CODEWITHSUNDEEP
javascriptapiazuredynamics-crmmicrosoft-dynamics
cheslijones
cheslijones

Reputation: 9194

Automate updating external database from Dynamics 365 and Azure

The company has used Dynamics CRM for years, and at some point into the coming months, I need to look into integrating the client data from it into our other web applications.

Our current setup is that Dynamics 365 has the most current client data, we manually export it and manually import it into another database that drives the web applications. Not very efficient, and as one would expect, there are cases throughout the year were this manual process doesn't happen and something is out of date or inaccurate in the web application database.

I do have a Python application I wrote that handles the OAuth authentication and can request specific bits of data via the Dynamics 365 Web API and update the database. So I do have sorted out how to request records on demand, but this seems like it will slow the application down.

What I am wondering is if there is a way FROM Dynamics 365, that once a record is updated there it will update or create the record in an external database? That way the external database is always up to date, a request to Dynamics 365's web API doesn't have to be sent, and the web application should be faster in general.

Would this be an Azure custom process, custom JS in Dynamics 365 that utilizes the web application's API to update/create records in the external database when a record is updated/created in Dynamics 365, or some other process?

Upvotes: 1

Views: 1100

Answers (2)

Andrew N
Andrew N

Reputation: 521

While I havent tried this myself I'd start looking at Web Hooks. It appears to be right down your alley.

Link to WebHooks Documentation

Upvotes: 1

Thijs Kuipers
Thijs Kuipers

Reputation: 485

The Data Export Service could be the thing you are looking for. It will keep an Azure SQL database in sync with the records in Dynamics 365 CE (CRM).

The Microsoft Dynamics 365-Data Export Service is an add-on service made available on Microsoft AppSource that adds the ability to replicate Microsoft Dynamics 365 (online) data to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription. The supported target destinations are Microsoft Azure SQL Database and SQL Server on Microsoft Azure virtual machines. The Data Export Service intelligently synchronizes the entire Dynamics 365 data initially and thereafter synchronizes on a continuous basis as changes occur (delta changes) in the Microsoft Dynamics 365 (online) system. This helps enable several analytics and reporting scenarios on top of Dynamics 365 data with Azure data and analytics services and opens up new possibilities for customers and partners to build custom solutions.

Do note though that Microsoft doesn't provide an SLA on the Data Export Service (last paragraph).

Upvotes: 1

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