HTML Page and insert to a custom entity

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Posted on by R89

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We have a simple html form on our external facing web site with three fields and a submit button. We have created a custom entity to capture these three fields. How do we insert the contents from these fields on the HTML form into the custom entity of CRM. Person submitting the HTML form does not have any credentials in CRM. We are not interested to go thru the CRM portal route. It is also okay to insert the record after a time lag of say half an hour. What is the best way to achieve this. Most important point is to map the fields in the HTML form to the fields in CRM custom entity without copy paste.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Is it just Html page or you can develop some server-side logic? How's your portal hosted on - is it ASP.Net/PHP or something else?

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R89 135 on at

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Hi

Thank you for your response. Yes. It is just a html page. I am allowed to change it to asp page or anything else that would make it to work. The whole site sits on tomcat with some java stuff for other pages. Right now it triggers an email on submission.

Thanks

R89

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gdas 50,091 Moderator on at

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Hi,

I would suggest to expose a wcf rest or soap service from CRM server which basically responsible for creation record in dynamics crm custom entity.Consume the service from your website portal from client side or server side.

Secondly if your both CRM and Web portal hosted in same environment then I would suggest to use organization service or Web api directly to communicate with crm.

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Arpit Shrivastava 7,518 User Group Leader on at

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HI,

Option 1:

Microsoft has provided us the provision of WEB APIs in order to interact Dynamics CRM from CROSS Domain Applications. So now, you can perform CRUD operations on Dynamics CRM 2016 and above using the Web API.

You mention that your application will be independent of CRM and sits on tomcat, thus it will be on a separate domain. You will therefore need to register CRM in Azure and query the Web API with CORS.

Here is a good example from Microsoft demonstrating how to use ADAL to connect an application with Dynamics CRM.

Limitation: You must have Azure subscription (for application id, client id, Private key etc) in order to use WEB API for CROSS Domain Applications.

Option 2: Create your custom web service, write the logic to accept three fields data from tomcat hosted application and insert it in your CRM custom entity. This web service needs to be consume at Java Application side in order to push the data into CRM.

Hope it helps:

If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in

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