Article

Microsoft Dynamics 365/CRM business process integration with webhooks

by Herve Roggero
Partner, Blue Syntax Consulting, Blue Syntax Consulting

In this article I will provide an overview of how you can implement business processes from Microsoft Dynamics 365  for Customer Engagement using webhooks and serverless technologies. I will first introduce you to the concept of webhooks, along with their benefits, and how you can easily extend Dynamics 365 by forwarding business events to external systems through Azure Functions.

Generally speaking, a webhook is a lightweight callback mechanism that systems can use to inform other systems of events taking place, such as when a new customer has been added. The power of a webhook lies in its simplicity: Any system with the ability to send an HTTP command can send an event to other systems that support webhooks.  This means that the source system sending the event needs to know how to send an HTTP request (outbound), and the system receiving the event needs to accept HTTP requests (inbound). In other words, webhooks implement a point-to-point communication pattern.

Without webhooks, informing other systems of events taking place requires relatively significant development effort due to differences in authentication schemes, payload formatting and service layers (such as Web Services vs. REST).

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Azure Functions Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Power Automate Workflow Management
About Herve Roggero
Strategist. Catalyst. Storyteller. Herve Roggero is recognized for his thought leadership and passion for providing accessibility to data in the tech space. Herve’s knack for distilling complex real-time data consumption challenges and presenting digestible solutions make him the ideal speaker, teacher, and teammate. From Principal Consultant at PWC, where he pioneered the first-ever fully automated and still-implemented Hoteling system, to Managing Partner of Blue Syntax Consulting, and Founder of Enzo Unified and Enzo Online, Herve has curated a global network and countless success stories 20 years in the making. Known among both colleagues and clients for his dynamic mindset and forward-thinking nature, Herve has secured his status as thought leader and patent holder. His leadership skills and proven knowledge of Microsoft Azure are a testament to his commitment to ultimately increasing operational efficiency - so much so that Herve has reached Microsoft Azure MVP status, an honor given to only a few standout candidates who impact everyday in the overall Microsoft technology community. Herve is the Co-Author of PRO SQL Azure, PRO Windows Azure SQL Database and PRO SQL Server 2012 Practices (from APress), a PluralSight author, and runs the Azure Florida Association.
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