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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Creating Case in CRM using contact login credential 3rd party application

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Posted on by 111

Hello Experts,

I want to create case in CRM usign Contact credential in console app

please share some ideas/blogs or steps  on how to achieve it.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Creating Case in CRM using contact login credential 3rd party application

    Hi partner,

    If my answer helped you, please mark my answer as verified so that we could help other users with similar issues.

    Click "Yes" under "Did this answer your question?" in my answer.

    pastedimage1583398552235v1.png

    Best Regards,

    Leo

  • Abigail Profile Picture
    Abigail 550 on at
    RE: Creating Case in CRM using contact login credential 3rd party application

    This resource may help.

    dynamics365blocks.wordpress.com/.../

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Creating Case in CRM using contact login credential 3rd party application

    Hi partner,

    Thanks for your information.

    Since you already have the contact login credential to connect to D365, you could create case directly in console app.

    But as you know, contact has a required field named "owner", If you use the contact credential  to connect to D365, the owner field will be set as this contact (user) automatically. So I recommend you to consider the following 2 ways.

    1.Create a new custom field to show the source of cases and  set the 3rd party application as its value.

    2.Go to Office 365 admin center to create a new user named with the 3rd party application name and use this user  credential  to connect to D365 in console app.

    Best Regards,

    Leo

  • Ahtesham Profile Picture
    Ahtesham 111 on at
    RE: Creating Case in CRM using contact login credential 3rd party application

    Thanks Leo,

    In My requirement I want to create the case on behalf of Customer using app.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at

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