How to change the customer / partner portal V2 to authenticate against the MSCRM only.

How to change the customer / partner portal V2 to authenticate against the MSCRM only.

There is a new portal and the changes are Little bit different than it was in the previous version

Customer portal V1 changes can be found here

http://dynamicslollipops.blogspot.co.il/2011/09/how-to-change-customer-partner-portal.html

Walkthrough:

In order to do it you'll need to download the portal and follow the installation steps, avoid all the stuff regarding the LiveID.

After you've imported the solution and the website data we are ready to go.

1)      Open the website in visual studio.

2)      Edit he web.config.

a.                 Remove
                a.1)

 <add name="Live" connectionString="Application Id=0000000000000000; Secret=00000000000000000000000000000000"/>

 a.2)

 <add key="FederationMetadataLocation" value="https://contoso.accesscontrol.windows.net/FederationMetadata/2007-06/FederationMetadata.xml"/>

                        a.3)

 <membership defaultProvider="CrmMembershipProvider">

                                        <providers>

                                                        <add name="CrmMembershipProvider" type="Microsoft.Xrm.Portal.Web.Security.LiveIdMembershipProvider, Microsoft.Xrm.Portal" liveIdConnectionStringName="Live"/>

                                        </providers>

                                        </membership>

                        a.4) 

<httpRuntime maxRequestLength="102400" requestValidationMode="2.0" requestValidationType="Microsoft.Xrm.Portal.IdentityModel.Web.FederationRequestValidator, Microsoft.Xrm.Portal"/>

                        a.5)

 <add name="LiveId" verb="*" path="LiveID.axd" preCondition="integratedMode" type="Microsoft.Xrm.Portal.IdentityModel.Web.Handlers.LiveIdAccountTransferHandler, Microsoft.Xrm.Portal"/>

                                        <add name="Federation" verb="*" path="Federation.axd" preCondition="integratedMode" type="Microsoft.Xrm.Portal.IdentityModel.Web.Handlers.FederationAuthenticationHandler, Microsoft.Xrm.Portal"/>

a.6) 

<microsoft.identityModel>

<service>

                                        <audienceUris>

                                                        <add value="http://contoso.cloudapp.net/"/>

                                        </audienceUris>

                                        <federatedAuthentication>

                                                        <wsFederation passiveRedirectEnabled="false" issuer="https://contoso.accesscontrol.windows.net/v2/wsfederation" realm="http://contoso.cloudapp.net/" requireHttps="false"/>

                                                        <cookieHandler requireSsl="false"/>

                                        </federatedAuthentication>

                                        <issuerNameRegistry type="Microsoft.IdentityModel.Tokens.ConfigurationBasedIssuerNameRegistry, Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35">

                                                        <trustedIssuers>

                                                                        <add thumbprint="0000000000000000000000000000000000000000" name="https://contoso.accesscontrol.windows.net/"/>

                                                        </trustedIssuers>

                                        </issuerNameRegistry>

                        </service>

        </microsoft.identityModel>

        <microsoft.xrm.portal.identityModel>

                        <registration enabled="true" registrationPath="~/confirm-invite" profilePath="~/profile" accountTransferPath="~/login" requiresInvitation="true"

                                        requiresChallengeAnswer="false" requiresConfirmation="false" invitationCodeDuration="01:00:00"/>

        </microsoft.xrm.portal.identityModel>

b.         Replace the Authentication tag to as follow
<authentication mode="Forms">
<forms loginUrl="/login" timeout="525600"     defaultUrl="/"  />

 </authentication>

3)      Edit \Pages\Login.aspx

a.         Remove                

a.1)

<%@ Register TagPrefix="adx" TagName="AzureAcs" Src="~/Controls/AzureAcs.ascx" %>

a.2)

<adx:AzureAcs runat="server" />

a.3)

<crm:Snippet runat="server" SnippetName="Login/ACS/AccountTransfer/Heading" DefaultText="Live ID Account Transfer" />

a.4)

<p>Already registered with a Windows Live ID account? Sign in to transfer the account to an AppFabric ACS account:</p>

b.         Replace

<crm:LiveIdLoginStatus ID="TransferLiveIdLink" runat="server" LoginImageUrl="https://www.passportimages.com/1033/signin.gif"

LogoutImageUrl="https://www.passportimages.com/1033/signout.gif" />

With

  <asp:Login ID="Login1" runat="server" OnAuthenticate="Login1_Authenticate"></asp:Login>

5)   Edit \Pages\Login.aspx.cs

a.                Add to using

using System.Collections.Generic;

using System.Linq;

using System.Web;

using Microsoft.Crm.Sdk;

using Microsoft.Xrm.Client.Services;

using Microsoft.Xrm.Client;

using Xrm;

using System.Web.Security;

b.                Replace Page_Load

protected void Page_Load(object sender, EventArgs e)

