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[Admin Panels](/categories/admin) 4. / 5. otago/crm ActiveSilverstripe-vendormodule[Admin Panels](/categories/admin) otago/crm ========= CRM SilverStripe integration 6.1(6mo ago)26.1kBSD-3-ClausePHP Since Mar 13Pushed 6mo ago4 watchersCompare [ Source](https://github.com/otago/crm)[ Packagist](https://packagist.org/packages/otago/crm)[ RSS](/packages/otago-crm/feed)WikiDiscussions master Synced 1mo ago READMEChangelog (10)Dependencies (1)Versions (19)Used By (0) Microsoft Dynamics CRM API dynamics SilverStripe ================================================ [](#microsoft-dynamics-crm-api-dynamics-silverstripe) Using `sendBatchRequest` in CRM Integration ------------------------------------------- [](#using-sendbatchrequest-in-crm-integration) The `sendBatchRequest` function is a powerful function for interacting with CRM, allowing you to perform multiple operations in a single HTTP request. This method is particularly useful for applications that need to execute several CRUD (Create, Read, Update, Delete) operations on a CRM system efficiently. Below are examples, use cases, and advantages of using `sendBatchRequest`. ### How to Use `sendBatchRequest` [](#how-to-use-sendbatchrequest) To use `sendBatchRequest`, you need to prepare an array of operations you wish to perform. Each operation in the array should specify the HTTP method (`POST`, `GET`, `DELETE`, etc.), the target URL (relative to the CRM base URL), and, if applicable, the data payload. #### Example: [](#example) ``` use OP\CRM; // Step 1: Define the operations $operations = [ [ 'method' => 'DELETE', 'url' => "/Lead(LeadID=3)", ], [ 'method' => 'POST', 'url' => "/Lead", 'data' => [ "FirstName" => "John", "LastName" => "Doe", "Email" => "john.doe@example.com", "Phone" => "123-456-7890", ], ], ]; // Step 2: Send the batch request $response = CRM::sendBatchRequest($operations); // Step 3: Optionally Handle the Fibre. If you want to check the fibre result, this will cause it to block echo $response; ``` you can handle other operations while `sendBatchRequest` executes in the background ----------------------------------------------------------------------------------- [](#you-can-handle-other-operations-while-sendbatchrequest-executes-in-the-background) sendBatchRequest sends requests using cURL in a Fiber for asynchronous execution. It sets up HTTP headers, including Content-Length and Authorization with a bearer token, and executes a cURL session to send the request. It checks for cURL errors and HTTP status codes outside the 200-299 range, logging any issues encountered using a LoggerInterface. After executing the request and handling errors, it closes the cURL session and returns the response. The operation is wrapped in a Fiber, allowing it to run concurrently with other tasks, and the Fiber is started before the method returns the Fiber object itself. This approach enhances performance by enabling non-blocking I/O operations. ### When to Use `sendBatchRequest` [](#when-to-use-sendbatchrequest) - **Bulk Data Operations**: When you need to perform multiple operations on the CRM data, such as creating, updating, or deleting several records at once. - **Efficiency**: To reduce the number of HTTP requests made to the CRM server, thereby minimizing network latency and improving the overall performance of your application. - **Transactional Operations**: If your use case requires that multiple operations be treated as a single transaction (i.e., all succeed or all fail together). ### Why `sendBatchRequest` Is Great [](#why-sendbatchrequest-is-great) - **Performance Optimization**: By bundling multiple operations into a single request, `sendBatchRequest` significantly reduces the overhead caused by HTTP request/response cycles. - **Simplified Error Handling**: Handling errors becomes simpler because you only need to parse a single response, even when performing multiple operations. - **Enhanced Scalability**: Applications that frequently interact with CRM data can scale more effectively, as the reduced number of HTTP requests lowers the strain on both the client and server resources. - **Transactional Integrity**: For CRMs that support transactional batches, `sendBatchRequest` can ensure that a set of operations either all succeed or fail together, maintaining data integrity. **Register your Azure application to communicate with CRM** 1. Create a user account in your Microsoft 365 environment to be used as the token generator for your web application (e.g. [webtoken@your\_organisation.onmicrosoft.com](mailto:webtoken@your_organisation.onmicrosoft.com)). 2. Add the user account to Dynamics 365 preferably with full permissions. 