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问题描述

我们正在执行一个项目,该项目中有两种情况允许员工向CRM提交案例。

一种方法是向已连接的公共邮箱发送电子邮件CRM,然后电子邮件转换为CRM中的案例。

在这种情况下,如果CRM中不存在发件人,则会自动创建联系人。但是联系人没有用于登录Portal的用户名和密码。因此员工无法登录Portal。

另一种方式是在Portal中提交案例。在这种情况下,员工需要登录Portal。

由于这些员工是O365的用户,因此II提出了解决方案,员工可以通过Azure AD登录Portal。 
当员工通过Azure AD登录Portal时,将在CRM中自动创建联系人,用户名是Azure AD的指南。但是,也存在问题。在员工通过Azure AD登录Portal之前,如果员工已向公共
邮箱发送电子邮件,则会在CRM中创建没有用户名的联系人。然后他(或她)通过Azure AD登录Portal,它会暗示"已经收到电子邮件"。

并且CRM是 适用于客户互动的Dynamics 365(在线)。

您知道解决方案吗?请告诉我,非常感谢。

解决方案

We are carrying out a project, there are two scenarios in this project that allow employees to submit cases to CRM.
One way is to sent a email to the public mailbox that has been connected with CRM, and then the email converts to a case in CRM.
In this scenario, if the sender doesn't exist in CRM, a contact will be automatically created. But the contact doesn't have a username and password to log in to Portal. So the employee can't log in to Portal.
The other way is to submit a case in Portal. Employees need log in to Portal in this scenario.
Because these employees are users of O365, I I came up with a solution, employees can log in to Portal by Azure AD. 
When employees log in to Portal by Azure AD, a contact will be automatically created in CRM, and the username is the guid of Azure AD. However, there has a problem too. Before employee logs in to Portal by Azure AD, if the employee has sent a email to the public mailbox, it will create a contact without username in CRM. Then he(or she) logs in to Portal by Azure AD, it will hint that 'the email is already taken'.
And the CRM is  Dynamics 365 for Customer Engagement(Online).
So do you know the solution? Please tell me, thanks a lot.

解决方案


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08-31 09:40