Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Advice and Suggestions

Posted on by 1,695

CRM 2016 On Premises. WebServer on premises

background: we currently have a webserver that our customers use to submit data into a SQL Server. We then have to use a third party piece of software to import those records into CRM. What we are investigating, is creating a new Web Application that will talk directly to CRM. From several threads and the SDK I believe it is possible, however, before we dive in and waste a lot of time, I have a few questions;

1. I believe that the SDK shows how to make a connection from a web site to CRM. We have some 1500 users that would be using the Web Application, so the pheasability of this project all depends on the log on details. Is it possible to have the Web application automatically connect to CRM using trusted credentials, and then the Web Application use details from the Contacts entity to verify customer login details.

The security of the system is of paramount importance, and we would need to ensure that only registered users can access the CRM data via the Web Application.  I apricate that not all of this is aimed directly at CRM, but as the connection and log on details would need to be against the CRM, I thought this would be a good place to start. If anyone has done something like this or similar, I would appreciate any feed back, suggestions or questions

  

*This post is locked for comments

  • Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Advice and Suggestions

    Thank you. I will investigate this

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Advice and Suggestions

    Hi,

    The sort answer is "Yes, it is feasible and doable and you should go about it".

    Microsoft Add-On/ Application "Dynamics 365 Portals" is built on the same concept i.e. a website which uses "System" user to talk to CRM, the user's of the Portals are Contacts and the login username is stored against individual contact record. The only different is that it uses ASP.Net Identity/ Form Authentication for login. It then uses its own entity to work out the access of the indivual records.

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans