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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customer Reference Man...
Customer experience | Sales, Customer Insights,...
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Customer Reference Management and Reporting within D365

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Posted on by Community Member

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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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at
    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.

    pastedimage1596791137492v1.png

    pastedimage1596791168189v2.png

    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

    0268.JPG

    Custom page test

    8176.JPG

    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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