?>

Microsoft Dynamics CRM + PostgreSQL Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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

Looking for the PostgreSQL Alternatives? Here is the list of top PostgreSQL Alternatives

  • MSSQL MSSQL
  • MySQL MySQL

Best ways to Integrate Microsoft Dynamics CRM + PostgreSQL

  • Microsoft Dynamics CRM PostgreSQL

    Microsoft Dynamics CRM + PostgreSQL

    Create Row to PostgreSQL from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    PostgreSQL Create Row
  • Microsoft Dynamics CRM PostgreSQL

    Microsoft Dynamics CRM + PostgreSQL

    Update Row in PostgreSQL when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    PostgreSQL Update Row
  • Microsoft Dynamics CRM PostgreSQL

    Microsoft Dynamics CRM + PostgreSQL

    Create Row to PostgreSQL from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    PostgreSQL Create Row
  • Microsoft Dynamics CRM PostgreSQL

    Microsoft Dynamics CRM + PostgreSQL

    Update Row in PostgreSQL when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    PostgreSQL Update Row
  • Microsoft Dynamics CRM PostgreSQL

    Microsoft Dynamics CRM + PostgreSQL

    Create Row to PostgreSQL from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    PostgreSQL Create Row
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{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.

  • Updated Lead

    Triggers when a lead is updated.

  • 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 authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PostgreSQL as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to PostgreSQL.

    (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.