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Customer experience | Sales, Customer Insights,...
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Dynamics 365 app within account form

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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

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