Overview

Microsoft Dynamics CRM is a customer relationship management (CRM) business solution that enables companies to market smarter, sell effectively and productively, and care everywhere. Microsoft Dynamics CRM is available as a cloud offering or an on-premises installation.

Dynamics CRM is a server-client web application based on the .NET framework and runs on the IIS web application server. This poses some challenges with integrating with SAP PI/PO.

Advantco Dynamics CRM adapter.

The Advantco Dynamics CRM adapter for SAP PI/PO is a new adapter with the specific purpose to make integration with Microsoft Dynamics CRM as easy as possible. Below are some of the main features that are covered by this adapter.

  • Authentication: The adapter takes care of authentication and will manage the security token.
  • Schema generation for different entity operations.
  • Schema generation for Queries.
  • Support paging cookie with QueryExpression

1. Authentication.

The adapter will handle all the steps of the authentication process and manages the security token. If token is expired, the adapter will automatically request for a new token.

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2. Schema generation.

The Advantco Dynamics CRM adapter provides a Workbench to generation operation specific schemas.

Workbench - schema.jpg

3. Queries result schemas.

To handle the queries results, the Advantco Dynamics CRM adapter provides the feature to generate a schema based on a Query example. This reduces greatly the effort of development as no manual XSD generation are required.

Workbench - query.jpg

4. Support paging cookie for handling of large datasets.

The Advantco Dynamics CRM adapter will pass the paging cookie to retrieve the next set of records.

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Conclusions.

The Advantco Dynamics CRM adapter greatly reduces complexities and efforts to integrate your SAP PI/PO with Microsoft Dynamics CRM. The adapter works for both Microsoft Dynamics CRM in the cloud or on-premises.

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10 Comments

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  1. Pratibha Sethi

    Nice blog Peter.

    For my simple brain just so I can understand options available with this new adapter, what are the pre requisites for this adapter?

    I am working on a project integration Dynamics with PI 7.1 and plan is to use SOAP adapter for synchorous interfaces. Can this be done using new adapter?

    where can I find plug in to deploy new adapter to PI server?

    Thanks,

    Pratibha

    (0) 
  2. Sagar Patil

    Hi Peter,

    My client want to do integration with MS CRM through SAP PI 7.4.

    Please can you help me on how this adapter works.

    Can we creates look up in Advantco Dynamics CRM adapter which will talk to MS CRM through PI.

    Thanks in advance.

    Regards,

    Sagar

    (0) 
    1. Peter Ha Post author

      Hi Sagar,

      yes, it is possible to do a look up in Advantco Dynamics CRM adapter. Please drop me an email for further information.


      -Peter Ha

      (0) 
      1. Sunil Mavachee

         

        Hi Peter,

        I have a scenario to Integrate Microsoft Dynamics AX 2016 with SAP.

        Appreciate if you could share some more details on ‘Advantco Dynamics CRM Adapter’ please.

        It will be great if you could share your mail id for further communication.

        Thanks and Regards,

        (0) 
  3. Ranga Nathan

    What authentication mechanism is supported for CRM online, the cloud version?

    Specifically does it support windows integrated auth (AD) ?

    (0) 
  4. Eng Swee Yeoh

    Hi Peter

    From the screenshot provided, it looks like this adapter supports the older Organization service in Dynamics CRM.

    In Dynamics CRM 2016, Web API is the preferred web service approach, which is an OData v4 based service and uses OAuth 2.0 authentication method.

    Can you confirm if there is any support for this in the adapter? There are no specifics here or in Advantco’s website with such granular technical details.

    Regards

    Eng Swee

    (0) 
    1. Peter Ha Post author

      Hi Eng Swee,

      yes, the Advantco DynCRM adapter supports both Web API and SOAP API.

      Please drop me an email if you have specific questions. Thanks.

      kind regards,

      Peter Ha

      (0) 
      1. Eng Swee Yeoh

        Hi Peter

        Thanks for the quick response! Really appreciate it. Right now we are only doing assessment at a high level and considering the feasibility of different options. Will definitely contact you when we get more into the specifics.

        Thanks again!

        Eng Swee

        (0) 

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