Connecting The Portal Connector to Dynamics CRM using the Web Service Connector

This documentation describes how to install and setup The Portal Connector Service Connector that enables you to connect to internal, non-internet facing, on premise CRM installations through a firewall.

Architecture

This piece of software can be installed on the Dynamics CRM server itself or another internal server that has direct access to the Dynamics CRM server. Below is a diagram showing how the architecture between the servers is expected to be.
Architecture

Requirements

  • Sitefinity with The Portal Connector must be installed successfully and running.
  • A valid SSL certificate for the service domain. This can be created for free using the LetsEncrypt service or you can opt for a self-signed certificate
  • An IIS server that can connect to your Dynamics CRM instance internally

Installation

Before we begin, below are the definitions we’ll use to identify what server we’re talking about in this guide. You can refer to the architechture diagram for a visual representation as well.

  • Server A: The Portal Connector IIS server. This is where The Portal Connector and Sitefinity are installed.
  • Server B: The TPC Service Connector server. This is where we will be installing the service that acts as the middle man between Dynamics CRM and The Portal Connector.

Please follow the below steps to install and activate the Portal Connector Service Connector:

  1. Download the Portal Connector Service Connector package from our website here: https://www.crmportalconnector.com/developer-network/customer-portal/downloads
  2. Remote desktop into Server B
  3. Copy the zip file from Step 1 to Server B
  4. Create a new empty directory in your websites folder and copy the contents from the zip file downloaded in Step 1 to this directory
    Files Folder
  5. Open Internet Information Services Manager and create a new website. Point this website to the folder that we just created. Assign the server a host and uncheck “Start Website immediately”
    Website Config Dialog
  6. Open the web.config file in the website directory so we can configure the credentials. Enter any new secure credentials into the fieldsService Credentials Config
  7. In the web.config, scroll down to the bottom to configure the SSL security settings and certificate. In the serviceCertificate element, provide the search string to your certificate registered for the host you set up in Step 5.  Please see the following documentation for information on how to locate your certificates from different key stores: https://docs.microsoft.com/en-us/dotnet/framework/configure-apps/file-schema/wcf/servicecertificate-of-servicecredentialsSSL Thumbprint Config
  8. Open Internet Information Services again on Server B and start the Application Pool and Site for our site we created.
  9. Confirm the services are working by navigating to the following URL: https://service.example.com/Services/CrmService.svc. Replace service.example.com with your host. If the response contains XML then the service is ready to connect.
  10. To test the connection between The Portal Connector and your CRM Server, first login to the Sitefinity backend of your site hosted on Server A.
  11. Once in the backend, navigate to Administration > Portal Connector Configuration
  12. Select “Web Service” from the Connection Type drop down.
  13. Enter your Dynamics CRM credentials in the Server URL/Domain/Username and Password fields
  14. Enter your Portal Connector Web Service credentials that you set up in Step 6 to the Web Service Username and Web Service Password fields
  15. Paste the URL that you used to test the connection from Step 9 into the Web Service URL field
    CRM Connection Preview