Dynamics 365 and Cloud Database Integration for Near Real-Time Data Synchronization

Summary

After migrating to Dynamics 365, a US association faced data-synchronization problems between its new CRM and an existing cloud database that began to affect client interactions. INNERLUXES delivered an integration solution built from two Windows services — a configurable regular-sync service that non-IT users can adjust themselves and a real-time service that syncs time-sensitive data in under 5 seconds — resolving the data inconsistency and improving the association's brand experience.

About the Client

The end Client is a US-based association that makes a solid contribution to American musical culture.

The Challenge

The end Client had a cloud database connected to a number of its corporate systems. After migrating to Dynamics 365, it faced a problem synchronizing data between the new CRM and the cloud database, which started to affect interactions with its clients. The Client needed a neat solution that would enable ongoing data transfer between Dynamics 365 and the cloud database.

The Solution

INNERLUXES's MS Dynamics consultants delivered an integration solution composed of two Windows services.

The first performs regular data synchronization between Dynamics 365 and the cloud database. Because this service is easily configurable by non-IT users, the Client needs no IT assistance to change check frequency and data types as its needs evolve. To ensure quick adoption, INNERLUXES provided training and a detailed manual.

The second Windows service runs real-time synchronization of data that is time-sensitive for the Client's business, such as contacts, memberships, and attachments. It performs data checks every 5 seconds and initiates data changes in the cloud database or Dynamics 365 according to the priority of the data source.

Finally, to enable correct data collection, mapping, and updating, INNERLUXES made the necessary tweaks to the cloud database and Dynamics 365.

The Results

• The integration solution resolved the Client's post-migration challenge of client data inconsistency across corporate systems.
• Thanks to the solution's easy configurability, the Client has full control of its data flows.
• Because business-critical data is synced in less than 5 seconds, the Client improved its clients' brand experience.

Technologies and Tools

Dynamics 365 API, Microsoft Azure SQL Database, .NET (C#).