Users and Portals

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Hi Everybody,

I am putting together an on premise design for Dynamics CRM for a few hundred internal users and about 200,000 external users. Nothing can be cloud hosted due to information security. The external users are not part of the internal organization. I am a bit confused with how the external users are typically handled in this sort of system.

First, is there a supported Microsoft alternative to ADXStudio Portal available, or is the ADXStudio Community Edition still a decent option?

If the external user connects through a portal, how is the user database itself handled? For example, does the portal broker the users and store the data in the SQL database, or should I stand up an AD Forest specifically for them?

Thanks!

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oliver.rodrigues 4,052 on at

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RE: Users and Portals

hi.. did any of the replies answered your question? if yes, can you please mark as verified?

thank you
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PranavShroti 4,510 on at

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RE: Users and Portals

Yes, by default CRM Portal (Earlier called ADX Portal) works with Dynamics CRM authentication. However you can have AD authenticaiton as well. Details below:

community.dynamics.com/.../dynamics-365-portal-authentication-with-external-identities-part-i-authentication-with-azure-active-directory

For multi layer authentication...you can have two factor authentication as well... check the link below:

docs.microsoft.com/.../set-authentication-identity

For Google authentication :

debajmecrm.com/.../dynamics-365-adx-portals-dynamics-365-portal-authentication-with-external-identities-part-ii-authentication-with-google-account

Hope this helps !
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Shaminderpal Singh 1,565 on at

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RE: Users and Portals

Hi,

Yes, you can create several layers of authentication for identity providers that support OAuth2.0, SAML, OpenID. If you are dealing with local identity providers such as google, facebook then these use cases are already covered by OAuth2.0 implementation.

Have a look at this -https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/portal-authentication/asp.net-identity-authentication/oauth2-provider-settings/

Related to custom certificate, you can secure adx studio with your signed ssl certificate by creating an IIS Binding.

-Shaminder
Community Member on at

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RE: Users and Portals

Thanks Everyone for your responses.

Apparently the 'client' has already done a POC with ADXstudio, but that a was a while ago and I saw it fell out of support this fall; thus I wanted to make sure the community edition was a good route.

We do need to add several layers of authentication, how flexible is the portal? For example, can we integrate Google Authenticator, or other custom certificate checks?

Thanks!
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oliver.rodrigues 4,052 on at

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RE: Users and Portals

I suggest you make a POC based on your requirements using a trial / portal online

if you setup a CRM trial, you can provision a free portal.. or if you want download the community edition and setup in IIS

this POC will prove if it is easier to use the Portal or a custom asp.Net Portal based on your requirements

the Portal will handle authentication very easily with a lot of flexibility .. you can create a view with CRM records in 1 minute.. in a custom website this would take a lot more time

so it really depends on your requirements, and how much you need to customize it
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PranavShroti 4,510 on at

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RE: Users and Portals

This use case is a classic example, for an CRM Portal implementation, however its only available for CRM Online at this moment. So if you want to use CRM portal with onprem crm then that option is ruled out. MS does provide a CRM Portal solution and you will get a source code for that as well. This can be deployed onto your onprem environment and works with onprem dynamics crm. Catch is that MS will not be upgrading that solution and no support will be there.

I would suggest go for a .Net portal hosted on prem, which will interact with your dynamics crm data hosted onprem.

Hope this helps.
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oliver.rodrigues 4,052 on at

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RE: Users and Portals

Hi

Microsoft released the source code for the latest version of the ADX Portals to the community, so today Microsoft doesn't support it, it is just a community support now

The replacement for that is Dynamics 365 Portals Online.. which is completely online and works only with Dynamics 365 Online

And the answer is YES, it is a decent option, you can still use ADX Portals / Community Portals for your projects

You can authenticate in the Portal using the local accounts, which are basically CRM contacts, or if you prefer you can enable other OpenID authentication (Facebook / Google / Azure / etc)

community.adxstudio.com/.../portal-authentication