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I am looking for advice and options and possible tutorials to investigate for a new project. Currently we have a web application , CRM 2016 and SQL all on hosted servers.
The users add / update records in the web application using their email address / password & captura as their login. The users are all registered in CRM as contacts ( some 1500 ). At the moment we are using a third party data sync to update the CRM from the SQL data and vice versa This setup although functional , comes with its own pitfalls, especially in ensuring both databases are fully in sync.
CRM is 2016.
The WebApp has a lot of behind the scenes procedures from importing text files to reformatting and checking data prior to the records being written
I would like to explore developing a replacement for our WebApp that reads and writes directly to CRM, with user logging in based on their CRM Contact details, and still be able to put in the behind the scenes functionality . I have investigated portals, but I don't think they will afford the functionality that is required. I have looked at the ASP.net membership, but this again requires data sync to be carried out.
As I said, this is a project for me to investigate and test the feasibility before pouring time and money into it.
Hi Pete!
Hope you are doing well :-)
As you already investigated portals, Portals are one of the ways that you can achieve this requirement.
Another way, create a custom .net web portal, with CRM as a backend. Do not use SQL Server as a back end, otherwise, you end up again with the SYNC overhead.
Create a custom .net web portal, use code in such a way that lets CRM contacts to login into your .net portal.
Create pages that directly interact with your CRM using CRM API/SDK.
Plus Point:
No need portal license
No need third party data sync license/application
No need SQL DB to store the .net portal data
Portal will show updated/real-time data to .net portal users
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