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Hi
Is there any possibility that a CRM Portal User with valid WebRole could have access to CRM Services / WebAPI.
I need this CRM Portal User to be able to fetch/retrieve CRM data (as per the WebRole assigned to the user) through the CRM Services / Web API using custom C# or JavaScript code.
Would appreciate any help on this.
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We can access the data through Odata Query...... Check this article on this....
crmhub.blogspot.in/.../retrieve-data-using-odata-query-in-d365-Portal-ADX-Studio-Portal.html
Hi Subu,
you need a CRM user account to connect to CRM. Portal user accounts and CRM user accounts are two different things.
You might, possibly, create a new web service which would connect to CRM under a dedicated user account and deploy it somewhere as a "proxy".. then your portal use might use that service. But you'd have to take care of the permissions, and I'm not sure if it would be fully compliant with the licensing.
Ravi, am looking for developing WebAPI / WCF Services to expose few CRUD operations to Portal Users through those services instead of doing it using Portal.
I should have mentioned this requirement first, sorry for that.
Sorry subu but I unable to understand what exactly you are looking for :(
Why do you want to create your own external application when you already have portal configured for users? Is there something which you want to do in portals but can't due to some reasons?
When you say external application, do you mean you own custom application? How will you get the portal web role there? You can directly use SDK to fetch records.
The above code snippet {{% fetchxml my_query %}} is a liquid tag which will work in D365 Portals
Ravi, Thanks Much for the response.
But do we need to be with in the Dynamics CRM forms or CRM Portal context in order for that FetchXML with Liquid scripting to be able to execute with Portal User permissions?
Can we not do this in any external applications?
Hi Subu,
FetchXML bydefault enabled entity permissions i.e. if you add fetchxml then it will only return records for which the logged in user will have access to.
Read more about this here-
community.dynamics.com/.../dynamics-365-portals-use-liquid-to-return-json-or-xml
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