsizeid": "00000000-0000-0000-0000-000000000000",

"ctl_dbsizedescription": null,

"ctl_extistingsuppliersagencydescription": false,

"ctl_extistingsuppliersagency": null,

"ctl_boolesp": false,

"ctl_boolespstring": null,

"ctl_boolcrm": false,

"ctl_boolcrmstring": null,

"ctl_boolwebanalytics": false,

"ctl_boolwebanalyticsstring": null,

"ctl_boolagency": false,

"ctl_boolagencystring": null,

"ctl_boolmediacenter": false,

"ctl_boolmediacenterstring": null,

"clt_boolother": false,

"ctl_boolotherstring": null,

"ctl_paymentmodeid": "0a3f05d4-a11d-e611-8109-3863bb34d9e0",

"ctl_clabrevenuecurrentyear": 0,

"ctl_totaloverdueinvoicescurrentyear": 0,

"ctl_corporatestrengthindicators": null,

"ctl_domain": null,

"ctl_filemakergroup": null,

"ctl_isprospect": true,

"ctl_isreseller": true,

"ctl_issupplier": false,

"ctl_iscustomer": false,

"ctl_isexcustomer": false,

"ctl_reasonwhydeactivated": null,

"address1_county": null,

"address2_county": null,

"ctl_copyofaccountid": "00000000-0000-0000-0000-000000000000",

"ctl_isunusable": false,

"DynamicsId": "4c050fab-a21d-e611-8109-3863bb34d9e0",

"FileMakerId": "A4DE113B-9422-40C0-AA6E-9332EA498A20"

}

 

 

Are you also the Dynamics consultant?

 

 

Fabio

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  • 1 month later...
Fabio,

 

Awesome! I've just visited your site and sent you an email.

 

Do you speak english?

 

Steve

 

----------------------------------------------------------

Yes, Steve. Everything possible. We have good experience in Microsoft Dynamics CRM and are 3 Microsoft Gold & 3 Silver Competencies, over 200 certified experts among 648 professionals, 100% ensure you will get satisfied result from us. You can contact via mail or click on the above link.

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Fabio,

 

Awesome! I've just visited your site and sent you an email.

 

Do you speak english?

 

Steve

 

----------------------------------------

Hello steve. You can contact us if still any pain-point/pain area about Microsoft Dynamics CRM or any other Microsoft technology.

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