Tonight I was helping someone in the Dynamics community forums. He was looking for a way to integrate a drupal environment with Dynamics CRM. I was able to help the person by handing him a couple of links. Combining the links might result in a solution.
Helping him out, I thought of the blog posts I’ve written on integrating external systems with Dynamics CRM.
One of the few things I didn’t investigate was the way I could hookup CRM to an external website, that was exactly what the person I was helping wanted to do.
That inspired me….
In my articles (e.g. How to integrate #IoT and CRM) I focused on getting data into Dynamics CRM. In the SharePoint connector series (e.g. A better SharePoint Connector – part8: Finally!) I focused on getting data out of CRM using plug-ins.
However in real world scenarios, you might want to integrate you Dynamics CRM environment with your website. An example could be a self service portal for your customers, in which they can modify personal data like addresses.
In this series of articles I’m going to explore if I can get data into and out of Dynamics CRM using an external website. The reason I want to use an external website, is that I have to deal with authentication. Something that normally is handled when you run custom web pages in the context of CRM.
*Am I turning into a script kiddie? *
In the next articles I’m going to use the scenario below. I want to be able to read and modify data stored in CRM, by accessing CRM from an external website.
My external website is running behind a firewall and will consume the organization service from Dynamics CRM using OData.
I access the external website as an anonymous user. In the external website I will authenticate an user that will be used to access the data stored in CRM.
My goal with this series of articles is to create a generic approach for consuming CRM data from an external website that is simple to use and that will deal with the user authentication.
For now I don’t know if it will be easy to achieve. What I do know, is that I’ll be having a blast in the days to come.