You have a form in Dynamics 365 in which you need to show field values from related entity. It is naturally possible to do this by making a request to the Dynamics server side API’s from client side code.
Recently we ran into a bit tricky situation with one Dynamics 365 on-premise environment. This Dynamics 365 was configured to use claims-based authentication and IFD.
Recently I ran into a task where I needed to migrate data from Dynamics 365 into SQL Azure DB. Piece of cake, I will just use the SSIS enhanced with the KingswaySoft SSIS toolkit for Dynamics. Well, there was one a bit of a challenge which is due to Dynamics data model for lead entity. So, let me specify the scenario in a bit more detail.
This screen cast is about Dynamics 365 web API request using OAuth2 access token retrieved from ADFS 2016. I show you how to configure the ADFS 2016 application group to allow client application access to CRM web API using OAuth2 resource owner credentials grant type (used for obtaining the access token).
Recently we implemented a project where Dynamics CRM and Dynamics NAV were integrated. The purpose of this integration was to post customer data from CRM to NAV when a new customer is created in CRM or when an existing customer is updated in CRM.
Everything worked smoothly in our testing except the use case of updating customer information from CRM to NAV.