3. In Microsoft Azure Active Directory, create a Native Application in the App Registrations area. [![Step 3](images/azure1.png)](images/azure1.png) 4. Within your Native Application, go to Owners and add the user account [![Step 4](images/azure2.png)](images/azure2.png) 5. Within your Native Application, go to 'Required permissions' and add 'Dynamics CRM Online'. You must then go to Dynamics' Delegated Permissions and check 'Access CRM Online as organization users'. [![Step 5](images/azure3.png)](images/azure3.png) 6. Within your Native Application, go to 'Keys' and generate a new key. Be sure to save the generated value somewhere for later use. [![Step 6](images/azure4.png)](images/azure4.png) 7. You should now have everything you need to use the CRM module. don't forget to use .htaccess to block the cache if you store it in your assets folder ====================================================================================== [](#dont-forget-to-use-htaccess-to-block-the-cache-if-you-store-it-in-your-assets-folder) RedirectMatch 404 ^/assets/jsoncache/.\*$ Using the Envornment version: ============================= [](#using-the-envornment-version) ================== **Add your application details into .env** Create a .env file and add the following: ``` AZUREAPPLICATIONCLIENT="XXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXX" AZUREAPPLICATIONSECRET="my secret key that came from azure portal" AZUREAPPLICATIONENDPOINT="https://login.microsoftonline.com/XXXXXXXXXXXXX/oauth2/token" AZUREAPPLICATIONRESOURCELOCATION="https://.dynamics.com" ``` ================== **Use the Microsoft Dynamics 365 Web API** ================== **Examples** Post data to CRM ``` try { CRM::request( 'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads', 'POST', array( "subject" => "Website Enquiry", "emailaddress1" => $do->YourEmail, "firstname" => $do->YourName, "jobtitle" => $do->Message ) ); } catch ( Exception $e) { throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage()); } ``` Retrieve data from CRM - return only firstname and lastname - only return the first 3 pages ``` try { CRM::request( 'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads?$select=firstname,leadid', 'GET', array(), array('Prefer: odata.maxpagesize=3') ); } catch ( Exception $e) { throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage()); } ``` Update a object's fields by ID ``` try { CRM::request( 'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads(bf830ffd-2047-e711-8105-70106fa91921)', 'PATCH', array( "subject" => "123 Website Enquiry", "email address1" => $do->YourEmail, "firstname" => $do->YourName, "jobtitle" => $do->Message ) ); } catch ( Exception $e) { throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage()); } ``` Update an individual field for a object by ID ``` try { CRM::request( 'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads(bf830ffd-2047-e711-8105-70106fa91921)/subject', 'PUT', array( "value" => "321 Website Enquiry" ) ); } catch ( Exception $e) { throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage()); } ``` Delete a object by ID ``` try { CRM::request( 'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads(bf830ffd-2047-e711-8105-70106fa91921)', 'DELETE' ); } catch ( Exception $e) { throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage()); } ``` ### Health Score 46 — FairBetter than 93% of packages Maintenance65 Regular maintenance activity Popularity25 Limited adoption so far Community11 Small or concentrated contributor base Maturity69 Established project with proven stability Bus Factor1 Top contributor holds 88% of commits — single point of failure How is this calculated?**Maintenance (25%)** — Last commit recency, latest release date, and issue-to-star ratio. Uses a 2-year decay window. **Popularity (30%)** — Total and monthly downloads, GitHub stars, and forks. Logarithmic scaling prevents top-heavy scores. **Community (15%)** — Contributors, dependents, forks, watchers, and maintainers. Measures real ecosystem engagement. **Maturity (30%)** — Project age, version count, PHP version support, and release stability. ### Release Activity Cadence Every ~142 days Recently: every ~28 days Total 18 Last Release 207d ago Major Versions 0.0.2 → 4.0.02019-03-13 4.7 → 5.02023-07-16 5.1.4 → 6.02025-07-03 ### Community Maintainers ![](https://avatars.githubusercontent.com/u/67215?v=4)[torleif](/maintainers/torleif)[@torleif](https://github.com/torleif) --- Top Contributors [![torleif](https://avatars.githubusercontent.com/u/67215?v=4)](https://github.com/torleif "torleif (22 commits)")[![Alastairkn](https://avatars.githubusercontent.com/u/15573766?v=4)](https://github.com/Alastairkn "Alastairkn (3 commits)") --- Tags web servicesilverstripeebs ### Embed Badge ![Health badge](/badges/otago-crm/health.svg) ``` [![Health](https://phpackages.com/badges/otago-crm/health.svg)](https://phpackages.com/packages/otago-crm) ``` ### Alternatives [silverstripe/admin SilverStripe admin interface 262.6M325](/packages/silverstripe-admin)[colymba/gridfield-bulk-editing-tools Silverstripe CMS GridField component to upload images/files and edit records in bulk 94677.2k39](/packages/colymba-gridfield-bulk-editing-tools)[stevie-mayhew/hasoneedit Allows editing the fields of a has\_one object directly in the CMS 21225.4k11](/packages/stevie-mayhew-hasoneedit)[plastyk/dashboard An extendable dashboard for Silverstripe 2243.0k2](/packages/plastyk-dashboard)[icecaster/versioned-gridfield VersionedGridFieldDetailForm, for managing Sitetree (or any other versioned objects) in CMS interfaces, such as ModelAdmin 1946.2k1](/packages/icecaster-versioned-gridfield) PHPackages © 2026 [Directory](/)[Categories](/categories)[Trending](/trending)[Changelog](/changelog)[Analyze](/analyze)