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3,962Anyone can help on this
Background.
customer have two dynamics environments for different purpose .
one version is Dynamics CRM 2016 On premise
other one is D365 online .
users are ON hybrid active directory so they can login to On premise with their local network Id Eg domain\username.
login with inline D365 with O365 account .
Requirement
When user create a case , From the case form (on Dynamics 2016 on premise) they need to search the contact against the dynamics 365 online by mobile number /email address . Once found required to create in On premise CRM and set to customer on the case .
question is if we place a web resource on the case form for the search with rest API call to D365 , can retrieve the data . .. what will be the best way to authenticate ?
my idea is to register a app in the azure AD and authenticate through with token based and fetch the data .
client may ask since already logged in One system (CRM 2016 ) why need to login again as it may prompt to login if the token is expired .
APPRECIATE Your expertise for a better way solution for this ...
Thanks
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