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Integration as a Way to Provide Solution

  • Location : Switzerland
  • Industry : E-Commerce

Problem

laser has two systems in place i.e. Dynamics Business Central system and Dynamics CRM 2015. Dynamics CRM 2015 is a CRM system based in Switzerland and maintains details about the customer, whereas, Dynamics Business Central is an order management system based in France and maintains all order details of customers. Both systems maintain different types of data and work independently. This independent operation of both systems was the main issue.

The solution they wanted was:

  • Integration of information in one system i.e Dynamic CRM 2015
  • Consolidated report displaying the complete information
Insurance-Client-Challenges

Solution

Through the combinations above, we created the following solution:

  • The workflows are formed with Logic App. The solution is based on Microservices Architecture using Azure Integration Platform as a Service (IPaaS) and will use Azure Logic Apps & Azure API Apps/Functions to create integration workflows.
  • The data in CRM will be used to create a Visit Preparation Report for the sales teams.
  • HTTP connectors were used for basic authentication to get data from the web service
  • The data is inserted into CRM through a custom web API that makes use of libraries from CRM Dynamics SDK.
  • Created query flow to get the relevant data from Business Central for a given Customer
  • Created flow to transform the queried data from Business Central format to CRM format
  • Created flows to copy Data from Business Central into CRM
  • Constructed the process for report generation and emailing the link of the report to the CRM Dynamics user

Additionally, the point from where the flow could start, exception handling, report generation, end to end, and manual testing and release of the solution to sandbox was implemented as an extra and addition. This E2E process guarantees a very secure data flow between the two endpoints with a good performance

Tech Stack

  • Logic App
  • API app
  • Power BI

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