In this article you'll learn about integrating platforms such as WordPress with Microsoft Dynamics CRM.

One of my more interesting projects lately was to integrate a vast number of apps, software and websites with Microsoft Dynamics CRM.

I started with Google, searching for and looking at any pre-existing platforms that may do what I needed and didn't stumble across anything that would work at the scale I needed it too.

So the fun began!


Middleware Overview

I essentially built a middleware layer application. Using this middleware app, we're able to do CRUD operations (Create, Read, Update and Delete) between Microsoft Dynamics CRM and third party platforms. Leads and other data are sent from the variety of production platforms to this middleware layer which then feeds the data into Dynamics CRM. Third party applications are able to pull and display data they have access too.

Each production system has its own unique client id and access key which is controlled within the middleware layer administrative dashboard. Every request is logged. API access can easily be suspended on a per client basis. This allows us to make sure only verified systems are able to access the middleware API.


Setup Overview

I accomplished integrating with Microsoft Dynamics CRM by spinning up an Azure App, registering it with Active Directory and granting it access to Dynamics CRM. From there I deployed my code base. I used OAuth to authenticate my service account user with the app. And from there - the API endpoints just needed to be developed.

The middleware application is constantly being expanded as new endpoints are added for various systems. Every endpoint includes data integrity checks and exception handling. We're primarily dealing with custom entities in conjunction with core entities in Dynamics CRM.

Different Microsoft Dynamic CRM system integrations include:

  • WordPress
  • Drupal
  • Magento
  • ePay
  • Jira
  • LiquidFiles
  • Aleyant Pressero
  • SolarWinds
  • And more...

Dynamics CRM API Limits

Each user will be allowed up to 60,000 API requests, per organization instance, within five minute sliding interval.

We are still building out our middleware however we're currently at about 1,000 requests per minute. It will be a while before we reach the API limit.


Interested in setting up a middleware API?

Contact us today to get started!