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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dynamic 365 cloud inte...
Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamic 365 cloud integration

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Posted on by Community Member Microsoft Employee

Hi:

My company is migrating from MS CRM 2016 to Dynamic 365. I have two questions about integration:

  1. Query/Add/Update CRM data: what's the best way to query/modify CRM data in cloud? We have a Rest Api Web Service to query/update CRM data, for MS CRM 2016, we used Microsoft.CrmSdk.CoreAssemblies Nuget package(v7.0) in C#, for the Dynamic 365 Cloud, is there a SDK available to implment similar tasks? 
  2. We also has a React App that embedded into our CRM Customer and Company page through web resource, it calls a Rest Api Service and display customer account info from another system. What's the best way to implement it in Dynamic 365 Cloud? Can we do something similar?

Your help is great appreciated.

Regards,

Ping

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic 365 cloud integration

    Hi Bipin:

    Thank you very much for the reply, we do want to upgrade our Rest Api service to .netcore 3.1, will Microsoft.CrmSdk.CoreAssemblies work with .netcore 3.1?

    Thank you

    Regards,

    Ping

  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 54,069 Super User 2024 Season 1 on at
    RE: Dynamic 365 cloud integration

    you can't use Authentication Type=Integrated with Dynamics online, as written in the posts before you need to change authentication type (oauth, clientid/clientsecret)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic 365 cloud integration

    Hi Guido:

    Thank you very much for the reply, I've upgrade the Microsoft.CrmSdk.CoreAssemblies to latest version(9.0.2.42), but I can't connect to Dynamic 365 Cloud, we used connection string as:

    Server=myCompany.crm3.dynamics.com; Authentication Type=Integrated;

    since this is a Rest API service, it's being called by other Rest API services within my company.

    if the Authentication Type=Integrated; is not supported for Dynamic 365 Cloud, is there a workaroud? we want to automate the connection, not prompt for login, since its a REST API service, not an client app.

    Here's the error:

    The authentication endpoint Kerberos was not found on the configured Secure Token Service! System.NotSupportedException: The authentication endpoint Kerberos was not found on the configured Secure Token Service!

      at Microsoft.Xrm.Sdk.Client.IssuerEndpointDictionary.GetIssuerEndpoint(TokenServiceCredentialType credentialType)

      at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.CreateChannelFactory(ClientCredentials clientCredentials)

      at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.get_ChannelFactory()

      at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.CreateNewServiceChannel()

      at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.ValidateAuthentication()

      at Microsoft.Xrm.Sdk.Client.ServiceContextInitializer`1.Initialize(ServiceProxy`1 proxy)

      at Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy.ExecuteCore(OrganizationRequest request)

      at Microsoft.Xrm.Client.Services.OrganizationService.InnerOrganizationService.UsingService[TResult](Func`2 action)

      at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.Execute(OrganizationRequest request)

      at Microsoft.Xrm.Sdk.Linq.QueryProvider.RetrieveEntityCollection(OrganizationRequest request, NavigationSource source)

      at Microsoft.Xrm.Sdk.Linq.QueryProvider.Execute

    Could you please let me know how to configure the Secure Token Service for the Dynamic 365 Cloud?

    Your help is great appreciated.

    Regards,

    Ping

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Dynamic 365 cloud integration

    Hi,

    Authentication Type=Integrated is not supported in Dynamics CRM Online instance.

    Please see below link for supported auth type in Online-

    docs.microsoft.com/.../use-connection-strings-xrm-tooling-connect

    Also, Microsoft.PowerPlatform.Dataverse.Client package is for Dot net Core. If you are using Dot net framework then I have a console application on my github for connecting to CRM Online instance. See below link -

    github.com/.../UserBUChangeUtility

    Download the file from github, update CRMURUL, username and password in App.config file and you are good to go.

    www.nuget.org/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic 365 cloud integration

    Hi Bipin:

    Thank you very much for the reply.

    For my question:

    1. I found this Nuget package: Microsoft.PowerPlatform.Dataverse.Client, should I use this package instead or just update Microsoft.CrmSdk.CoreAssemblies to latest version? For the connection string, we used: Authentication Type=Integrated, is the "Authentication Type=Integrated" still working for Dynamic 365 cloud?

    2. The React app is calling REST API hosted on internet, can we use the same way to embed it into CRM pages by adding JS files to the web resource and setting src="ClientGlobalContext.js.aspx" in the index.html?

    Regards,

    Ping

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Dynamic 365 cloud integration

    Hi,

    1. You will need to update the version of the SDK. Also if you are using Username & Password and using Office365 auth method to connect to Dynamics CRM then you will have to modify you code to use Oauth/ClientSecret auth method. Please see below link for more details on docs.

    docs.microsoft.com/.../authenticate-office365-deprecation

    2. If your Rest API service is hosted on internet and accessible from internet, it should work but if you Rest API is hosted on On-premise then you will have to migrate your Rest API and host it in Azure Web App. Because Dynamics CRM Cloud will not be able to access API which are not avaiable on internet.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 54,069 Super User 2024 Season 1 on at
    RE: Dynamic 365 cloud integration

    1) you need to update the nuget package to the latest version and eventually change the authentication type (like an azure app registration with clientid/clientsecret or certificate)

    2) depends on the REST API version that is used inside this React app. If it uses the OData 4.0 syntax (like /api/data/v8.2/contacts) it should work (maybe just need to change the version number to at least 9.0 instead of 8.0,8.1,8.2 you may have) if it uses the OData 2.0 syntax (like XRMServices/2011/OrganizationData.svc/ContactSet) it should be updated as it is considered deprecated and will be removed

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