How to authenticate specific user credentials by using the Microsoft CRM Security Model from an external process

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Article ID: 822456 - View products that this article applies to.
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Summary

This article describes the recommended way to authenticate specific user credentials by using the Microsoft Customer Relationship Management (CRM) Security Model from an external process.

More information

To manually load the CredentialCache method of the client proxy class, you must understand the System.Net.CredentialCache class. For more information, visit the following MSDN Web site:
.NET Framework Class Library - CredentialCache.Add Method
http://msdn2.microsoft.com/en-us/library/system.net.credentialcache.add(vs.71).aspx
Microsoft CRM uses integrated Microsoft Windows authentication to perform authentication. As a result, the following Microsoft C# code loads the CredentialCache method of the Microsoft CRM proxy class on the server where the process that is integrating with Microsoft CRM resides.
{

// Set the name of the server to the name of the Microsoft CRM API Web server.

string server = "CRMWebServer";

// Virtual Directory on the Microsoft CRM API Web server.

string virtualDirectory = "mscrmservices";
string strDir = "http://" + server + "/" + virtualDirectory + "/";

// Instantiate a Microsoft CRM BizUser object (Member of Microsoft.CRM.Proxy.dll).

Microsoft.CRM.Proxy.BizUser bizUser = new Microsoft.CRM.Proxy.BizUser ();

bizUser.Url = strDir + "BizUser.srf";

// Instantiate a System.Net.CredentialCache object.

System.Net.CredentialCache credentialCache = new CredentialCache();               

// Instantiate a System.Net.NetworkCredential object passing in the Active Directory UserName,
// Password and Domain that will be used to authenticate into the Microsoft CRM Security Model. 
// Set up this user in Microsoft CRM and give the user the appropriate License Keys and Roles. 

System.Net.NetworkCredential credentials = new System.Net.NetworkCredential +
("User1","Password","Domain");

// Add a value to the CredentialCache to indicate the URI of the Microsoft CRM Server, "NTLM", 
// which represents integrated Windows authenticated and the credentials of 
// the user who is to be used for authentication.

credentialCache.Add(new Uri("http://" + server), "NTLM", credentials);

bizUser.Credentials = credentialCache;

}

Each time that the Web application has to authenticate to the Microsoft CRM API classes and pass lead data, the application passes the credentials of User 1. When a record is created or updated from the Web application to Microsoft CRM, the CreatedBy field and the LastUpdatedBy field are populated with User 1's credentials.

References

For more information about the Microsoft CRM Proxy classes, visit the following MSDN Web sites:
Microsoft CRM SDK
http://msdn2.microsoft.com/en-us/library/aa477293.aspx
Microsoft.CRM.Proxy Namespace
http://msdn2.microsoft.com/en-us/library/aa477376.aspx

Properties

Article ID: 822456 - Last Review: October 26, 2013 - Revision: 5.0
Applies to
  • Microsoft CRM 1.2
  • Microsoft Business Solutions CRM 1.0
Keywords: 
kbnosurvey kbarchive kbmbsmigrate kbinfo KB822456

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