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Submitting Web Forms to Dynamics CRM

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  • 06-07-2011 2:46pm
    #1
    floyd333
    Registered Users Posts: 246 ✭✭


    I’m relatively new to CRM. I’ve been tasked with creating some forms to sit on our intent site. The forms will be submitted to our internal CRM (2011) system. No login or user registration is required for the forms.

    I had a look at the CRM base portal toolkit (http://msdn.microsoft.com/en-us/library/gg695814.aspx) and the Customer Portal accelerator (http://customerportal.codeplex.com/) . . I’m not 100% sure when to use each one. I am wondering is over kill to use the customer portal for simple web forms. Can I just do some basic dot net web forms that submit to an internal CRM Services?


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    #2
    John_Mc
    Registered Users Posts: 2,791 ✭✭✭John_Mc


    floyd333 wrote: »
    I’m relatively new to CRM. I’ve been tasked with creating some forms to sit on our intent site. The forms will be submitted to our internal CRM (2011) system. No login or user registration is required for the forms.

    I had a look at the CRM base portal toolkit (http://msdn.microsoft.com/en-us/library/gg695814.aspx) and the Customer Portal accelerator (http://customerportal.codeplex.com/) . . I’m not 100% sure when to use each one. I am wondering is over kill to use the customer portal for simple web forms. Can I just do some basic dot net web forms that submit to an internal CRM Services?

    I haven't played around with the CRM 2011 web services yet, but I am tinkering with CRM 4.0 for a project (on premise configuration) at work at the moment. The CRM Server is in 'on premise' configuration mode.

    To use the service you first need to authenticate as an active directory user account (using the Discovery Service). You then use the authentication token returned to instantiate the CRM Service.

    Once that's done it's straightforward stuff and you should have no problem with CRUD for contacts, activities, cases etc using the CRM SDK.

    johnmcavinue.ie


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