Web portal programming for Microsoft Dynamics CRM

I am working on a web portal for clients who will connect to Microsoft Dynamics. I don’t want Dynamics CRM to connect directly to Internet Deployment (IFD), so I would like to use a separate database that the web interface interacts with, and then use web services to move data between the web portal database and Dynamics CRM I'm just looking for thoughts on how this works best, and are there any good code examples, etc. that I can take a look at to implement this? I saw that Microsoft has a portal for clients, but it seems that this requires (at a quick glance) the deployment of IFD, which I do not want.

+3
source share
4 answers

First, by creating an ASP.NET project (WebForms or MVC 3), add the following links:

  • Microsoft.crm.sdk.proxy.
  • Microsoft.xrm.sdk.
  • System.Runtime Serialization
  • System.ServiceModel.

In your code to create the class, then add the following code:

private IOrganizationService GetCrmService(string userName, string password, string domain, Uri serviceUri)
{
    OrganizationServiceProxy _serviceProxy;

    ClientCredentials credentials = new ClientCredentials();
    credentials.Windows.ClientCredential = new System.Net.NetworkCredential(userName, password, domain);
    //credentials.UserName.UserName = userName;  // uncomment in case you want to impersonate
    //credentials.UserName.Password = password;
    ClientCredentials deviceCredentials = new ClientCredentials();

    using (_serviceProxy = new OrganizationServiceProxy(serviceUri,
                                                        null,
                                                        credentials,
                                                        deviceCredentials))
    {
        _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
        return (IOrganizationService)_serviceProxy;
    }
}

If you want to get multiple entries:

string fetch = @"My Fetch goes here";
EntityCollection records = getCrmService().RetrieveMultiple(new FetchExpression(fetch));

I highly recommend downloading the SDK or checking out this. You will find many examples and walkthroughs to help you build good portals.

+6
source

I think this is a good strategy because:

  • It allows you to asynchronously put data entered on a website into CRM. This denouement ensures that neither CRM nor the Website becomes a bottleneck.
  • , , CRM / , .

, , , CRM ( ).:

  • () CRM.
  • x y .
  • (, ) .

, , - , ( ) .

Dynamic CRM " ", : http://msdn.microsoft.com/en-us/library/gg334554.aspx

+1
  • .
  • , CRM.
  • , , . .. .
  • , TOO MUCH, CRM .
  • , / REQUIRE CRM IFD, , (, !)
  • , SDK - .
+1

The client portal does not require IFD deployment. And if you don't like the Client Portal, you can always use the SDK extension to develop the portal (microsoft.xrm.client.dll and microsoft.xrm.portal.dll and the database solution), which are all included in the SDK.

There is a great resource on how to create a portal using the Portal Extenstion SDK.

Dynamics CRM 2011 Portal Development

0
source

All Articles