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kkappx Integrate SFDC with MS CRM
We have a client looking that already has MS CRM looking to deploy SFDC for a specific group.
One of the requirements is to integrate the two. We’re still trying to nail down what “integrate” means but at a high level, I think we could address their needs if we placed a web link on a MS CRM form that points to the associated entity in SF ie
https://Na9.salesforc.com/0015000000P17KC
The client is using MS CRM inside of Outlook but I am assuming building a link and putting it on a form should be pretty straightforward.
Can records in MS CRM be addressed with a URL like they can in Salesforce.com?
Ie
http://mscrmserver/accounts?id=xyz
if this were the case we could atleast point a user in both directions from either system.
Once we have ids in from both systems we may look to periodically synch records from the two systems…is it possible to simply read/write directly from the SQL Database or is it necessary to work through some sort of API?
I believe you could create a custom link and have it tied to a data value, which seems to be what you suggest.
Synchronization is rarely a simple issue - resolving conflicts can get pretty sticky. You might want to consider looking at some third party solutions once the requirements get nailed down.
Hope this helps.
Is MS-CRM the main data entry point or is SFDC? Is it MS-CRM and then SFDC is used to handle case information for the accounts entered into MS-CRM or something?
The need in many ways defines the constraints for the how, right?
You can do the web link thing (leading to dual entry), but I would concentrate more on the salesforce IDs. You can use the API to create your own integration programmatically or, as the previous poster mentioned, use the data loader (which can Import, Export, Delete and Update records in batches).