Dear Community,
Reading a CRM on prem 2016 Case in a SharePoint 2013 website, where a customer can log in, and view the cases that are assigned under a specific CRM account.
I am wondering how anyone els would approach this, as this is a gonna be a learning experience for me, to try and impement this.
Regards,
Ruben
*This post is locked for comments
Have a look into the CRM SDK on how to connect to CRM and get data: www.microsoft.com/.../details.aspx
Then you will also have to map the customer login from SharePoint to an account in CRM in a manner that this user is only allowed to see the cases that belong to him.
Precisely for these scenario's Microsoft purchased Adxstudio. With that solution, there's a template that will probably exactly suit your needs.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (