Best way to connect to Dynamics CRM

Andrew Campey asked on April 10, 2014 00:16

I have a client that would like to connect Dynamics CRM (I'm a CRM developer so don't know much about Kentico) to their website.

What is the best way to do this? Do I use the Integration Bus, or use a Web Part, or can I just add a function to the submit of a form that will push the data to CRM?

I've been trying to find a tutorial to do what I would think is a basic function however the different versions of the Kentico CMS have left me a bit confused!

Is there a simple tutorial of how to create a form and then post it to a third party? Or am I asking too much?

Thanks

Correct Answer

Brenden Kehren answered on April 11, 2014 09:50

Yes I agree $399/mo is a bit steep for a simple form but it was an option if it worked for you.

My practice is to simply create the form in Kentico, let the customer submit the info and Kentico handle all the email notifications. Then created a scheduled task to run every hour, 6 hours, 1 day, whatever your requirements are, and call a web service and write the new form submissions to CRM. In your form, add a field called IsExported and update it when that record is exported to CRM.

V8 docs: https://docs.kentico.com/display/K8/Scheduling+custom+tasks V7 docs: http://devnet.kentico.com/docs/7_0/devguide/index.html?scheduler_overview.htm

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Recent Answers

Brenden Kehren answered on April 10, 2014 11:19

Have you looked into this on the Marketplace? If that won't work, there are many other ways to integrate with CRM. I believe v8 there will be a CRM connector coming out. You could use, as you suggested, Integration Bus, Scheduled Tasks, CRM Web Services in web parts. What version is your site on right now?

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Andrew Campey answered on April 10, 2014 17:12

Ideally I wouldn't have to pay $399 a month to push a single form to CRM. The CRM part should be quite straight forward and I would think the Kentico part would be too.

I have just struggled to find an example which is (for example) Submit a contact form Send that contact form to third party application.

I am using Dynamics CRM 2013 Online. I don't think there is a connector for Microsoft CRM.

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Andrew Campey answered on April 13, 2014 17:36

Thanks Brenden!!

I'm not sure why I couldn't find that scheduling documentation before!!

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Jeff Leiseth answered on August 28, 2015 19:40

Hi Andrew,

I am also working on a project where the best solution would be to get some good integration between Kentico CMS and Microsoft Dynamics CRM. I would love to talk with you and learn a little more about what you tried, what ended up working, and if there was anything that you didn't try that looked promising.

Jeff Jeff.Leiseth@Zemax.com

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Jakob Boyer-Dræby answered on September 11, 2015 12:15

Listening in on this subject.

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Avi a answered on January 27, 2016 12:15

Hi,

I am also working on a project I need integration between Kentico CMS (8.2) and Microsoft Dynamics CRM (version 11).

Need to be able to pull data from CRM show on Kentico and then save back to CRM.

Any tips? Anyone have this as a working example?

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Petr Vozak answered on May 4, 2016 22:15 (last edited on May 4, 2016 22:16)

Hi guys, what would be the minimum set of scenarios that would need to be supported by a MS Dynamics CRM connector to make it a viable product? Any inputs are welcome! Petr Vozak, Kentico Product Management Team

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