Microsoft Azure Logic apps
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This document provides an overview of Logic Apps and how to connect Salesforce and Microsoft Dynamics CRM using Logic Apps. It discusses Logic App terms, pricing plans, how to access and create Logic Apps, and how to connect Logic Apps to Salesforce and Dynamics CRM. It also covers using connectors as triggers and actions in Logic Apps and customizing the CRM and Salesforce platforms for integration.
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Microsoft Azure Logic apps
- 1. Logic Apps • Subhash Mahato (CRM Technical Consultant) • Priyesh Wagh (CRM Technical Consultant)
- 2. Agenda • Introduction • Logic Apps Terms • Minimum Requirement & Price And Services • How to Access Logic app? • Connect to SFDC • How to Connect With CRM
- 3. Agenda • Triggers and Actions • Operations Available in CRM • Operations Available in SFDC • Customizations • Integration Between SFDC and Microsoft dynamics CRM • Check Status
- 4. Introduction • Logic Apps Definition Language • Why Logic Apps? • Easy to use design tools • Compose SaaS easily • Get started quickly from templates • Extensibility baked-in • Real integration horsepower
- 5. Logic Apps Terms • Workflow • Managed APIs • Triggers • Actions
- 6. Minimum Requirement, Price And Services • An Azure subscription. If you don’t have one you can get one free trial from the Azure web site • A Salesforce development environment. You can get a free Salesforce Developer instance from the Salesforce Developer’s web site. • When you register you will get an email with information about how to connect to the instance. • A Dynamics CRM Online account
- 7. Basic Service Plan Standard Service Plan
- 8. How to Access Logic app? • Before your logic app can access any service, you first need to create a connection to the service. A connection provides connectivity between a logic app and another service. List of connectors • https://azure.microsoft.com/en- in/documentation/articles/apis-list/ • Login to Azure portal • New Web +Mobile Logic App
- 9. How to Access Logic app
- 10. Connect to SFDC • Connect with SFDC • Select the option Login
- 11. Connect to SFDC
- 12. Connect to Dynamics CRM Online • Connect with Dynamics CRM Online • Select the option Login
- 13. Connect to Dynamics CRM Online
- 14. Triggers and Actions • Connectors as Triggers • Poll Triggers • Push Triggers • Connectors as Actions
- 15. Operations Available in CRM •
- 16. Operations Available in SFDC •
- 17. Customization • Customization • CRM • Add a field in “SFDC ID” • SFDC • Add a field in Salesforce “CRM GUID”
- 18. Integration Between Microsoft dynamics CRM and SFDC
- 19. 2016 CloudFronts Technologies LLP, All Rights Reserved. 19 Contact us: www.cloudfronts.com info@cloudfronts.com https://twitter.com/cloudfronts https://www.youtube.com/cloudfronts https://www.linkedin.com/pub/anil-shah/4/52b/a62
- 21. 2015 CloudFronts Technologies LLP, All Rights Reserved. 21
Editor's Notes
- Hello Everyone, Welcome to Webinar on Logic Apps Myself Subhash Mahato, CRM Technical Consultant with “Priyesh Wagh”, we will walk you through the new features of Logic Apps. Throughout the meeting everyone will be muted. So in case of any questions you can put it in chat window and we will answer all of them at the end of the session. <Move to next slide: Agenda>
- Let’s see what we are going to look at in this session: We will go through the Introduction first. The, Minimum Requirements We will also review current Price and services offered. We will see How to access the logic Apps. Then comes How to access Logic Apps And How to Connect With CRM. <Move to next slide: Agenda>
- We will see the operations available in the Microsoft Dynamics CRM in logic Apps, we will also look into the various operations available in the SDFC We will look into various trigger and functions available. Some basic customization is also we will take a look at. How does it looks when the operation is executed successfully in the logic App and check the status of the integration. <Move to next slide: Introduction>
- Let’s see what Logic Apps Definition Language actually is: Azure App Service is a fully managed PaaS (Platform as a Service ) for developers that makes it easier to build web, mobile, and integration apps. Logic Apps are a part of this suite and allow any technical user or developer to automate business process execution and workflow using an easy-to-use visual designer. Best of all, Logic Apps can be combined with built-in Managed APIs to help solve even tricky integration scenarios with ease: Why Logic Apps? Logic Apps allow developers to design workflows that start from a trigger and then execute a series of steps. Each step invokes an API whilst securely taking care of authentication and best practices, like checkpointing and durable execution. Easy to use design tools - Logic Apps can be designed end-to-end in the browser. Start with a trigger - from a simple schedule to whenever a tweet appears about your company. Then orchestrate any number of actions using the rich gallery of connectors. Compose SaaS easily - Even composition tasks that are easy to describe are difficult to implement in code. Logic Apps make it a cinch to connect disparate systems. Want to create a task in your CRM software that is based on the