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Web Form (IFD) Authentication

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[Applies to: Microsoft Dynamics CRM 4.0]

Internet-facing deployment (IFD) uses Active Directory to authenticate a user. The user can access Microsoft Dynamics CRM from an internal network or from the Internet. Either way, the user must have an account in Active Directory.

The process to authenticate a user under IFD resembles Active Directory authentication. However, the licensing model specified when you access the CrmDiscoveryService Web service is a Microsoft Service Providers License Agreement (SPLA). In addition, a ticket must be obtained and set in the CrmAuthenticationTokenValue property value instance of the CrmService instance.

Web Form (IFD) authentication process

The IFD authentication process involves the following steps:

  • Create an instance of the CrmDiscoveryService Web service proxy.
  • (1,2) (Optional) Obtain a list of available organizations from the CrmDiscoveryService Web service. Find the target organization in the list.
  • (3,4) Obtain a ticket from the CrmDiscoveryService Web service.
  • Create a CrmAuthenticationToken instance and set its AuthenticationType, OrganizationName, and CrmTicket property values.
  • (5) Create an instance of the CrmService Web service proxy and call Web service methods.

Example

This process is demonstrated in the following sample code.

[C#]

using System;
using System.Xml;
using System.Text;
using System.Web.Services.Protocols;

// Microsoft Dynamics CRM namespaces.
// Note that the Visual Studio project name is IFD_Authentication.
using IFD_Authentication.CrmSdk;
using IFD_Authentication.CrmSdk.Discovery;

public class IFDConnection
{
    // A CrmService reference.
    public readonly CrmService CrmService = null;

    // URL of the Web application.
    public readonly string WebApplicationUrl = String.Empty;

    // GUID of the user's organization.
    public readonly Guid OrganizationId = Guid.Empty; 

    /// <summary>
    /// Authenticate the user using IFD (Internet Facing Deployment). The class
    /// constructor sets the values of the public variables (CrmService, etc).
    /// </summary>
    /// <param name="organization">Name of the user's organization.</param>
    /// <param name="server">Microsoft Dynamics CRM server URL.
    /// For example: https://myserver.</param>
    /// <param name="domain">Name of the domain hosting the user's system
    /// account.</param>
    /// <param name="username">User's system account name.</param>
    /// <param name="password">User's account password.</param>
    public IFDConnection(string organization, string server, string domain,
                         string username, string password)
    {
        //Remove any trailing forward slash from the end of the server URL.
        server = server.TrimEnd(new char[] { '/' });

        // Initialize an instance of the CrmDiscoveryService Web service proxy.
        CrmDiscoveryService disco = new CrmDiscoveryService();
        disco.Url = server + "/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx";

        //Retrieve a list of available organizations.
        RetrieveOrganizationsRequest orgRequest = 
            new RetrieveOrganizationsRequest();
        orgRequest.UserId = domain + "\\" + username;
        orgRequest.Password = password;
        RetrieveOrganizationsResponse orgResponse =
            (RetrieveOrganizationsResponse)disco.Execute(orgRequest);

        //Find the desired organization.
        foreach (OrganizationDetail orgdetail in orgResponse.OrganizationDetails)
        {
            if (orgdetail.OrganizationName == organization)
            {
                //Retrieve the ticket.
                RetrieveCrmTicketRequest ticketRequest = 
                    new RetrieveCrmTicketRequest();
                ticketRequest.OrganizationName = organization;
                ticketRequest.UserId = domain + "\\" + username;
                ticketRequest.Password = password;
                RetrieveCrmTicketResponse ticketResponse = 
                    (RetrieveCrmTicketResponse)disco.Execute(ticketRequest);

                //Create the CrmService Web service proxy.
                CrmAuthenticationToken sdktoken = new CrmAuthenticationToken();
                sdktoken.AuthenticationType = 2;
                sdktoken.OrganizationName = organization;
                sdktoken.CrmTicket = ticketResponse.CrmTicket;

                CrmService = new CrmService();
                CrmService.CrmAuthenticationTokenValue = sdktoken;
                CrmService.Url = orgdetail.CrmServiceUrl;

                WebApplicationUrl = orgdetail.WebApplicationUrl;
                OrganizationId = orgdetail.OrganizationId;

                break;
            }
        }
    }
}

See Also

Concepts

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