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Customer experience | Sales, Customer Insights,...
Suggested Answer

.Net login authentication with CRM

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Posted on by 905

Hello everyone,

I am planning to build a support system for my clients where they can create a ticket according to their problems using .NET webform page and Dynamics 365 CRM.

Firstly, I would like to know where I can set the Username and Password for the clients in Dynamics CRM 365. After that, how I can trigger the username and password of the users in Dynamics CRM 365 to my .NET web page?

So lest's say I set an account username: test password: 123 in Dynamics CRM 365.

When the user tries to log-in it should check first if the user already exists in Dynamics CRM 365 if yes he will able to log in, else he will not be able to log-in. Then after the redirection, he will be able to create a case from the web page and here I will use power automate to achieve that and insert the case in Dynamics 365.

I have already some clients that exist in Contacts entity but I don't have fields for Usernames and Passwords for each client.

Can please someone explains in detail, and provide examples of how I can achieve the following scenario?

Do you suggest me to build this project using .NET core or there is any better way to achieve it?

Any help will be greatly appreciated.

Thank you!

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  • Suggested answer
    Dharanidharan Profile Picture
    638 User Group Leader on at

    same thing you can achieve it through the CRM portals. Have you tried it? Here is the reference link for how to manage cases in the portal

    https://docs.microsoft.com/en-us/dynamics365/portals/case-management

    Here is the link for 

    How to Get Started with Dynamics 365 Integrated Web Portals

    https://www.preact.co.uk/blog/how-to-get-started-with-dynamics-365-web-portals

    Regards,

    Dharani

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