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Hi,
I have a WebApp (asp.net MVC) which I would like to allow a user to connect to their Dynamics 365 Online account and return a list of accounts.
We have followed this article below to read Dynamics CRM data in to our web application.
The main question is that we will have multiple tenants in our web applications and multiple dynamic crms. What would be the best way to access all our clients CRM’s data in our application to retrieve the data from their CRM accounts.
Question 1- Is there any better updated way to retrieve the data from dynamic online CRM than the above article? Any API method to retrieve the data?
Question 2- What should we ask our clients to provide us to connect their CRM accounts. We probably just need read only permissions from their CRM accounts. Would they need to create an account with a read only role to provide us? (perhaps a service account?)
Question3- How would we manage multiple Dynamic CRMs in our application? Do we just store the connection details in database and dynamically change the user details and connection details to access client CRMs? Or perhaps ask them for their details each time they want to connect?
Any help / suggestions to get us going in the right direction would be very helpful.
Many thanks
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I have the same question (0)Hi,
in order to connect to Dynamics, you should likely be using CrmServiceClient - here is an example from msdn:
msdn.microsoft.com/.../jj602970.aspx
Once you have that, you can do whatever you need with the data.
Sure you will need an account to connect to those CRM instances. If they create one for you, that means they'll have to allocate a license for such an account. Although, non-interactive access mode might be an option:
www.crminnovation.com/.../crm-online-non-interactive-user
#3 - can be done either way?
Just FYI:
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