Customer Reference Management and Reporting within D365

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Posted on by Community Member Microsoft Employee

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?

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cloflyMao 25,202 on at

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RE: Customer Reference Management and Reporting within D365

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:

Title

Search Dynamics 365 Contact Records(Filter: fullname)

Ouput

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