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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Session Sharing fa...
Microsoft Dynamics CRM (Archived)

CRM Session Sharing facility with external Web Interface

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Posted on by Community Member Microsoft Employee

Hi
 We are facing an issue. We have to integrate an external Web Interface to Dynamics CRM 365 v9.1. The Web Interface is developed in Microsoft .Net Framework 4.6 and deployed in Azure IIS. Following are the minimum set of requirements with respect to this Web Interface.
 1)Only Logged-in CRM users should have access to this web interface, with a link/button provided in CRM UI.
2)If the user is not logged in to CRM and tries to access the web interface, we should restrict them.
3)For the logged-in CRM users, then web interface should be able to perform some read and write data operations to CRM objects on behave of this user.
4)We are not allowed to pass user information’s from CRM to Web Interface as  query string.
 
We might be able to achieve these requirements if CRM provides any Session Sharing facility with external Web Interface. Could you please advise us if CRM provides any session sharing facility? If not, is there any other efficient and secured way to achieve these requirements?

Please let me know your views.

Thank you for the support

Davis

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Session Sharing facility with external Web Interface

    Hi Shaminder

    Thank you for the quick support.

    Davis

  • Verified answer
    Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at
    RE: CRM Session Sharing facility with external Web Interface

    Yes once registered with azure ad, they will use the same session id and we can use it to generate access token silently to connect to crm.

    -Shaminder

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Session Sharing facility with external Web Interface

    Hi Shaminder,

    Thank you for the quick response.

    In fact, the Web Interface doesn’t have any separate login page. Dynamics users login to CRM portal with their credential and access the Web Interface using the link from CRM UI.

    So, as you suggested, if the application is registered with Azure AD, will it be possible to use the same user session (Session ID) between Dynamics and Web interface?

    Thank you for the support.

  • Suggested answer
    Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at
    RE: CRM Session Sharing facility with external Web Interface

    Hi ,

    Basically you need to secure your application with azure ad application so you can achieve below:

    1)Only Logged-in CRM users should have access to this web interface, with a link/button provided in CRM UI. 

    -Since your application is secured by azure ad it will only be accessible when the user is logged in
    2)If the user is not logged in to CRM and tries to access the web interface, we should restrict them.

    -If you try to access this web interface stand alone, it will not be accessed since it is secured by azure ad and would require login.
    3)For the logged-in CRM users, then web interface should be able to perform some read and write data operations to CRM objects on behave of this user.

    -Yes, once logged in you can connect to crm web api using access token and do operations.
    4)We are not allowed to pass user information’s from CRM to Web Interface as  query string.

    -Not Required to pass any params.

    Refer these links-https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-v1-aspnet-webapp

    Access CRM Web API Access Token- https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/walkthrough-register-dynamics-365-app-azure-active-directory

     

    -Shaminder

     

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