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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a client Login ...
Microsoft Dynamics CRM (Archived)

Create a client Login in Dynamics or in Drupal?

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Posted on by Community Member

Hi,

We use Microsoft Dynamics and have a drupal website that is to some degree connected with the (Microsoft)CRM.  Some data is pushed from dynamics towards our drupal website. 

At this moment we want to make a login environment within dynamics or Drupal, but I don't know which one to choose.

Either way these two systems have be connected and exchange data.  The idea is that clients login and are able to adjust the information (text, details, upload photo's and video's) of their offering on our webiste. 

Important is that all these adjustable data (after we checked it) will be pushed towards the other system.

So the questoin remains: do we build the Client login environment in Dynamics and push data towards our Drupal website or do we build the login in Drupal and push the data towards our CRM (for example with a csv file?)?

Looking forward to you reply. Many thanks in advance.

Demis

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  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    Generally you wouldn't have clients logging in directly to CRM since each would need a license - in most cases you'd probably have some type of portal in front of it like Drupal. If you're able to customize Drupal and you're using CRM Online you could use the CRM Web API to push the data directly. Writing to a CSV from Drupal and periodically importing into CRm is a valid option as well if it doesn't need to be real-time. 

  • Community Member Profile Picture
    Community Member on at

    Thanks for your reply! This will certainly help me make a decision.

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