We have a CRM 2013 solution.
It holds information about supervision/auditing sessions with various third parties.
The third parties are not CRM users but it would be valuable to have them pre-answer a line of questions and get that data into the system before the actual session.
Does CRM offer any features that could help us here without creating CRM user accounts for the third parties?
Are there for instance features of creating a CRM web portal questionare with a unique obscure url?
Or are there other CRM 2013 features for external input?
We have created a Separate Website and hosted our Custom Aspx Pages there. There we can get input from anyone who is not a CRM User and various third parties.
Also i have created a Rest Webservice that take input data from third parties as JSON format and creates it in CRM thorugh Organization WebService.
//Create Connection with CRM Server
Connection to CRM
Then send the required data to the crm through CRM WebService.
I think the below link will help
https://msdn.microsoft.com/en-us/library/gg695790.aspx
Related
I'm a newbie with ASP.NET Web API and I heard so much about it that, it's the new industry standard and all, I've decided to build a regular hotel management system with it. I created some models and generated controls and created database using code-first migration. It all was tough at the beginning but now I've got hold of the essence. It's Awesome.
Now I'm stuck at the user management level. According to Web API spec there are options to manage access to resources like basic, Forms, integrated Win and OAuth. And also something about 2-legged and 3-legged which I understand are all authentication options which involves another data source or app (may be not the right terms) that will handle the authentication on behalf of the Web API I build.
Since my application is simple (for now), I was thinking is it possible to allow the Web API to include the necessary authentication, for example authenticating (user) and authorizing (role) before giving access to the data, thus seliminating the "LEGGED" dependance but at the same time it is open to allow 2-LEGGED and 3-LEGGED implementation in the future if I wish to.
From what I've seen and read the Web API is not ideal for a system like what I'm developing. Hope I'm wrong coz I find it awesome in terms of a service that can be consumed by other systems.
In my mind the big picture for the system is to allow customersI and third parties to access
hotel information via web and smart phones to check room availability and book rooms
restaurant information ...
hotel events, spa..etc
Please advice, to achieve this, how do I go about implementing authentication and authorization?
I'm working on a Java console application that needs to go through all the e-mailaddresses in the frontend database in Tridion Outbound E-mail 2011 and change a certain extended field of that contact.
I've gone through the Subscription API documentation for clues on how to get a listing of all the e-mailaddresses, but I'm getting stuck there. Is there any clean way to do this through the API, without resorting to database queries?
It is not possible to get a list of Contacts using the Subscription API. It is meant primarily for working with single Contacts, who update their profile on your website.
For bulk management of Contacts, you should use Tridion.AudienceManagement.API on your Content Management server instead. The changes will then be synchronized to all of your websites.
You should not change anything directly in the database, as you will get issues with synchronization.
In direct mode, what permissions does the Business Connector use?
In AX 2009, the Business Connector can run in direct or indirect mode.
In indirect mode, you use LogonAs to impersonate an AX user, and you inherit all their permissions. I understand that, it makes sense; I'm good with it.
Now... in direct mode, the Business Connector runs under the proxy account, which (by the installation checklist) cannot be associated with a user account in AX. So, what permissions do you have in AX while in direct mode--unlimited access to all tables and classes?
Two more items:
The AX documentation lists four security keys for controlling the Business Connector: SysCom, SysComData, SysComExecution, and SysComIIS. However, these keys aren't assigned to any objects, user groups, or tables in AX. How do they come into play? You can't assign more than one key to an object in the AOT, and I definitely won't be removing my standard keys to add in Business Connector keys.
I also have a reference book, Inside Dynamics AX 2009. Great book, but the explanation for direct mode makes even less sense. "The direct approach uses the credentials of the current Dynamics AX User." WHICH USER? We have a client application server using the Business Connector to connect to an AX server with hundreds of users. In direct mode, does the Business Connector just pick rights from any logged in user at will? What if no users are logged in?
So. If anyone understands it. I'd really like to understand.
Thanks!
"The direct approach uses the credentials of the current Dynamics AX User." - When using AX BC, it is usually for connections that exist outside of AX (SSRS, EP, Rolecenters, Workflow). BC acts as a proxy for the user. Meaning if you log into the SSRS Website and attempt to run a report, the BC will act as your account and will have the same access to the data and tables within AX that you would have.
We're going to develop the service desk web site, which will allow the customer service representatives to log in, see the list of customers assigned to them, be able to remote access their computer (by negotiation with the customer) and then report the information about the service issue into the CRM. The software will need to track the number of time intervals (e.g. 15 minutes intervals) the CSR was online with customer. So, what we're looking for is some "embeddable" remote management software (something like logmein.com, but which will have an API and can be embedded into another web application and send such events as - connected/disconnected, accept the host that needs to be connected information etc.) Does anyone have any ideas about that?
Assuming you have network connectivity and permissions, the Microsoft Remote Desktop client app can be embedded in a web page:
http://msdn.microsoft.com/en-us/library/aa383541(VS.85).aspx
We are using Lync 2010 server in the office. I would like to create a customer facing website that allows clients to chat to our support reps over this platform. Ideally, I would like the customer to just see the default web based interface for communicator.
When you have a chat going in Lync (Formerly office Communicator), you can invite someone to chat by email. That sends the user a link to join in the chat using the web version. I want to emulate that functionality on my webpage.
It looks like the Communicator AJAX API is promising, but all examples are for building your own custom interface and everything. I just want to link our site to the web access version.
Any ideas?
The Communicator AJAX API is no longer around, so the recommended way to do this would be to use UCMA 3.0 to build a middle-tier bot to handle the web chat.
In it's simplest form, the bot could expose a method (e.g. StartChat) via WCF, which could then be called from your web page. On receiving a call to that method, the bot could then start a new conference, and invite the support rep to it.
Once the conference is created, you could then return the URL of the conference (the same one that's used in the email invitation) to the web page. The web page would then open a new window at that URL, which would kick-start the Silverlight client.
In reality, you would probably also want to add a few extra features, such as
Allowing support reps to log-on to the bot to signal their willingness to take external calls
Aggregating the presence of the logged-on support reps, to display availability to the web site user
Route the call specifically to the logged-on support reps, and provide a way for them to accept the call
This codeplex project would be a great starting point.