Salesforce and Microsoft Dynamics Integration Using MuleSoft ESB

Customer Relationship Management plays a significant role in the growth of a business. A data environment which is integrated can streamline the method, improve performance and drive sales. However, integration of CRM systems with an existing application (e.g., Salesforce and E-Commerce Platform, ServiceNow) and with many others in an emerging application network is a challenge. Despite knowing where to start, it would be a very difficult task to integrate your CRM system with core systems.

Enterprise Service Bus (ESB) is an ideal architecture for organizations that wish to integrate core on-premise applications with a CRM system. By using ESB you will get clear visibility into your integration, it will enable you to see if any issues occur and what kind of data is exchanged.

Anypoint Platform brings the world’s most used platform of integration for connecting applications, Mule as an ESB. Mule as an ESB can streamline and reveal the value of present on-premises systems and applications.

Mule as an ESB will make the business process efficient and allow you to communicate between Microsoft Dynamics and several other applications and services.

Use Case

We will aggregate contacts from Microsoft Dynamics and Salesforce and by comparing them we will be able to find contacts that are listed in either of the two and which contacts are present in both.

  • It will be generating a CSV Report via email.
  • We can get data from both systems, aggregate data, compare values of fields and generate a report on the base of differences.
  • Compare the email address of contacts retrieved from MS Dynamics and Salesforce.
  • Create a CSV file which shows contact names, contacts IDs and email in both Salesforce and MS Dynamics.

Application Configuration

Salesforce Connector Configuration
  • sfdc username example@gmail.com

  • sfdc password pass123

  • sfdc securtyTocken avsfwCUl7apQs56Xq2AKi3X

MS Dynamics Connector Configuration
  • msdyn user example1@gmail.com

  • msdyn password pass123

  • msdyn url https://xyz.crm4.dynamics.com/XRMServices/2011/Organization.svc

SMTP Services Configuration
  • smtp host smtp.gmail.com

  • smtp port 587

  • smtp user exampleuser@gmail.com

  • smtp password pass123

Above is the flow of Salesforce and MS Dynamics integration which will be triggered by an HTTP call, this can be initiated either manually or programmatically. Contacts are sorted in a way that contacts of salesforce would appear first then contacts from MS Dynamics and finally contacts which are found in both systems. For accessing and transforming data Transform Message component uses DataWeave 2.0, MuleSoft 4 expression language. The language is tightly integrated with Mule run-time in running the scripts and expressions.

Mule ESB offers the best and very simple way of integrating MS Dynamics and Salesforce which will offer optimization of operations and 360-degree view to your front line team. For more information on integration of respective product ecosystems, you can email us at info@royalcyber.com or visit www.royalcyber.com.