Feat: Add integration with Microsoft Dynamics 365 Sales (CRM)

[mit-27]

• Fixes #624

• /claim #624

• Tasks

  • [x] Test all objects
  • [x] Aggregate {emails, appointments, phonecalls} into engagement

• Object Details

  • Companies

    • Business that represents a customer or potential customer. The company that is billed in business transactions.
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/accounts

  • Contacts

    • Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/contacts

  • Engagement

    • Aggregation of {Email, Appointment, PhoneCalls}
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/emails
    [organization URI]/api/data/v9.2/appointments
    [organization URI]/api/data/v9.2/phonecalls

  • Notes

    • Note that is attached to one or more objects, including other notes.
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/annotations

  • Deals

    • Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/opportunities

  • Tasks

    • Generic activity representing work needed to be done. (For current authenticated user)
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/tasks

  • Users

    • Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
    • Third-party Endpoint:

    [organization URI]/api/data/v9.2/systemusers

Summary by CodeRabbit

• New Features

  • Added support for Microsoft Dynamics Sales integration across various modules (contacts, deals, tasks, notes).
  • Introduced new data mappings and services for managing Microsoft Dynamics Sales entities.
  • Expanded the CRM connectors to include Microsoft Dynamics Sales.

• Bug Fixes

  • Improved error handling and logging in Microsoft Dynamics Sales services.

• Documentation

  • Updated module documentation to reflect new Microsoft Dynamics Sales functionalities.

• Chores

  • Cleaned up code formatting and removed unnecessary whitespace for better readability.

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Latest commit: 87324457e3616f4181ffa62c8f42e18a885774c1

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Walkthrough

## Walkthrough The changes introduce a comprehensive integration with Microsoft Dynamics 365 Sales (CRM), enhancing functionalities and data structures to manage various CRM entities, including companies, contacts, deals, notes, tasks, and users. This integration includes modifications to SQL scripts, type definitions, services, and mappers to facilitate seamless data interaction between the CRM system and Microsoft Dynamics 365. ## Changes | Files | Change Summary | |-------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | `packages/api/scripts/init.sql`, `packages/api/scripts/seed.sql` | Added a new boolean column `crm_microsoftdynamicssales` to the `connector_sets` table and updated the seed data accordingly. | | `packages/api/src/@core/utils/types/original/original.crm.ts` | Expanded type definitions to include Microsoft Dynamics Sales types for contacts, deals, companies, notes, tasks, and users. | | `packages/api/src/crm/company/company.module.ts`, `packages/api/src/crm/contact/contact.module.ts`, `packages/api/src/crm/deal/deal.module.ts`, `packages/api/src/crm/note/note.module.ts`, `packages/api/src/crm/task/task.module.ts` | Imported and exported new services and mappers for Microsoft Dynamics Sales integration. | | `packages/api/src/crm/company/services/microsoftdynamicssales/index.ts`, `packages/api/src/crm/contact/services/microsoftdynamicssales/index.ts`, `packages/api/src/crm/deal/services/microsoftdynamicssales/index.ts`, `packages/api/src/crm/note/services/microsoftdynamicssales/index.ts`, `packages/api/src/crm/task/services/microsoftdynamicssales/index.ts` | Implemented services for managing Microsoft Dynamics Sales entities, including methods for adding and synchronizing data. | | `packages/api/src/crm/company/services/microsoftdynamicssales/mappers.ts`, `packages/api/src/crm/contact/services/microsoftdynamicssales/mappers.ts`, `packages/api/src/crm/deal/services/microsoftdynamicssales/mappers.ts`, `packages/api/src/crm/note/services/microsoftdynamicssales/mappers.ts`, `packages/api/src/crm/task/services/microsoftdynamicssales/mappers.ts` | Created mappers to transform data between Microsoft Dynamics Sales format and the unified CRM format for various entities. | | `packages/shared/src/connectors/enum.ts`, `packages/shared/src/connectors/index.ts` | Updated the `CrmConnectors` enum and `CRM_PROVIDERS` list to include Microsoft Dynamics Sales as a new integration option. | ## Assessment against linked issues | Objective | Addressed | Explanation | |--------------------------------------------------------------|-----------|--------------------------------------------------| | Add integration with Microsoft Dynamics 365 Sales (CRM) (624) | ✅ | | | Integrate with various objects: Companies, Contacts, Deals, Notes, Tasks, Users (624) | ✅ | | | Support both reading and writing data (624) | ✅ | |

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