Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Dynamics 365 app within account form

Posted on by 25

Hi guys,

I am new to Dynamics 365 customization and I would really appreciate your input.

I have a customer who wants to fetch some data (from his own customer API) and display the data into the Account and Opportunity form.

There will be a communication with his API when an account or opportunity is Retrieved. 

I have created a webresource and I am communicating with his API with success.

However I have 2 issues and I would need your help:

1. The secret key and token are in the javascript code of the webresource and this is a security concern. Where can I store the key securely?

2. The customer wants this as a Dynamics App in the appsource, so more of his customer can quickly buy the app and install it on there instances.

How an app can be modify the vanilla Accounts and Opportunity forms and embed the webresource? Also, if you have any documentation about the pricing

of the Dynamics App work would be appreciated.

Thanks a lot

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans