I am Stamati Crook from www.redware.com and very experienced with Microsoft CRM but fairly new to Drupal. I have been working with Microsoft CRM for a few years now and have an integration product that integrates Microsoft CRM (all versions including 2011 online) with the leading small business accounting package here in the UK (Sage 50). I have done a lot of work for different customers normally around the area of billing and sales orders and invoicing and so forth. I have also published a handbook online and at amazon at: http://www.redware.com/handbooks/mscrmhandbook.html
I have been interested in Drupal for a while now and built a couple of sites using modules only (no code) and am now moving into Drupal development. One angle I am exploring is to help businesses that are heavily invested in Microsoft infrastructure to use Drupal as their customer facing website. It was great therefore to see Microsoft at DrupalCon. Some initial areas that are interesting to me are:
1. Displaying existing SQL Server out over the internet to logged on users via drupal
2. A customer facing website built in drupal to display, for example, orders and helpdesk status using data from Microsoft CRM.
3. Display exchange addresses and calendar via drupal
4. Intranet users authenticating (using windows authentication) onto Drupal and controlling security according to active directory roles for example
Many CRM installations feel the need for a branded customer portal using CRM data and indeed there are ‘accelerators’ from the CRM team that provide this. Drupal lends itself however to building up all the content needed for a good customer service website and seems a good match. There are many things to explore and it might be a good idea to explore them together – even better if there is a potential customer there who might fund or at least test any development in the real world.
There are several technical approaches to pursue and issues to resolve but I suppose we need to start with what we think a CRM user would want from a Drupal integration ?
A quick investigation shows some areas for discussion around the technical architecture:
1. CRM 2011 has JSON support from JavaScript but only for Javascript on a CRM form and not an external site (it may however be possible to hack this somehow?).
2. There is a CRM 4.0 drupal module for MSCRM which should be looked at.
3. CRM 2011 (online) requires Windows Live authentication and there is a PHP library for this and on premise requires normal windows authentication has been problematic previously from php sites.
4. The web services in CRM are complex and are best wrapped up to make them sensible. This is better for CRm 2011 but still an issue.
5. An alternative that avoids all these issues is to build a (commercial?) .NET website that receives instructions and logs on to the CRM 2011 return json or other suitable data.
These are thoughts to get some ideas flowing...
Best... Stamati
Comments
CRM 4 & d6
Hi Stamati,
I work for a UK Adult Education charity (http://www.niace.org.uk). We have a drupal 6 site and use Dynamics CRM 4. We have the following integration in place:
The basic user integration was developed by a pair of external agencies (a Microsoft ISV and a web design firm). It uses the idea you mentioned above - an intermediary .NET web service that passes data back and forth between CRM and drupal. The basic result is that any new drupal user automatically becomes a CRM contact.
We wanted to do more though (and my .NET experience is minimal) so we've built a small suite of d6 modules that talk directly to CRM and handle user preferences and pushing webform submissions into CRM records. It uses NuSoap and a slightly modified version of the DynamicsCRM class from this project http://phpmscrm.codeplex.com/
As you can see our primary interest (so far!) is in consuming from the web into CRM rather than outputting, but that's one of the next tasks on my list. We have not yet looked into moving to CRM 2011 and don't plan on moving to drupal 7 soon.
Your number 4 from "areas that are interesting": Active directory authentication/role management. Have a look at http://drupal.org/project/ldap_integration (d6) and http://drupal.org/project/ldap (d7).
Thanks for getting this started
Dan
Feeds from CRM to Drupal
Hi Dan,
Are you interested in sharing your modules? My institution has created a feed handler for moving data from CRM 2011 into Drupal 7 via feeds. Next were looking a moving data from Drupal Webforms into CRM as leads ... we used the same NuSoap based libraries from Codeplex. We used the CRM 4 soap apis, so it should work for MS CRM 4.0 as well.
Our Feeds handler is pretty basic with both sets of functionality it might be possible to start building up a decent MSCRM integration module.
We would be very interested
We would be very interested in this as well. Would you be able to share any of your modules? We need to export information from Microsoft DSCRM into Drupal.
How far have you got?
Hi Stamati and Dan,
How far did you get with this? - specifically:
I have a client that's looking to integrate this functionality via Open Atrium.
Thanks,
Clive
Sorry I have not put much effort into this so far...
Clive
Sorry but I have not progressed far with this. I have been thinking it may be easier to build a WebAPI framework that accesses Microsoft CRM and then access from Drupal using javascript. DanSeagrave (above) seems to have a better apporach and I should really get in touch with him soon and do some work on this.
Sorry I cannot be of help.
Stamati
Thanks
Hi Stamati,
Thanks for getting back to me - there may be some synergy between our work and your approach.
Will let you know if it develops.
Clive