Microsoft Dynamics CRM

  🚀 CRM ↔ ERP Real-Time Integration Framework Sharing a simple and reliable pattern to implement bi-directional synchronization between Microsoft Dynamics CRM and an ERP system using Azure Service Bus. CRM ↔ ERP architecture diagram Note : This approach is majorly for integrating dynamics CRM with non-Microsoft ERP system as we have OOB dual write approach to integrate with Microsoft ERP system. ✅ CRM → ERP Whenever a real CRM user updates an Account or Contact, a plugin sends the change as a JSON payload to Azure Service Bus. A corresponding Integration Log entry is also created in CRM, capturing the status, source, and payload. The ERP system reads the message, updates its records, and then calls Dynamics via API to mark the Integration Log entry as Success. ✅ ERP → CRM Any time the ERP updates an Account or Contact, it pushes a JSON payload to the ERP-CRM queue. Dynamics picks up the message, creates Integration Log record with a Pending status, updates the CRM record, and th...

 In this blog we will see how we can use stored procedure to transform our data in ADF.  For better understanding you can check my previous blog for better understanding. When we integrate CRM data to external system SQL, then for  Option-Set fields present in CRM, we get Option-Set values and not Text value. eg. we have Credit Hold option set field in CRM and after integration we are getting option set value. To solve this problem we will create OptionSetMetaData table in SQL which will store details about option-set fields SQL query to create OptionSetMetaData table CREATE TABLE [dbo].[OptionSetMetadata]( [ID] [uniqueidentifier] NULL, [EntityName] [varchar](50) NULL, [OptionSetFieldName] [varchar](50) NULL, [OptionSetText] [varchar](50) NULL, [OptionSetValue] [int] NULL ) //To Insert Records in sql Table Insert Into OptionSetMetadata Values (NEWID(), 'account', 'Credit Hold', 'Yes', 1) Insert Into OptionSetMetadata Values (NEWID(), 'account...

 In this blog we will integrate data from Microsoft Dynamic CRM to External system's SQL databse. we are going to integrate Account and Contact tables from CRM to external system Before starting with this, you should have following things :  1. Microsoft Dynamics CRM Environment 2. Microsoft SQL Server Management Studio Software(SSMS) 3. Azure Portal account First connect to your SQL server in SSMS and create Account and Contact Table. You can use following query to create table CREATE TABLE Account( [AccountId] [uniqueidentifier] NULL, [AccountName] [varchar](200) NULL, [CreditHold] [int] NULL ) CREATE TABLE Contact( [ContactId] [uniqueidentifier] NULL, [name] [varchar](200) NULL, [MobileNumber] [varchar](50) NULL, [FirstName] [varchar](200) NULL, [LastName] [varchar](200) NULL, [AccountID] [uniqueidentifier] NULL, [AccountName] [varchar](200) NULL ) After creating tables, Navigate to Azure Data factory in azure portal, and Create Dataset for your source and de...

Resource Group in Azure is container which will hold your related Azure service or resources.  eg. If you want to create SQL server in azure portal then you can create SQL server and link that SQL server to particular resource group. You can check out below video for creating Resource group and Azure SQL DB.