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  1. #1
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    FileMaker and Microsoft Dynamics CRM?

    Anyone have experience syncing FileMaker and Microsoft Dynamics CRM?

    Steve

  2. #2
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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

  3. #3
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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

  4. #4
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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

  5. #5
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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

  6. #6
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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..._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

  7. #7
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    Fabio,

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

    Do you speak english?

    Steve

  8. #8
    Forum Member Stephanier's Avatar
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    Quote Originally Posted by Steve Shiver View Post
    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.

  9. #9
    Forum Member Stephanier's Avatar
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    Quote Originally Posted by Steve Shiver View Post
    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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