Microsoft Dynamics

(Gjboyd7) #1

Has anybody had experience integrating Matrix with Microsoft Dynamics CRM, specifically Matrix Custom forms?

(Aleks Bochniak) #2

via Clickdimensions?

(Gjboyd7) #3

Ideally a squiz custom form would be used to hook into Dynamics API.  Has anyone been doing that?

(Bart Banda) #4

No, but when I looked at it it seemed pretty straight forward using the Dynamics REST API: https://msdn.microsoft.com/en-au/library/mt593051.aspx?f=255&MSPPError=-2147217396

 

So you could then easily just use the Submissions Actions on the Custom Form to call the Dynamics API on each submission and even validate the response before marking the submission in Matrix as completed. 

(srija) #5

Hello, Bart

Thanks for your good suggestion.By using Dynamics rest

Regards,
Srija,
Dynamics CRM Developer

(James Millere) #7

Hi,

I have good experience integrating Matrix with Microsoft Dynamics CRM, Even I have integrated many Matrix Custom forms with CRM. How can I help you.

This api also works- https://msdn.microsoft.com/en-au/library/mt593051.aspx?f=255&MSPPError=-2147217396

Thanks
James Millere
tableau certification