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Microsoft Dynamics CRM (Archived)

Can I connect remotely to Dynamics?

Posted on by 225

I'm developing several small "iframes" in our current project. What I do is that I in in Visual Studio Code and write html/js/css and then copy&paste the source to a webresource in the solution I'm working on. 

I try to develop a lot of the UI stuff before polling entities and the way I do it as described above does take time. I have to copy the code, paste the code (if im not saving a the file rather then editing source if a resource). Then publish the webresource, reload the website. Discovering a small error and redo the whole progress. It takes time.

So, how do you guys do it? I think there are 1 of two options, but I've not found any documentation as I dont think doing "stuff with iframe" is that common(?).

1) There is a way to auth against Dynamics so you can run (browse) the page locally and get access to query entities as normal with the SDK. This would be smooth.

2) There is a way to set up Visual Studio / VS Code to publish the source to a named webresource in the given Dynamics. It would still like in 1) require access... so I would still hope 1) is the way to do it.

*This post is locked for comments

  • _Lars_ Profile Picture
    _Lars_ 225 on at
    RE: Can I connect remotely to Dynamics?

    I have not used xrmtoolbox, how can I use it for developing web resources?

  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Can I connect remotely to Dynamics?

    You cant authenticate the page locally - it will require to setup AAD app etc. If the web page is that much big then you can spend time in doing that but otherwise it is overkill.

    msdn.microsoft.com/.../mt595797.aspx

    The otherway is to use developer toolkit. It make the work simple by taking care of publishing etc but even this wont take care of authentication:

    github.com/.../Web-Resource-Deployer

    Thanks,

    Prateek

  • sdnd2000 Profile Picture
    sdnd2000 2,397 on at
    RE: Can I connect remotely to Dynamics?

    you can use xrmtoolbox

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