Top 3 Things to Remember for Implementing Dynamic CRM Implementation
Dynamic CRM is essential in the industry where customer support needs to run any business successfully. However, there are few things that need to remember for its implementation process.
Some of them are given below:
Dynamics CRM Configuration-based
Dynamics administrator needs to do Dynamics configuration. It’s not to implement complex logic which needs to do with imperative programming languages.
Dynamics Some Time too Permissive
Dynamics allows creating multiple instances of an entity , with the same name. It may not be desired when with other systems that expect these names to be unique.
Dynamics CRM then sends a SOAP envelope that has the same name of the entity, the operation, a list of attributes and respective values.
However, the issue with this approach is that target system ends up receiving more data than the would be necessary. Every operation by a user against that entity will fire the web service that sending extra information which may not be necessary for the integration.
It is, therefore, necessary to cleanse the CRM data before the integration takes place. It helps to group entities under a parent one so that the parent record is sent out.
Various Instances of Dynamics may Generate Different SOAP Envelopes
If a company makes use of different instances of Dynamics they may generate different SOAP envelopes when invoking external systems.
However, it may not come as a surprise, it should be taken above-given points and more things before integrating with Dynamics CRM.
References
https://dorisbrennan12.wordpress.com/2017/10/03/top-7-tips-on-managing-microsoft-dynamics-crm/
https://community.dynamics.com/crm/b/hitachisolutionsdynamicscrm/archive/2016/11/27/guide-to-crm-implementation-success-a-step-by-step-plan-for-your-crm-journey
https://www.crmsoftwareblog.com/2013/09/key-things-to-consider-before-implementing-a-crm-system/