Integration with Dynamics? (CSI Core sync with Dynamics Customer+Field Service)

Legacy Contributor

Has anyone already developed (or used?) an integration between CSI and Dynamics?

We're looking at the Customer Service and Field Service modules of Microsoft Dynamics, and they seem more interesting than CSI's Service module (the UI is a tough sell for Sales and Customer Service people).

If our company ends up choosing Dynamics for our Service department, we will have to sync our ERP (CSI 9.01.01 on-premise, hopefully upgrading to version 10 within 1-2 years) with Dynamics' API.

I don't know if it's relevant but we do not have Infor OS, Tech Stack, Ming.le, ION. Only CSI with QCS module (and CPQ and Factory Track).

I have not yet looked at Mongoose' API but I know it exists and it is "documented" (not having high hopes for the doc quality though, coming from Infor).

I'm looking for a reference, or package/library/code, or partnership, or advice, regarding such an integration.

Legacy Contributor

We are currently on version 8.03 (on prem) and implemented Dynamics Field Service (in the cloud) at the start of the year.  We love the Dynamics Field Service product thus far.  We imported data from CSI into Dynamics using the Dynamics Data Import feature.  Our data volumes are small so we are able to manage synchronization manually until we integrate.  We just this week kicked off an integration project.  Instead of going the API route, we have opted for a custom integration.  We are using a product recommended by our Dynamics integration consultant called Kingswaysoft which will bring the data from Dynamics into our SQL environment and we will develop SQL programs in-house to bring the data into CSI.