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Microsoft Dynamics CRM Adapter for ASTERIA WARP

Easily manipulate Dynamics CRM (Dynamics 365) records!

By using the "Dynamics CRM Adapter", various operations on Microsoft Dynamics CRM (Microsoft Dynamics 365) become possible, and by selecting and combining existing ASTERIA WARP adapters, data integration between Microsoft Dynamics CRM (Microsoft Dynamics 365) and external systems becomes flexible. Furthermore, because a data integration platform can be built without programming, it significantly reduces the development and maintenance man-hours and costs that would be incurred with individual development using APIs.

Features

  • Easy connection and integration with GUI operation

    Create flows by dragging and dropping icons and setting properties using the GUI, and easily connect and integrate various products and services!

  • Non-programming development

    "Non-programming" reduces development and maintenance efforts that occur with individual development using APIs!

  • Supports various entity operations

    Record operations can be performed on not only business (standard) entities but also user-defined entities!

  • Alternate key support

    Supports "alternate keys" that facilitate data integration with external systems!

  • Centralized Credential Management

    Supports adapter-specific connections and centrally manages complicated credential settings!

  • Easy Installation

    - Compliant with ASTERIA Warp standard packaging specifications. Easy installation!
    *Installation and updates via the Internet are not supported.

Product/Service Overview

Record operations (get, create, update, create update, set activity party, delete, associate, disassociate)

  • DCRMRetrieve component Extract records from Dynamics CRM (Dynamics 365) by specifying conditions.
    ・Settings can be made by the builder
    ・More than 5,000 records can be acquired
    - Label values (display format [FormatedValue]) can be obtained
    DCRMCreate component Creates a Dynamics CRM (Dynamics 365) record.
    ・Settings can be made by the builder
    - Search fields can be set using alternative keys
    DCRMUpdate component Updates records in Dynamics CRM (Dynamics 365).
    ・Settings can be made by the builder
    - Records can be identified using alternate keys
    - Search fields can be set using alternative keys
    DCRMUpsert Component Create or update a record in Dynamics CRM (Dynamics 365).
    ・Settings can be made by the builder
    - Records can be identified using alternate keys
    - Search fields can be set using alternative keys
    DCRMActivityParty component Set the parties involved in the activity record in Dynamics CRM (Dynamics 365).
    ・Settings can be made by the builder
    DCRMDelete component Deletes records in Dynamics CRM (Dynamics 365).
    ・Settings can be made by the builder
    - Records can be identified using alternate keys
    DCRMAssociate component Associate records with Dynamics CRM (Dynamics 365) records.
    DCRMDisassociate component Disassociates a record in Dynamics CRM (Dynamics 365).

  • Compatible version

    ◆ Dynamics CRM 2016
    　Version 8.0 or later (supports online and on-premise)
    ◆ Dynamics 365
    　Version 8.2 or later (supports online and on-premise)
    　*Versions that do not support Web API are not supported.

  • Case Studies

    Asteria has published a case study using the Microsoft Dynamics CRM adapter.
    URL:https://www.infoteria.com/jp/warp/case/w_sanki/

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