Introduction

We'll look at creating a customer portal using XrmLinq LINQ to CRM library, this walkthrough will grow overtime, to get started we have created a simple sign-in, register and view history options.

Features

• Sign In - authenticate clients against CRM
• Reset Password - allow the clients to reset their password
• View History - allow clients to see their contact history
• Edit Profile Comming Soon!
• View & Download Invoices Comming Soon!
• View & Create Cases Comming Soon!

To reduce noice and the amount of code we'll be connecting to CRM directly from our ASP.NET application.

Requirements

• Visual Studio 2005 or 2008
• XrmLinq Trial
• ASP.NET
• .NET Framework v3.5

Setup

• Create a new Visual Studio Web Application project (.NET Framework 3.5)
• Add references to
  • System.Web.Services
  • XrmLinq - download the trial version, extract the zip file to get this file
  • microsoft.crm.sdk download the crm sdk from msdn.microsoft.com
  • microsoft.crm.sdktypeproxy download the crm sdk from msdn.microsoft.com
• Open up the web.config file and add the following keys, we'll be using these settings to connect to CRM
  
  

  <appSettings>

    <add key="crm.sdkurl" value="http://demo:5555/mscrmservices/2007/crmservice.asmx"/>

    <add key="crm.organization" value="Demo"/>

    <add key="crm.domain" value="DemoDomain"/>

    <add key="crm.username" value="Administrator"/>

    <add key="crm.password" value="p@ssw0rd"/>

  </appSettings>

• Save and close web.config