Microsoft Dynamics CRM API Integration – A Quick Introduction

Microsoft Dynamics CRM API Integration – A Quick Introduction

Microsoft Dynamics 365 is an end-to-end Cloud platform that consists of ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) along with AI (Artificial Intelligence), and various productivity applications. It helps enterprises analyze customer data and business scenarios on one single platform while assisting teams to smoothly collaborate and take actions to amplify results. Microsoft Dynamics 365 CRM pricing is a win-win as it renders bundle and role-based pricing option flexibility to its users. 

Microsoft Dynamics 365 CRM API integration renders all the necessary tools and resources of Microsoft to the companies to boost productivity and increase profitability. Microsoft Dynamics 365 APIs help to easily integrate business applications and software into the sales and marketing platform of any enterprise. Such integration is essential because it makes it easy to add and update the content, render high-end customer services, identify trends, browse customer data and buying habits, etc. 

Generally, there are two ways to integrate your application with Microsoft Dynamics CRM. First by using CRM SDK and second by REST APIs. In the first one, simply connect your application with Microsoft Dynamics 365 CRM by using CRM SDK. Firstly, create entities using a late-binding approach so you can customize them and their attributes. You can also associate any new record with the existing ones. You can also retrieve entities by any of its attributes such as email, name, or id using multiple criteria or query expressions. 

Let’s understand in detail what REST APIs are and how to integrate them with your Microsoft Dynamics 365 CRM. 

What Are Microsoft Dynamics CRM Integration REST API

REST APIs mean Representational State Transfer Application Programming Interface. It is a frontend data source so users can easily create, update, retrieve, and delete data items. An API is a kind of portal for developer teams.

The Microsoft Dynamics 365 CRM REST APIs help in managing all the corporate processes and operations along with customer-related functionalities. The REST APIs simplify the task of developers in acquiring and altering data from the CRM software. Companies can use the Data Management Rest API on Cloud as well as on-premises. It is the best suited for External Finance and Operations Application Scheduling along with external transformation. REST-based APIs are comparatively more versatile and come with pre-configured implementations.


Uses Of Microsoft Dynamics 365 CRM REST API Integration

Microsoft Dynamics 365 CRM integration helps businesses seamlessly manage all business operations while elevating customer service. With Microsoft Dynamics 365 CRM REST APIs, developers can easily gather and manage information from Dynamics CRM software. Microsoft Dynamics 365 CRM APIs include various APIs like web-based, SOAP-based, and REST-based APIs.

Hence, choosing the right API from the arena of Mcirosoft Dynamics 365 CRM APIs can be a daunting and challenging task. It’s important to hire a skillful and experienced coding professional and integration specialist who can guide you in choosing the best ones. Below mentioned are some of the important ones:

  • Microsoft Dynamics 365 Web API 
    With this API, developers can easily pull data from the CRM system by integrating business systems while providing information on HTTP requests. It can be used with a number of programming languages, devices, as well as operating platforms. The Web API uses the same standard used by Restful APIs, i.e., Open Data Protocol. It helps enterprises to request data from 3rd party libraries regardless of any language or platform.
  • Customer Engagement API 
    It is a Customer Engagement App that helps businesses easily maintain customer engagement on various Microsoft Office 365 apps. Online Management API automates and enhances a lot of tasks such as Project Service Automation, Sales, Field Service, Customer Service, and many more.
  • SOAP Based APIs 
    SOAP bases APIs lay importance on processes and messages rather than raw data. They are older and their default format is XML. It ranks amongst the most used APIs. Hence, you may consider using SOAP-based API to easily connect with 3rd party business associates.
  • REST Based APIs 
    On the other hand, REST-based APIs are comparatively newer, highly flexible, and come with a default implementation. Although it comes with many benefits, developers need to work hard on coding and architecture to integrate all business apps into the API. In most of the Restful apps, developers use both – XML and JSON programming languages. 

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Advantages of Microsoft Dynamics 365 CRM API Integration

Microsoft Dynamics 365 CRM REST API Integration offers various benefits such as reduced development costs, high scalability, and quicker implementations. Both internal resources and customers can get the benefits of this integration. Let’s have a look at some of the key advantages as listed below:

  • Dynamic Web & Mobile Apps 
    Enterprises can leverage the power of Microsoft Dynamics 365 CRM REST API Integration easily manage and gain loyalty, target the right customers at the right time for marketing campaigns, maintain bidirectional conversations, as well as provide high-end customer service.
  • Streamline Management 
    With Microsoft Dynamics 365 CRM REST API Integration, companies can save costs, reduce or eliminate manual data entry process, get real-time inventory statistics, and make smarter decisions.
  • Powerful Connections to 3rd-Party Resources 
    This integration can easily connect with powerful 3rd party resources like supply chain members, shippers, and BI resources to help businesses simply monitor operations and elevate processes for smarter decision-making.
  • Other Microsoft Resources 
    Enterprises can easily connect with other Microsoft resources like Windows Server, Outlook, Office 365, Skype for Business, SharePoint, Exchange Server, PowerApps, etc. to share information.
  • Greater Social Engagement 
    Create holistic profiles about your customers and their purchasing habits by accessing centralized data and 3rd party information. This way enterprises can highly engage with their customers socially, track behaviors and analyze market trends.
  • Quick Scalability 
    Easily update, add and upgrade to the latest technology with Microsoft Dynamics 365 CRM APIs. Stay one step ahead of your competitors while automatically upgrading to the latest tech trends. 

Why Choose DynaTech Systems?

  • High-end Security – Our robust architecture ensures high-secured data with zero data loss 
  • Schema Management –Say goodbye to the mundane schema management tasks. Get automatic schema detection of incoming data. 
  • No Learning – Easy-to-use interactive UI makes it simple for new customers to use it and perform operations. 
  • Easy Scaling – With increasing sources and volumes of data, we help in handling heaps of data records in a hassle-free manner. 
  • Hassle-Free Monitoring – Simply monitor your processes and data flows anytime on a single platform. 
  • Robust Support – If you ever get stuck or face an issue, our team of professionals stay round the clock to support you via chat, calls or emails. 

Build Unparallel Customer Loyalty With Microsoft Dynamics 365 CRM

This blog showcases various API integrations that can be done with Microsoft Dynamics 365 CRM. The above blog shines light on the key benefits of these integrations and how they can be helpful in streamlining workflows. 

But choosing the right API and integrating it needs professional skills. And it can be a critical task to extract data from various data sources like SaaS apps, Cloud Storage, Databases, and Streaming Services. DynaTech Systems has experienced professionals who specialize in custom integrations and have done it for hundreds of clients all around the globe. We understand your requirements and work smartly to build a best-in-class integration strategy for your business. Connect with one of our experts today and get started on your seamless API integration journey. Talk to us at 

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