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

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:
  1. Develop our own system using the APIs to integrate the data
  2. 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?
Stuart SaxbyBusiness AnalystAsked:
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Chinmay PatelChief Technical NinjaCommented:
Hi Stuart,

I will be able to help on Dynamics 365 part.
1. Dynamics 365 SDK is the way to go for one-way / two-way sync. A good starting point for you will be:
2. There is Common Data Service as well but its SDK is in preview and I am not sure when it will be GA.

Dynamics 365 SDK is the only way(It internally uses WebAPI/Service endpoints made available by D365 - SDK simplifies the overall usage hence highly recommended to use) if you ask me. It has everything you would need
1. Well documented and high-performance API - 60K API calls over 5 minutes per user
2. Ability to perform pre / post operation logic - in case, tomorrow your requirements change you can perform data transformations in Dynamics 365 itself.
3. Versioning support to track changes
4. Foreign key support for upsert operation
5. Respects platform security
6. Exception handling
7. Fault tolerance mechanism is built-in - Not that I have seen someone needing it.
8. SDK supports both C# and VB.Net, so your developers will be right at home
9. Tons of Sample code available.

There are couple of other options but those are commercial products and I do not think you are looking for such a solution.

Let me know in case you need more details.


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Stuart SaxbyBusiness AnalystAuthor Commented:
Thanks Chinmay!  We'll take a look.  I'm going on leave 19th-22nd so will be more responsive when I get back.
Stuart SaxbyBusiness AnalystAuthor Commented:
Thanks for your input!
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