Microsoft Dynamics CRM integration with SAP PI/PO


Overview

Microsoft Dynamics CRM is a customer relationship management (CRM) business solution that enables companies to market smarter, sell effectively and productively, and care everywhere. Microsoft Dynamics CRM is available as a cloud offering or an on-premises installation.

Dynamics CRM is a server-client web application based on the .NET framework and runs on the IIS web application server. This poses some challenges with integrating with SAP PI/PO.

Advantco Dynamics CRM adapter.

The Advantco Dynamics CRM adapter for SAP PI/PO is a new adapter with the specific purpose to make integration with Microsoft Dynamics CRM as easy as possible. Below are some of the main features that are covered by this adapter.

  • Authentication: The adapter takes care of authentication and will manage the security token.
  • Schema generation for different entity operations.
  • Schema generation for Queries.
  • Support paging cookie with QueryExpression

1. Authentication.

The adapter will handle all the steps of the authentication process and manages the security token. If token is expired, the adapter will automatically request for a new token.

2. Schema generation.

The Advantco Dynamics CRM adapter provides a Workbench to generation operation specific schemas.

3. Queries result schemas.

To handle the queries results, the Advantco Dynamics CRM adapter provides the feature to generate a schema based on a Query example. This reduces greatly the effort of development as no manual XSD generation are required.

4. Support paging cookie for handling of large datasets.

The Advantco Dynamics CRM adapter will pass the paging cookie to retrieve the next set of records.

Conclusions.

The Advantco Dynamics CRM adapter greatly reduces complexities and efforts to integrate your SAP PI/PO with Microsoft Dynamics CRM. The adapter works for both Microsoft Dynamics CRM in the cloud or on-premises.

Please reach out to our sales team at sales@advantco.com if you have any questions.