activity from your Facebook or Twitter accounts? Want to connect your cloud marketing solution to your on-premises billing system? Logic apps are the fastest, most reliable way to deliver solutions to these problems. Get started quickly from templates - To help you get started we've provided a gallery of templates that allow you to rapidly create some common solutions. From advanced BizTalk solutions to simple SaaS connectivity, and even a few that are just 'for fun' - the gallery is the fastest way to understand the power of Logic Apps. Extensibility baked-in - Don't see the API you need? Logic Apps is designed to work with API apps; you can easily create your own API app to use as a custom API. Build a new app just for you, or share and monetize in the marketplace. Real integration horsepower - Start easy and grow as you need. Logic Apps can easily leverage the power of BizTalk, Microsoft's industry leading integration solution to enable integration professionals to build the solutions they need. Platform as a service (PaaS) is a category of cloud computing services that provides a platform allowing customers to develop, run, and manage applications without the complexity of building and maintaining the infrastructure typically associated with developing and launching an app Software as a service (or SaaS) is a way of delivering applications over the Internet—as a service. Instead of installing and maintaining software, you simply access it via the Internet, freeing yourself from complex software and hardware management. <Move to next slide: Logic App Terms>
- The following are some of the key pieces that comprise the Logic Apps experience. These are required to get familiar with to be efficiently use LogicApp Workflow - Logic Apps provides a graphical way to model your business processes as a series of steps or a workflow. Managed APIs - Your logic apps need access to data and services. Managed APIs are created specifically to aid you when you are connecting to and working with your data. Triggers - Some Managed APIs can also act as a trigger. A trigger starts a new instance of a workflow based on a specific event, like the arrival of an e-mail or a change in your Azure Storage account. Actions - Each step after the trigger in a workflow is called an action. Each action typically maps to an operation on your managed or custom API apps. <Move to next slide: Minimum Requirement>
- To work with the Logic apps you need to have an Azure subscription, as this is available on the Azure plate where you can develop the logic Apps. Other two system Required here just for the demo purpose, in your case this can be any other system that is listed on the Managed API. So to make this demo working you must have access to SFDC and Dynamics CRM Online.
- Basic Service Plan: Designed for apps that have lower traffic requirements and do not need more advanced auto scale and traffic management features. Pricing is based on the size and number of VM instances you run. Built-in network load balancing support automatically distributes traffic across VM instances Standard Service Plan: Designed for production API, Mobile and Web apps. There are no limits on the number of apps/domains you can host using the Standard service plan. Pricing is based on the size and number of VM instances you run. Built-in network load balancing support automatically distributes traffic across the VM instances. The Standard plan includes built-in autoscale support that can automatically adjust the number of VM instances running to match your traffic needs. It also includes built-in backup support. Premium Service Plan Designed for production apps, the Premium plan supports larger numbers of scale instances, additional connectors and BizTalk capabilities, while still including all the advanced capabilities found in the Standard plan. The Premium plan also offers the ability to create App Service Environments (ASE) which provide full isolation and operate in the customer’s virtual network and can scale up to 50 instances (more available upon request). ASE deployments also support P4 cores. You can find more details on App Service Environments
- Before your logic app can access any service, you first need to create a connection to the service. A connection provides connectivity between a logic app and another service. List of connectors Login to Azure portal New Web +Mobile Logic App
- Before you can use your Salesforce account in a logic app, you must authorize the logic app to connect to your Salesforce account. Fortunately, you can do this easily from within your logic app on the Azure Portal. To create a connection to Salesforce, in the logic app designer, select Show Microsoft managed APIs in the drop down list then enter Salesforce in the search box. Select the trigger or action you'll like to use: If you haven't created any connections to Salesforce before, you'll get prompted to provide your Salesforce credentials. These credentials will be used to authorize your logic app to connect to, and access your Salesforce account's data: Provide your Salesforce user name and password to authorize your logic app: Allow us to connect to Salesforce: https://azure.microsoft.com/en-in/documentation/articles/connectors-create-api-salesforce/
- We will have a demo on how to connect with the SFDC on Logic Apps.
