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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Calling CRM API's ...
Microsoft Dynamics CRM (Archived)

Calling CRM API's from a website - Complete beginner

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Posted on by Community Member Microsoft Employee

Hi Guys

I am very new to all this so need a little guidance. I have Dynamics CRM 2016 set up in Office 365.

I have a task where I have to add a few pages/functionality to an existing pretty static website so that I can do the following for a start:

1. Allow a user to register/login to the CRM by clicking on something in the website.

2. Add their own details and save in CRM

3. Edit their own details and save in CRM

As I said I am very new to all this, I can write HTML and have been trying to understand what I need to do but I don't know what is available to use or how to use it yet. I saw that I may need to use Azure AD for the authentication, but if it can all be done with API's from CRM then that would I assume be easier?

Thanks in advance for any suggestions and your patience.

Loretta

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  • Suggested answer
    M.T. Eikelenboom Profile Picture
    M.T. Eikelenboom 5,241 on at
    RE: Calling CRM API's from a website - Complete beginner

    Azure B2C is free for the first 50.000 users. So don't know the scale of your app, but it might be a cheap option.

  • Suggested answer
    Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: Calling CRM API's from a website - Complete beginner

    Here's a tutorial that looks like it's close to what you need.

    msdn.microsoft.com/.../mt595797.aspx

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Calling CRM API's from a website - Complete beginner

    That looks great but we definitely wouldn't be able to pay for that, shame seemed very good.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Calling CRM API's from a website - Complete beginner

    Thanks for this information. I don't think we can afford Azure B2C or adxstudio to be honest, so will have to try and write it myself. Any beginners tutorials would be greatly appreciated.

    Thanks

  • Suggested answer
    M.T. Eikelenboom Profile Picture
    M.T. Eikelenboom 5,241 on at
    RE: Calling CRM API's from a website - Complete beginner

    If you want to develop this yourself, you will need to write custom code in your current website or built a new website.

    1. You can have a look at Azure B2C to authenticate your users or use some other system to store your user credentials in a secure way. Adxstudio stores these credentials in CRM. If you are creating your own username/password store, please know what you are doing and how to do it securely. You cannot use your own Office365 Azure AD, as you would need to add every customer to your tenant.

    2&3 You need to map your users identy to an account or contact in CRM and you need to built some business rules to make sure they are only allowed to update their own records.

    If you are not an experienced developer with some knowledge of C# (or any other programming language) I would surely go with the Microsoft portals from Adxstudio.

  • Suggested answer
    Teddyable Profile Picture
    Teddyable 155 on at
    RE: Calling CRM API's from a website - Complete beginner

    Hello Loretta

    another approach is instead of writing everything from scratch there is a microsoft product out of the box called CRM portal or ADxstudio https://www.adxstudio.com/

    It allows you to expose CRM data to an external interface.without coding..

    try it out for free and see if it fit your long term requirement, instead of reinventing the wheel.. you may be able to sell this to your management as its a better long term investment.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Calling CRM API's from a website - Complete beginner

    Hi Mahadeo

    Thanks for the information, I have downloaded the SDK but don't know where to start.

    Would you have any examples or a link to an easy tutorial to get me going?

    Thanks

    Loretta

  • Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Calling CRM API's from a website - Complete beginner

    For CRM programming details you can download CRM 2016 SDK.

    SDK will have some sample code, which will help you to start with basic authentication etc.

    you can download SDK from

    www.microsoft.com/.../details.aspx

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