Question

I’m working on a web portal for customers that will connect to Microsoft Dynamics. I don’t want to make Dynamics CRM directly a internet facing deployment (IFD), so I’d like to use a separate database that the web interface interacts with and then use web services to move the data between the web portal database and Dynamics CRM.
I’m just looking for thoughts on whether this is the best way to proceed and whether there are any good code examples, etc. that I can look at for implementing this?
I saw Microsoft has a Customer Portal but it looks like it requires (at a cursory glance) an IFD deployment – which I don’t want.

Answer 1

First, after creating your ASP.NET project (WebForms or MVC 3), add the following references:

1. Microsoft.crm.sdk.proxy.
2. Microsoft.xrm.sdk.
3. System.Runtime. Serialization.
4. System.ServiceModel.

In your code-behind Create a class then add the following code:

private IOrganizationService GetCrmService(string userName, string password, string domain, Uri serviceUri)
{
    OrganizationServiceProxy _serviceProxy;

    ClientCredentials credentials = new ClientCredentials();
    credentials.Windows.ClientCredential = new System.Net.NetworkCredential(userName, password, domain);
    //credentials.UserName.UserName = userName;  // uncomment in case you want to impersonate
    //credentials.UserName.Password = password;
    ClientCredentials deviceCredentials = new ClientCredentials();

    using (_serviceProxy = new OrganizationServiceProxy(serviceUri,
                                                        null,
                                                        credentials,
                                                        deviceCredentials))
    {
        _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
        return (IOrganizationService)_serviceProxy;
    }
}

If you want to retrieve multiple records:

string fetch = @"My Fetch goes here";
EntityCollection records = getCrmService().RetrieveMultiple(new FetchExpression(fetch));

I highly recommend to download the SDK or check this
You’ll find many samples and walkthroughs which will help you to build good portals.