        {

            if ((User != null) && User.Identity.IsAuthenticated)

            {

                var redirectUrl = !string.IsNullOrEmpty(Request.QueryString["ReturnUrl"]) ? Request["ReturnUrl"]: !string.IsNullOrEmpty(Request.QueryString["URL"])? Request["URL"]: "/";

                Response.Redirect(redirectUrl);

            }

        }

c.                 Add

        private Contact _loginContact;

        protected Contact LoginContact

        {

            get

            {

                return _loginContact ?? (_loginContact = XrmContext.ContactSet.FirstOrDefault(c => c.Adx_username == Login1.UserName && c.Adx_LogonEnabled != null && c.Adx_LogonEnabled.Value));

            }

        }

        protected void Login1_Authenticate(object sender, System.Web.UI.WebControls.AuthenticateEventArgs e)

        {

            if (LoginContact == null)

            {

                e.Authenticated = false;

            }

            else

            {

                if (LoginContact.Adx_password == Login1.Password)

                {

                if (LoginContact.Adx_changepasswordatnextlogon != null && LoginContact.Adx_changepasswordatnextlogon.Value)

                    {

                        //var page = ServiceContext.GetPageBySiteMarkerName(Website, "ChangePassword");

                        //string redirectURL = ServiceContext.GetUrl(page) + "?UserName=" + Server.UrlEncode(Login1.UserName) + "&Password=" + Server.UrlEncode(Login1.Password);

                        //Response.Redirect(redirectURL);

                    }

                    else

                    {

                        LoginContact.Adx_LastSuccessfulLogon = DateTime.Now.Date;

                        XrmContext.UpdateObject(LoginContact);

                        XrmContext.SaveChanges();

                        e.Authenticated = true;

                        // Response.Redirect("/");

                        FormsAuthentication.RedirectFromLoginPage(Login1.UserName, true);

                    }

                }

                else

                {

                    e.Authenticated = false;

                }

            }

        }

Compile, Debug and Publish to the IIS.

Download changed portal:

https://docs.google.com/open?id=0B8k6R6QcCN7IaVdQMkZ0Y1RRaWs

Dynamics CRM developers 101

Dynamics CRM developers 101

I'm not going to do tutorial or write developer's guide book, But I am going to recommend of what i think is the best way to start learning to develop on Dynamics CRM.

Here is the plan:

1. Open/Install Dynamics CRM environment, It doesn't matter if it is online or on premise.
2. Open the Dynamics CRM web site, look around, create, update and delete records.
3. Do some customization, nothing fancy, just get the filling of the CRM.
4. Download what I call the "Bible" of Dynamics CRM, The SDK.
   You can get to it through the web:  http://msdn.microsoft.com/en-us/library/aa496081
   Or download it to your computer:  http://www.microsoft.com/en-us/download/details.aspx?id=24004 It is really well written, with lots of examples and walk thoughts
5. Open it and start reading, get to know the SDK and what is in it, Most of your question's answers lays there.
6. Get your hands dirty, Download the developer starter kit and start going over the chapters. http://go.microsoft.com/?linkid=9762116
7. Search the web, If you are reading this blog it means I don't need to tell you about searching the web :).

Well it is not a lot but it is a plan and it works, this is how I've learned to develop on the CRM,

Hope it helps.

MSCRM 2011 early binding plugin using developer toolkit

In the past I've created a walkthough blog about how to create plugin running early binding in online environment.

http://dynamicslollipops.blogspot.com/2011/07/mscrm-2011-early-binding-plugin.html

This is the another option (easier one) for creating it using CRM developer toolkit which comes with the Dynamics CRM 2011 SDK.

http://www.microsoft.com/download/en/details.aspx?id=24004

General knowledge about CRM developr toolkit

http://blogs.msdn.com/b/crm/archive/2011/11/03/developer-toolkit-for-microsoft-dynamics-crm.aspx

Other good step by step blog for building plugin using developer toolkit

http://mscrmshop.blogspot.com/2012/01/step-by-step-plugin-tutorial-using.html

Creating plugin using developer toolkit:

1) Install CRM developer toolkit

http://msdn.microsoft.com/en-us/library/hh547459.aspx

2) Create new developer Project

http://msdn.microsoft.com/en-us/library/hh547393.aspx

3) Create new plugin project. The great thing about it, it comes with all the relevant references in it.

http://community.dynamics.com/product/crm/crmtechnical/b/crminogic/archive/2011/11/14/crm-2011-developer-toolkit.aspx

4) Generate the wrapper (CrmSvcUtil)

5) Choose the entity you wish to add plugin for

6) Choose plugin configuration

And that's it, Start writing plugins..