Salesforce Developer Community

Chatter

Feed
0

Best Answers
0

Likes Received
0

Likes Given
1

Questions
0

Replies

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?

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?

kkappx
December 09, 2008
Like
0