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Thanks Chinmay! &nbsp;We'll take a look. &nbsp;I'm going on leave 19th-22nd so will be more responsive when I get back.
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Thanks Chinmay!  We'll take a look.  I'm going on leave 19th-22nd so will be more responsive when I get back.

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<div class="content wysiwyg-content">
We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software. &nbsp;The CRMs are:<br />

<ul>
<li>Salesforce</li>
</ul>
<ul>
<li>Microsoft Dynamics</li>
</ul>
<br />
The data to be integrated includes:<br />

<ul>
<li>Contact information (name, address, phone number)</li>
<li>Billing information</li>
</ul>
<br />
At the moment, the data needs to be manually entered in both systems which is time consuming and error prone. &nbsp;We're looking at two options at the moment:<br />

<ol type="1">
<li>Develop our own system using the APIs to integrate the data</li>
<li>Purchase an integrator to assist us in what can often be a messy job</li>
</ol>
<br />
We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.<br />
<br />
So the question is:<br />
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?<br />
<br />
What integration software would you recommend and why?
</div>
</div>


We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software.  The CRMs are:
Salesforce

Microsoft Dynamics


The data to be integrated includes:
Contact information (name, address, phone number)
Billing information


At the moment, the data needs to be manually entered in both systems which is time consuming and error prone.  We're looking at two options at the moment:
Develop our own system using the APIs to integrate the data
Purchase an integrator to assist us in what can often be a messy job


We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.

So the question is:
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?

What integration software would you recommend and why?

Integrating .NET desktop software with Microsoft Dynamics and Salesforce CRM.

Software is any set of instructions that directs a computer to perform specific tasks or operations. Computer software consists of programs, libraries and related non-executable data (such as documentation). Computer software is non-tangible, contrasted with computer hardware, which is the physical component of computers. Software written in a machine language is known as "machine code". However, in practice, software is usually written in high-level programming languages than machine language. High-level languages are translated into machine language using a compiler or interpreter or a combination of the two.

Software

The .NET Framework is not specific to any one programming language; rather, it includes a library of functions that allows developers to rapidly build applications. Several supported languages include C#, VB.NET, C++ or ASP.NET.

.NET Programming

Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

Salesforce

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.