Is there an add-on application/interface available for D365 to manage reference customer contacts and activities and report on the same? Or has anyone developed a customized interface for this purpose that would be willing to share information about their application?
Hi Karen,
As per my understanding, you could check whether Portal could meet your requirements:
https://community.dynamics.com/crm/b/adxportalfordynamicscrm/posts/different-types-of-crm-portals
In addition, you could also create a HTTP Request Trigger in flow to expose data from Dynamics to external customers:
https://flow.microsoft.com/en-us/blog/call-flow-restapi/
e.g:
I created such trigger in flow, it will retrieve contacts whose fullname contains submitted data value, and return result in response.
In my HTML page, the automatically generated endpoint will be called when user clicks "search" button,
If there are contact records that meet the query conditions(fullname contains xxx), then render result in Output container.
Record in Dynamics
Custom page test
Source code of page:
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If you thought above solution would work for you, please refer to following articles, the second article teaches us how to secure the flow.
https://flow.microsoft.com/en-us/blog/call-flow-restapi/
https://demiliani.com/2020/06/25/securing-your-http-triggered-flow-in-power-automate/
Regards,
Clofly
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