- Before using your Dynamics account in a logic app, authorize the logic app to connect to your CRM Online account. You can do this easily within your logic app on the Azure portal. Authorize your logic app to connect to your CRM Online account using steps: Create a logic app. In the Logic Apps designer, select Show Microsoft managed APIs in the drop down list, and then enter "dynamics" in the search box. Select one of the triggers or actions: If you haven't previously created any connections to Dynamics, you are prompted to sign in using your Dynamics credentials: Select Sign in, and enter your user name and password. Select Sign in. These credentials are used to authorize your logic app to connect to, and access the data in your Dynamics account. 4. Notice the connection has been created. Now, proceed with the other steps in your logic app:
- Let see how we can connect with the Dynamics CRM Online
- Connectors as Triggers Several connectors provide triggers for Logic Apps. These triggers are of two types: Poll Triggers: These triggers poll your service at a specified frequency to check for new data. When new data is available, a new instance of your Logic App runs with the data as input. To prevent the same data from being consumed multiple times, the trigger may clean-up data that has been read and passed to the Logic App. Examples of such connectors are File, SQL, and Azure Storage. Push Triggers: These triggers listen for data on an endpoint or for an event to occur. Then, trigger a new instance of a Logic App. Examples of such connectors are HTTP Listener and Twitter. Connectors as Actions Connectors can also be used as actions within your Logic App. Actions are useful for looking up data within the Logic App that can then used in the execution. For example, you may need to look up data from a SQL database for additional information about a customer when processing an order. Or, you may need to write, update or delete data in a destination. You can do this using the actions provided by the connectors. Actions map to operations in API Apps (as defined by their Swagger metadata).
- As you can see various operations are listed that can be perform in CRM Side This operations are categorized in two type Trigger: When a record is created When a record is updated This operation are basically trigger point at CRM end.so, when ever a record is created/updated/deleted, and you can perform the desire action Action: Creata a new record Update a record Get a records Are action which will either create/update/ delete the record in CRM.
- Similar SFDC has trigger and action which has same behavior as of the CRM Trigger: When object is created When object is updated This operations are perfomed in SFDC and Logicapps get trigger when ever a record is created/updated Actions: Create object Get objects Delete object Update object Are action this can change or get the data.
- CRM While updating a record in CRM from Salesforce we need to have an identifier at CRM end so, it can identify the record which has been created form Salesforce, custom field has been created with “SFDC Id” name. Salesforce While creating record in CRM from sales force we need to have unique identifier of that record so, that we can update them.
- We will have a details demo on how to create and updated a record in Microsoft dynamics CRM from SFDC.
- We have few questions let me read it out, We have covered all the topics mentioned in our agenda, thank you so much for attending todays session, if you have got any question you can always get in touch to us through our website, or email us at info@cloudfronts.com and you can also tweet us on @cloudfronts. For the question which has already been asked we will answer them through mail. The presentation for todays webinar along with the recording will be mailed to all of you within 24hrs. GO to Next Slide
- Before ending todays session just wanted to update with regards to the up-coming webinars which are listed over here…… So guys have good day, see you on the next session on 21st Oct 2015 along with Pankaj Shukla & Anil Shah.