Retrieve data from CRM to Portals

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Posted on by henriquepalomo338

Hi everyone.

I want to allow unauthenticated users to retrieve data from CRM, what is the most secure way to do that? I tried to use odata but the entity list is exposed so everyone can simply paste the URL in the browser and retrieve all the records from that entity. myPortal/.../myEntity.

The scenario is
- An unauthenticated user is redirected to our first portal web page, where we have 2 fields to be validated in CRM. The user populate those 2 fields and press submit, if the record exists in CRM we let the user proceed to the other screen.

Thanks

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henriquepalomo338 10 on at

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RE: Retrieve data from CRM to Portals

Thanks! yes, I did it already and it's working fine, I just forgot to post it here.

It's not 100% secure but it's better than odata anyway.

Thanks again.
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Inogic 502 on at

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RE: Retrieve data from CRM to Portals

Hi,

Instead of using the entity list and enabling odata, you can use the fetchXml directly on the web page which you going to show the anonymous user.

Fetch XML can only be executed on load of the form through liquid code. So what you need to do is -On the click of the button add querystring on the url (field name and user provided value) and reload the form.

Once the form is reloaded, the liquid code will be executed and it will check if all the query string keys are present. If yes, then it executes the fetchXML.

Follow the below step:

1. Go to the content page of web page.

2. Write the below code on the Copy (HTML) field of a Web Page

{% if user and request.params.id %}

{% fetchxml getSlots %}

<fetch version="1.0" mapping = "logical" output - format="xml-platform" distinct = "false" >

<entity name="nur_executeportalaction" >

<attribute name="nur_executeportalactionid" > </attribute>

< attribute name = "nur_name" > </attribute>

< attribute name = "nur_result" > </attribute>

< order descending = "false" attribute = "nur_name" > </order>

< filter type = "and" >

<condition value="{{request.params.id}}" attribute = "nur_parametersinjson" operator = "like" > </condition>

< /filter>

< /entity>

< /fetch>

{% endfetchxml %}

{% endif %}

3. Now write the script on click of the button as below.

$(function () {

window.history.pushstate(null,null,location.origin + location.pathname);

$("#btnSubmit").on('click',function(){

var origin = location.origin; var args = location.search;

varpath = location.pathname;

location = origin + path + args + ((args =="") ? '?' : '&' ) + 'id=XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX';

});

});

4) Here you will add your logic as -if results.entities.size is greater than 0 then redirect the user to another page.

Hope this helps!

Thanks

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