Hello All Experts,
I have heard that Azure Directory Id is useful for identification.
I need to achieve a functionality such that i need to authenticate the CRM using url and not showing the login page such that my end customer's opinion can be tracked into the CRM.
As normally you know we don't give CRM access to our end customer rather we can use the service account for it.
it will be of great help if someone could assist me in achieving this functionality.
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This should help
docs.microsoft.com/.../tutorial-register-applications
docs.microsoft.com/.../auth-register-app-v2
docs.microsoft.com/.../add-application-portal
Hope this helps.
Hello All Experts,
Will the below url work in my case.
docs.microsoft.com/.../walkthrough-register-dynamics-365-app-azure-active-directory
Hello Pranav Shroti,
May i know how can i register CRM in Azure plateform.
is there any step by step solution for it with some screenshots.
Hi - if you want seemless authentication, you can configure crm url in Azure active directory. This should work like SSO.
docs.microsoft.com/.../quickstart-register-app
Hope this helps
Hello Kokulan Eswaranathan,
The point you caught is correct but there is little another approach.
i want to send quotation email to our customer and in that email there will be buttons say Accept and Reject.
Accept = 1 and Reject = 0.
if the end customer click on any of the button i need to save his or her response.
but when i send him email then each button will contain some URL, but until the customer has the login credential in the crm this request will not be reached to our crm.
so my idea is to have a service account and after customer click on the button , it should behind of the seen authenticate the service account behind of the scene without asking for user name and password.
I hope i am able to put my requirement correctly.
Hi,
You can give access to end customer by adding a guest account in Azure. You can invite external users to your tenant as a guest user. When you invite a guest user to your tenant, you provide the email address of the recipient and a message describing the invitation. The invitation link takes the user to the consent page where the Get Started button is selected and the review of permissions is accepted. If an inbox isn't attached to the email address, the user can navigate to the consent page by going to a Microsoft page using the invited credentials. The user is then forced to redeem the invitation the same way as clicking on the link in the email.
Typical Steps:
-Invite a user
-Update user’s name and usage location
-Assign invited users a Dynamics 365 for Customer Engagement apps license and security role
-Update invited user’s email address in the invited-to Dynamics 365 for Customer Engagement instance
-Approve email or enable mailbox
-Notify your invited users
More details here: docs.microsoft.com/.../invite-users-azure-active-directory-b2b-collaboration
Hope this helps,
Hi
Your requirement seems to be a perfect fit for a Customer Self-Service portal where you can set up your customer to log in to the portal and access some data that you allow.
Your customer could be a contact in CRM, if you send an invitation to the portal, they can register and login to Portal and access the data you allow them to access or update.
Customer will not be able to directly access your CRM, they will only have access to the Portal. And the portal only displays the content you allow them to see and only allows the updates you allow.
Please have a look at the links below
docs.microsoft.com/.../administer-manage-portal-dynamics-365
EmployeeOcta,
The authentication may depend on your CRM Set up.
Few questions:
1)Do you have Dynamics 365 cloud or on -premise version 8/9?
2) can you try below authentication?
docs.microsoft.com/.../connect-customer-engagement-web-services-using-oauth
docs.microsoft.com/.../v1-oauth2-on-behalf-of-flow
docs.microsoft.com/.../v1-oauth2-implicit-grant-flow
Thanks,
Nick
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