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Microsoft Dynamics CRM (Archived)

Connect to Dynamics portals

Posted on by 65

Hi All,

I have a requirement to connect to Dynamics Portals though code. 

Can you please help me with the possible options?

We are using Azure AD and CRM Contacts as the user. 

We need to authenticate portal user though code and  connect to Dynamics portals and access the HTML Document.  

Thanks,

Chandra

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  • Suggested answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at
    RE: Connect to Dynamics portals

    Hi,

    You should be able to use the same technique as  github.com/.../dynamics-portal-companion-app for integrating with portal,  but vise versa.

    Once you have authenticated with AzureAD you can request the Portal page with the same credentials as your current user and parse/use received HTML document.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Connect to Dynamics portals

    Hi Chandra.. all the portal data is stored in CRM, both the CRM and the Portal share the same database

    perhaps what you need is actually retrieve CRM data then

    please search for using the CRM Web Api / SDK in order to retrieve data from CRM

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