Why Integration in required in CRM D365 and Best uses ?

 CRM Integration is connect one and more system components to create unified experience and ensure consistent business challenged need to address . 

Integration is play very crucial role in dynamics CRM D365 CE to streamline the operation ,enhance data accuracy and improve overall efficiency by connecting to other system.  



What are the key challenge in Microsoft CRM Integration  

Data Synchronization : Ensuring the data is consistently and accurately synchronized between dynamics CRM and other system . 

Computability issue: Different Systems may have varying  architecture and database structures ,making seamless integration challenging. Compatibility issue can arise,  especially when dealing with legacy system.

Security Concerns : Integrating multiple system expose sensitive data to potential security risk. 

Governance and compliance : Make sure the integration follow the data privacy and follow the various authority industry specific regulation.

Performance issue : When we retrieving large volume of real time data make sure not more impacts on preconference.

Type of integrations In CRM System also comprehensive breakdowns.

1.Native / and out of the Box-integrations:

  • Dynamics 365 + Microsoft 365 (Office, Teams, Outlook)

    • Outlook Add-in for email & appointment sync.

    • Teams integration for chats, calls, and record collaboration.

  • Dynamics 365 + SharePoint

    • Store documents in SharePoint while linking them to CRM records.

  • Dynamics 365 + Power Platform

    • Power Automate to connect with 1,000+ connectors.

    • Ideal for quick, low-code integrations (Slack, Salesforce, ServiceNow, SAP, etc.).

2.  API Based Integration

  • Dynamics 365 Web API (OData v4 REST)

    • Standard method for CRUD operations on CRM data.

    • Used by external applications to push/pull data securely.

    • Authentication via Azure AD OAuth 2.0.

  • Organization Service (SOAP)

    • Legacy API still used for some plug-ins or older apps.

  • Custom APIs in D365

    • Create your own endpoints within CRM for specific business logic.

Example:

An ERP system sends invoices to D365 via Web API after processing orders

3. Middleware Based Integration:

  • Azure Services

    • Azure Logic Apps (low-code workflows with enterprise connectors).

    • Azure Service Bus (queue/topic-based async messaging).

    • Azure API Management (security and governance for APIs).

    • Azure Functions (serverless functions for data transformation).

  • Third-Party Middleware

    • KingswaySoft (SSIS integration toolkit).

    • Scribe / Tibco (ETL & sync).

    • Dell Boomi, MuleSoft, Informatica.

Use case:
When integrating D365 with SAP, middleware transforms and syncs customer/order data between systems.

4. Data Integration :

Data verse Dataflows

Connects to SQL Server, Excel, Azure Data Lake for scheduled data refresh.

Direct Database Access 

For on-premises CRM only (not recommended for online).

Azure Synapse Link

Real-time replication of Dataverse data to Azure Data Lake for analytics.

5.Event- Driven Integration: 

  • Webhooks in D365

    • Triggers an external service when a record is created/updated/deleted.

  • Change Tracking

    • Allows incremental sync of modified records.

  • Event Grid / Service Bus

    • For high-volume, near real-time message publishing.

6.Comman scenarios :

1. D365 CRM -ERP(SAP, ORACALE , D365(F&NO)

      Customer & order data  Sync.

     Invoice and payment update .

2.D365 CRM-E-Commerce (Shopify, Magento)

     Product & Inventory Sync

     Oder Management

3.D365 CRM - Marketing Platform (Mailchimp, HubSpot)

    Campaign tracking & Lead Syncing 

4.D365 CRM - Custom line business App   

            Via REST APIs or Middleware 

Best Practices for D365 Integration

  • Use Azure AD authentication for security.

  • Enable change tracking to minimize data volume.

  • Implement retry & error handling for APIs.

  • Avoid direct SQL changes — always use supported APIs.

  • Keep integrations loosely coupled for easier maintenance.

If you want, I can prepare a solution design diagram showing how D365 CRM integrates with another application using Azure Service Bus + Web API — this is the most common enterprise architecture pattern. Would you like me to create that.

Comments

Post a Comment

Hi,

If any one want to give the stagnation and change its most welcome.

Thanks!!
Rajesh Singh.

Popular posts from this blog

Difference between CRM Discovery Service and CRM Metadata service?

CRM service - when we need ORG related information like ORG name, Properties, CRM service path for this ORG -- then we use CRM discovery service. This is only to get the ORG related information Metadata service - we use this when we need to interact with the CRM records – create, update or delete anything-- it is very specific to the CRM records. When we need to interact with the CRM entity and attribute - like create an entity (not record) or attribute -- add a value to pick list-- retrieve the pick list value retrieve the entity properties-- attribute property and all we need Meta data service.
Read more

Many to Many Relationship in Dynamics CRM 2011.

Image
I get asked about many-to-many (a.k.a. N:N) relationships more than just about any other single topic, so here’s a summary of how they work in Dynamics CRM 2011. I’ll review both “native” and “manual” N:N’s, using a simple Association to Contact relationship to illustrate. This is a classic many-to-many: each association should be able to have multiple contacts associated with it, and each contact should in turn be able to be associated with many associations. Native N:N Relationships With native N:N relationships, you open up an entity for customization, click the N:N relationships link, and click the  New Many to Many Relationship  button and select the entity to create the relationship to. For the Association to Contact N:N relationship, I’ll start from the Association entity: In the previous figure, notice that Do no Display is selected in the Display Option for each side. I only show that to illustrate a point: what this will do is prevent the relationship from be...
Read more

Plugin Registration details

Image
"Secondary Entity use when you have to trigger plugin or retrieve record from  Intersect Entity(contactleads)  having records of  Entities(Contact and Lead)  having N:N Relationship" While using the  Plugin Registration tool  in Dynamics CRM, we might have rarely or even never used the  ‘Secondary Entity’  field and almost always assigned it as  ‘none’,  but there are some scenarios where this field comes into play. When is ‘Secondary Entity’ required The following 2 messages require the ‘Secondary Entity’ to be specified while registering a step in Plugin registration: SetRelated RemoveRelated These two methods were extensively used in Dynamics CRM 4.0, but they were deprecated from Dynamics CRM 2011 onwards; although you can still use them in 2011 and 2013.  
Read more