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How to manage MS Dynamics 365 CRM Portal custom codes?


How to manage MS Dynamics 365 CRM Portal custom codes?

By : Janice Cheng
Date : October 18 2020, 06:10 AM
seems to work fine I would like to know how to auto manage portal's custom code just like in TFS/VSTS? , I'm afraid the XRMToolbox plugin doesn't support it yet.
code :


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Programming a Web Portal for Microsoft Dynamics CRM

Programming a Web Portal for Microsoft Dynamics CRM


By : silpa
Date : March 29 2020, 07:55 AM
I wish did fix the issue. First, after creating your ASP.NET project (WebForms or MVC 3), add the following references:
Microsoft.crm.sdk.proxy. Microsoft.xrm.sdk. System.Runtime. Serialization. System.ServiceModel.
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;
    }
}
string fetch = @"My Fetch goes here";
EntityCollection records = getCrmService().RetrieveMultiple(new FetchExpression(fetch));
Access/use roles and custom info from OpenId Connect profile within Dynamics 365 Portal?

Access/use roles and custom info from OpenId Connect profile within Dynamics 365 Portal?


By : user6591615
Date : March 29 2020, 07:55 AM
this one helps. I had a case open with Microsoft and finally got an answer from them: In Dynamics CRM Online with the Online Portal add-on, there is currently no way to access anything coming back from an external identity provider. So for example, if you've configured the portal to use an external identity provider such Google, Facebook, etc, or like in my case an Identity Server instance with OpenId Connect, you can't access the claims or any other info coming back from the provider.
UPDATE: I got another response from Microsoft support: they have confirmed their dev teams are working on making this available but don't have an ETA yet. At least it's on their radar.
Trying to associate a dynamics portal user with a dynamics entity record through the portal

Trying to associate a dynamics portal user with a dynamics entity record through the portal


By : Gustavo Tino
Date : March 29 2020, 07:55 AM
this one helps. You have to use & configure Entity Form Metadata in entity form, so that the data can be pre-populated including current login portal user as contact in each record.
https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-metadata/
Change page title on Dynamics 365 Portal

Change page title on Dynamics 365 Portal


By : user1911671
Date : March 29 2020, 07:55 AM
wish of those help Go to Portal -> Web pages navigation, open your portal entity page (Is Root = No) & modify the Title field value.
Reference
Replace onmicrosoft.com with b2clogin.com URL for MS Dynamics 365 Portal

Replace onmicrosoft.com with b2clogin.com URL for MS Dynamics 365 Portal


By : dhruv sharma
Date : March 29 2020, 07:55 AM
With these it helps While configuring MS Dynamics 365 to work with B2C (hope you only configured the system), you need to give authorize URL. URL looks like: https://login.microsoftonline.com/te/{Tenant}.onmicrosoft.com/oauth2/authresp
Now to make that support with b2clogin, you need to update the URL which you configured at MS Dynamics 365. URL looks like: https://your-tenant-name.b2clogin.com/your-tenant-name.onmicrosoft.com/oauth2/authresp
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