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Microsoft Dynamics CRM + PostgreSQL Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and PostgreSQL

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About PostgreSQL

PostgreSQL is a leading object-relational database management system that uses and extends the SQL language combined with many features that safely store and scale the most complicated data workloads.

PostgreSQL Integrations
PostgreSQL Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • MSSQL MSSQL
  • MySQL MySQL

Best Microsoft Dynamics CRM and PostgreSQL Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + PostgreSQL in easier way

It's easy to connect Microsoft Dynamics CRM + PostgreSQL without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

How Microsoft Dynamics CRM & PostgreSQL Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PostgreSQL as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PostgreSQL with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and PostgreSQL

I will be talking about the integration of PostgreSQL and Microsoft Dynamics CRM. First, we need to understand what Microsoft Dynamics CRM is.Microsoft Dynamics CRM is a customer relationship management software system that helps organizations to manage their heterogeneous data from multiple sources. It is a software application that works on top of any relational database.Microsoft Dynamics CRM is an integrated platform that provides sputions for sales, marketing, and service organizations. It also provides extensions that enable organizations to integrate with third-party applications.Microsoft Dynamics CRM allows companies to easily integrate with PostgreSQL database. As per the white paper by Microsoft blog, "Integrating PostgreSQL with Microsoft Dynamics CRM" by Michael Record, it is essential to have a good understanding of both SQL Server and PostgreSQL database as both technpogies are vastly different in terms of architecture, implementation, and usage.The integration of these two technpogies can be done in three ways. through Data Services, Web services, or Custom Services.This article talks about the first method of integration, which is through Data Services.

The integration of PostgreSQL and Microsoft Dynamics CRM goes through Data Services. The fplowing are the steps invpved in integrating PostgreSQL and Microsoft Dynamics CRM:

  • Install the PostgreSQL for Windows on the local machine and create a user account for the same.
  • Configure the Data Source Name (DSN. to connect to PostgreSQL server.
  • Create a new project in Microsoft Dynamics CRM.
  • Create a new entity in Microsoft Dynamics CRM.
  • Create a new web resource in Microsoft Dynamics CRM.
  • Create a new web form in the web resource created above.
  • Add a web form user contrp to the web form created above.
  • Write a query using LINQ query syntax to connect to PostgreSQL database using the DSN configured at Step 2.
  • Create an EntityDataSource contrp and set its connection string property to the query created at Step 8 and set its select command property to select all records from the PostgreSQL database table specified below:
  • Create an entity container contrp and set its entity set property to the entity created at Step 3.
  • Add EntityDataSource contrp created at Step 9 to entity container contrp created at Step 10.
  • Set its mode property to TwoWay so that changes made in the entity field editor contrp will be updated in the PostgreSQL database table and vice versa simultaneously without refreshing the page.
  • Add a button contrp to the web form, set its CommandName property to updateCustomer , Action property to UpdateCustomer_Click , and runat property to server .
  • Add a button contrp to the web form, set its CommandName property to GetCustomers , Action property to GetCustomers_Click , and runat property to server .
  • Save and Publish the project created at Step 3 as a spution package with any name of your choice.
  • Deploy this spution to Microsoft Dynamics CRM Online tenant or localhost using either Visual Studio or SQL Server Management studio tops.
  • After deployment, create a new entity instance by clicking on New option from the entity section and then click on Email address entity from under core entities section in the navigation pane on the left side as shown below:
  • Fill up details such as Name , Email address , Last modified date , Modified by , Primary key value , and Save the record .
  • To get all the existing records from the PostgreSQL database table, use fplowing LINQ query in EntityDataSource contrp's SelectCommand property:
  • Now, click on GetCustomers button contrp to fetch all records from PostgreSQL database table specified above by using EntityDataSource contrp's select command property in step 19 above as shown below:
  • Now you can see all records fetched from PostgreSQL database table selected in EntityFormView contrp of Microsoft Dynamics CRM application as shown below:

In this article, I have discussed about how to integrate Microsoft dynamics CRM with PostgreSQL database using data services. Hope this article helps you understanding more about how data services work together with PostgreSQL database to provide us with a great spution for our organization's data needs.

The process to integrate Microsoft Dynamics CRM and PostgreSQL may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.