I wanted to know if and how CRM For Outlook application (for the Outlook client) carries out synchronization of Appointments, Tasks and Contacts with CRM Online. I am also not sure if POP3/SMTP supports Appointments, Contacts or Tasks of any kind.
I Googled for this information but was not able to find desired information.
Kindly advised.
There are a number of ways to do this and there is documentation available, I suggest looking at the following:
Integrate your email system with Microsoft Dynamics CRM.
To store email and other messaging records in CRM, you need to
synchronize your email system with CRM. There are three ways to do
this:
Server-side synchronization
Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM Email Router
You can also use server-side synchronization together with Dynamics
CRM for Outlook.
Outlook Synchronization in Microsoft Dynamics CRM
Overview of CRM for Outlook synchronization
Microsoft Dynamics CRM manages replication of information between the
central CRM database and the local data store on a computer running
Microsoft Dynamics CRM for Microsoft Outlook by using Outlook
synchronization and server-side synchronization.
Outlook synchronization
CRM for Outlook (also known as “the Outlook client”) supports Outlook
synchronization, which is synchronizing CRM contacts and CRM
activities to Outlook folders. Outlook synchronization enables Outlook
users to view CRM information, including contacts, tasks, phone calls,
letters, faxes, appointments, and email, within the Outlook interface.
Server-side synchronization
Starting with Dynamics CRM 2013, server-side synchronization is
available, which is used to integrate CRM with Exchange and POP3 or
SMTP-based email servers. This has benefits compared to using the
email router because it’s built in to CRM and doesn’t require a
separate component. It also has benefits compared to Outlook
synchronization by eliminating the load on clients.
Related
I use Power Automate based on a trigger to get data and access a contact list from CRM to send the information to.
The Power Automate no longer works as Microsoft has deprecated the connection between Power Automate and CRM.
Has anyone got an alternate solution to access CRM and send emails based upon a trigger?
Yes, Dynamics 365 Connector is deprecated but we have the replacement CDS connector like #jasonscript commented.
Dynamics 365 apps such as Dynamics 365 Sales, Dynamics 365 Customer
Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and
Dynamics 365 Project Service Automation, use Common Data Service as
the data source.
The Dynamics 365 connector is deprecated, but continues to work until
removed. More information: Dynamics 365 Connector is deprecated.
Do not use the Dynamics 365 connector for new flows. Use the Common
Data Service (current environment) connector whenever you can. If the
Common Data Service (current environment) connector does not fit your
needs, use the Common Data Service connector.
The Common Data Service (current environment) connector should be your
first choice because it provides the most capability and best
performance. However, it does not currently provide certain
capabilities that the Dynamics 365 and Common Data Service connectors
do, such as the ability to connect to multiple environments. The
Common Data Service connector provides the same capabilities as the
Dynamics 365 connector, but also provides substantially improved
reliability.
Read more
We have started to use Microsoft CRM for all our client information however we would like to have the most up to date information from CRM for internal tools.
The way we could do this is by running a tool that looks at the data every x minutes and keeps all updated records in the database.
Could someone give a explination on how we could use webhooks for this and if it actually is possible. This would be a lot more efficient to be notified when there is a change rather than checking all the time.
I have researched and found a few projects but they were all in beta - invite only or not available.
In Dynamics CRM Webhooks are not available as intended in the normal definition.
But you can use plugins to implement your notifications. From MSDN:
https://msdn.microsoft.com/en-us/library/gg328490.aspx
Another way to think about plug-ins is that they are handlers for
events fired by Microsoft Dynamics CRM. You can subscribe, or
register, a plug-in to a known set of events to have your code run
when the event occurs.
We currently use Microsoft Dynamics CRM v4 on-premises. Our data warehouse guys use a direct database link to get access to the data. Is this same functionality possible if you go with the CRM 2013 Online / Cloud option?
If, like I suspect that it's not, what API's are available (if any) to achieve this (or some other method)?
I've searched a lot for this but found nothing.
Dynamics CRM Online doesn't provide direct access to the SQL database.
For interaction with the data is necessary to use the CRM Web Services, REST and SOAP endpoints.
I'm designing a winforms application that will run on users machines at my company. One of its features will be to pull up upcoming appointments from the user's outlook account. I'm wondering what the primary purposes for both office outlook interop and exchange web services are so that I can choose the best one for this situation.
I would use Office interop primarily from within Outlook - for example, an Outlook Addin. In all other cases I would use EWS, primarily, because it removes the dependency on Outlook. If you use Outlook interop you need to care about the user having multiple outlook profiles and only working in the correct ones. You can use notifications (push, pull or streaming) to get notifications about changes in the users calendar so you don't have to constantly poll for changes.
You can pull appointments quite easily using the EWS Managed API:
EWS Managed API - Download: http://www.microsoft.com/download/en/details.aspx?id=13480
EWS Managed API - SDK: http://msdn.microsoft.com/en-us/library/dd633710(v=exchg.80).aspx
We are using MS CRM 4.0 Standard Edition On premise.
We have CRM users Internal Staff & External Staff. For Internal Staff we use CAL license.
The question is that we have unlimited External Staff User and we need to give Access for our On Premise CRM on Static IP.
We are thinking to use External Connector for the same. But going through MS Definition for the same
"The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend CRM to their external users such as customers, partners and suppliers through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients, on a per server basis. External Users means users who are not either you or your affiliates’ employees, or your affiliates’ contractors or agents."
Here, Other Than MS Dynamics CRM Clients means - External Users can't Access CRM Client as Internal Users.
Please guide on the same
Thanks
The distinction between "internal" and "external" users is not a question of where people work. Each distinct CRM user (meaning each user that exists in your systemuser table) counts against your "internal" user licenses, no matter how they connect to your CRM.
The purpose of the External Connector is to allow other applications to interact with CRM data; applications that are not being used by your own staff. Examples of this would be web shops or customer portals that could do things like updating contact/account data in your CRM upon customer actions in those applications.