Dynamics CRM Webhooks

0
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I want to integrate our Sales CRM dynamics system with another application. Approaches we are considering are using web api and webhooks.

  • Can we use webhooks without using an azure function/azure service?
  • what all are the challenges?
  • Is there any other better methods to pull data from Dynamics CRM?
  • What all things should be considered while doing an integration with Dynamics CRM system?

(I am new to Dynamics) link followed:https://dynamicsninja.blog/2019/05/22/d365-webhooks-part-1/

3
azureazure-functionsdynamics-crmwebhooksdynamics-crm-webapi
It's an interesting question, but unfortunately I don't think you'll get a good answer here. There are a lot of different requirements for integration so I think this question will be closed as "too broad" – jasonscript
go webapi \odata if the integration is light weigth enough, flow or logic apps can also do the trick easyly enough. – Shane_Yo

3 Answers

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If it's a relatively simple integration, using Power Automate might be your best bet.

https://flow.microsoft.com/

To answer your specific questions, though:

  • Can we use webhooks without using an azure function/azure service?
    • No. You'll need to use Power Automate, Logic Apps, or some other method to watch for changes.
  • what all are the challenges?
    • That's a pretty broad question, can't help you without specific things you've already tried.
  • Is there any other better methods to pull data from Dynamics CRM? What all things should be considered while doing an integration with Dynamics CRM system?
    • If you're just doing reporting (pulling data) then PowerBI is a good choice, otherwise it's the API for custom integration or Power Automate/Logic Apps for something that needs a little less customization.
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If you realy want to have a CRM fully integrated i would consider to try

• Power Automate (as said before): it's a good way to easily connect several systems

• Azure Functions: Sometimes power automate is just not enough but with azure functions you can easily create some serverless code. I have some aazure functions that are triggered by receiving a message in a queue by power automate for example. You can make both work together and that what we have at work :)

The biggets challeng is the "know-how" I guess. A lot of people do not know it yet. Azure functions can be a little difficult at the beggining (even more if you want to use early bound classes for you CRM). With some time you will get it.

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If you want do distribute your tool as a dynamics solution package which than should be added to an organisation without generating API token in azure and stuff like that i would suggest you don't pull data from dynamics (that way you need to authorize at the ms webapi with a token generated in azure and so on). Instead use web components and plugins triggered by core messages to push the data to your api.