Addovation Sync - CRM - White Paper

Last Updated: 2024-12-02

Overview

  • Addovation Sync - CRM is a cloud-based bidirectional synchronization engine for replicating CRM information between Microsoft 365 Exchange Online and IFS .

  • It uses standard IFS component for communicating with IFS and Microsoft Graph API for handling the communication with Exchange online.

Infrastructure & technology

  • The solution can be illustrated as following:

  • Microsoft Graph API is used for communication to and from Microsoft 365.
    • OAuth2 is used as authorization method (token from Azure AD).
    • Requires an application which is registered in Azure AD for the customer.
    • Multi-Domains are supported.
  • Addovation Sync - CRM uses Azure Application Insights for logging of the transactions.

System requirements

  • Deploy APIs on IFS and configure IFS Connect (Queue).
  • App registration in Azure Active Directory.
  • Need Azure AD user group with sync enabled users.
  • Addovation needs the ability to deploy APIs, configure IFS Connect and to add Custom fields and permission sets in IFS Applications.
  • Need Azure Logic Apps and Application Insights on customer tenant.
  • Need to deploy add-in on customer domain if decided to use Addovation add-in for synchronisation.
Note

There is no support for Azure Stack nor Microsoft Exchange on-premise.

Configuration requirements

  • The application must be registered in the customer’s Azure Active Directory.

  • This requires ClientId & ClientSecret from Azure AD.

  • Addovation must be able to install custom field(s) and permission sets in IFS Applications.

  • An integration user is required to run the service.

Note

Refer ‘Setup Guide’, to configure logic apps and azure application insights.

Compatibility matrix

  • Addovation Sync - CRM is compatible with/requires the IFS Applications:
SUPPORTS / REQUIRES VERSION / BITNESS M365 CRM
IFS APPLICATIONS 7 Close
IFS APPLICATIONS 8 Close
IFS APPLICATIONS 9 Close
IFS APPLICATIONS 10 Close
IFS CLOUD 21R1 Checkmark
IFS CLOUD 21R2 Checkmark
IFS CLOUD 22R1 Checkmark
IFS CLOUD 22R2 upd 3 Checkmark
Note

If user needs to use Addovation Add-in, IFS Applications should support projections.

Limitations

Non-standard authentication configurations towards IFS Applications is not supported. Installations where customizations that might affect standard APIs are being used is not supported. For a full specific list of used queries and APIs please contact Addovation.

  • Events that are marked as private in Microsoft365 will not be synchronized.
  • Possibility to use Addovation Add-in in Microsoft 365 Meeting to connect to the correct customer/ business lead.
  • Possibility to use Addovation Add-in in Microsoft 365 Contact to connect to the correct customer/ business lead.
  • Synchronization can only be configured to use either main representative contacts and events.
Note

Please read the functional specification for detailed list of requirements for the solution.

GDPR compliance

  • Addovation Sync - CRM obeys regulations controlled by GDPR and communicates in the same way as IFS Applications Enterprise Explorer 9 and 10.

  • The information that is being stored is on the Azure Cosmos DB that are settings in the configuration file:

Client ID/ Client Secret : IDs which grant access for Addovation Sync - CRM Service to communicate with Microsoft applications (Outlook & Calendar) with specified access level.

IFS User/Password/AppOwner: Credential which are used to login to IFS applications.

Instrumentationkey: This is used to access the specified Azure Application Insights in Customer which is connected with Addovation Sync -CRM Service. ADM10_1040.10.150

Share Point Site: The SiteId of the created SharePoint site of the customer, for the domain.