So we developed to one of our customers an external web page developed on C sharp this page is hosed on external server. This page retrieve some data from dynamics 365 and it's pop up on a button that we developed on one of the entities. Now the problem is that this web page is accessible for any user around the web and we need to secure this page that only users from dynamics 365 from that specific organization will be able to see this page, Any idea how can we do it? Can we require from a user to log into his Office 365 account on page load?
Thanks, Alexander for posting an interesting query, much appreciated. What is see where your problem is the same as adding Microsoft office authentication for any website be it SPA (which is the case for you) or any other multipage web application? Correct me if required. You can refer to below Microsoft Doc for theoretical solution ' docs.microsoft.com/en-us/office/dev/add-ins/develop/overview-authn-authz And you can use any one of the suggested solutions. Hope this would help you !!! Let me know if more details are needed. All the best and keep posting such informative questions and share your feedback that helps me imporve👍🙂
Nice explanation sir! could you also do a session to authorize & authenticate using Application user(clientId and Secret). Not using username and password.
Hi Phil, since this video was on Dynamics 365 API hence we did not used the Dynamics 365 SDK. So you might be aware that for web api you need to use the HTTP methods.
from business scenario point of view, when should i use this way and when should i use the other way you have shown to connect to an organization? by other way i mean when we give reference to CRMsdk.CoreAssemblies
Thanks Awdhut, Really nice to see your queries, i have already answerd this on other video but still putting the same here. Please let us know if you need more info on the same and at the same time keep posting such nice queries that helps us in pushing our selves as well as for our audience as a whole. However, there is no Official Recommendation or Guidelines for Going with either type of connection. Both ways you would be able to connect to Dynamics 365 Instances. But generally, the Regular Plain method of connection is used when you want to manipulate the D365 Data through some batch jobs, Scheduled tasks through code. While Web API way of connecting is used when you want to consume CRMS data from any other third party system through integration or when you want to perform CRUD operation thought Client-Side scripting. Hope you got some fair idea about the general trend. And one more thing you need to keep in mind in terms of difference is the way you manipulate the data after connecting, since though Web Api you need to use get ,post, patch etc... the typical HTTP methods for performing CRUD operation while in case of regular CRM Connection class you have to use the Dynamics CRM / 365 Standard IORGANIZATION Service object methods like Create, Retrieve, Update, Delete etc...
thank you for your elaboration, i understand in it that either of these are not a performance best practice and i can use the former or later as what my project or i prefer 👍
Nice explanation sir! Could you also do a session on when to use which Microsoft dynamics CRM Service with some demo? Can you please share the source of the demo that you have used in this video?
Nice video!!! I am new to dynamics My question is does we have to follow each step for on-premis as well or there is change working with on-premise. My concerns are the things you done on portal, like creating app and other stuff. How can I get client ID for on-premise and what other things I have to do for on-premise. Waiting for your reply eagerly. Thanks
Thank you for the Video. Wanted to know is this code compatible to latest online version?(I am getting errors in some places Line29,30). Interested to know D365 Sales and F&O integration.
I have created the trail Microsoft Dynamic 365 account . But while i move to azure.portal account .Grant admin consent option is disable in . i think i don't have administrator permission in Azure portal . Could you please let me know how to get admin rights to azure portal.
Nice question Pritam, Please check your office 365 admin portal and verify if you are the Global Admin for this instance, if not either make your current user as global admin or login with existing global admin account. Hope this would help
Thanks sir.... Next topic early and late binding Sir one thing more like if we have business and we have disabled some of them. Now the teams associated with these bu's will remain in the system. Now the scenario is that we have applied field security profiles for some fields on the oppo form. The security profile is applied for the teams for the business units are deactivated now. So what will be the impact on these secured fields?
thanks, Vaibhav, we will keep your suggestion as a top priority. With regards to your scenario, however by disabling the BU's it won't disable the teams in System. From impact point of view what are you facing right now, ideally users of BU you have to move it to other BU before disabling them and teams i dont see much impact due to this on Field security
Sir thanks for the reply. Got your point on disabling the bu, there is no effect on the default teams created for these bu's. Actually sir the scenario was that we had done business unit restructuring for our organization but we hadnt updated teams that are mentioned for our secured fields. Now i got it sir, we need to update the teams as well as inorder to have the field security profile functionally to work again
@@Abhishek-Dhoriya Can you please provide the solution for retrieving data from related entities i.e (sub-grid) using the same OAuth 2.0 and http client request??
Hi @Joao, it is similar to C# is a general-purpose, multi-paradigm programming language that comes with Visual Studio template. However, if you know C# then it would not make much difference to you.🙂
