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Dynamics CRM 2016 On premise: Portal Development Guide RRS feed

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    Dear All,

    I have Dynamics CRM 2016 On premise installed in my company and I would like to create a self service portal for my customers, so that they will able to log and view status of their Cases.

    I would like the customer to be authenticated by their email address and a password(contact entity).

    Any guide/help would be created appreciated.

    Many thanks & regards,

    Vinay

    Wednesday, February 22, 2017 10:21 AM

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    One option would be to use ADXStudio (version 7.x supports CRM On Premise), however the future of this is uncertain as Microsoft favour Microsoft Portals (version 8.x).

    If you do go for custom development, I'd suggest you keep the credentials outside of CRM. If your development skills are with ASP.Net, then I'd go for using the ASPNet Membership Provider and login controls to handle the authentication. One issue with using the email address as both the username and the link between the credential store and CRM is managing changes to the email address; I prefer to use a separate identifier to link the data

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, February 22, 2017 12:31 PM
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    Hi, 

    Thanks for your support.

    Can you point me to some url/sample so that i can start the development.

    Many thanks & regards,

    vinay

    Monday, March 6, 2017 6:22 AM
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    For the way to let user register and login to portal, in ADX portal guide line, there have a full topic of how to configure and use ASP.Net Provider to handle the authentication, you can ref here https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/portal-authentication/asp.net-identity-authentication/


    Michael Ma

    Monday, March 6, 2017 3:18 PM