Friday, 15 June 2012

CRM 2011 Online Authentication for Custom Web application

Hi everyone,

Long time no post.

Today I would like to show you guys how to authentication CRM 2011 Online in coding .Net C#.
The objective is: creating a custom web application capturing contact information, then updating the information into CRM Online.

For CRM On Premise, to do so, you guys could follow exactly the same to this blog:

However, in order to connect to CRM 2011 Online using IOrganizationService Web Service, you need to change the code a bit to make the authentication through (Remember, CRM On Premise using AD authentication, but CRM Online using Windows Live ID to do that).

So please, following the above blog until the code inside and using the below code for CRM Online Authentication:

using System;
using System.Collections.Generic;
using System.Linq;
using System.Web;
using System.Web.UI;
using System.Web.UI.WebControls;

using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm;
using Microsoft.Crm.Tools;
using System.Net;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Services.Utility;
namespace CRM_Test2
    public partial class _Default : System.Web.UI.Page
        protected void Page_Load(object sender, EventArgs e)

        private static ClientCredentials GetDeviceCredentials()
            return Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice();

        protected void Button1_Click(object sender, EventArgs e)
            //Authenticate using credentials of the logged in user;
            string UserName = "";   //your Windows Live ID
            string Password = "crmadmin@123";    // your password
            ClientCredentials Credentials = new ClientCredentials();
            Credentials.UserName.UserName = UserName;
            Credentials.UserName.Password = Password;
            Credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;
            //This URL needs to be updated to match the servername and Organization for the environment.
            Uri OrganizationUri = new Uri("https://<CRM-Online-Server-Name>/XRMServices/2011/Organization.svc");           //this URL could copy from Setting --> Developer Source
           Uri HomeRealmUri = null;
            //OrganizationServiceProxy serviceProxy;  
            using (OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(OrganizationUri, HomeRealmUri, Credentials, GetDeviceCredentials()))
                IOrganizationService service = (IOrganizationService)serviceProxy;
            //Instantiate the contact object and populate the attributes.                     
            Contact contact = new Contact();
            contact.FirstName = txtFirstName.Text.ToString();
            contact.LastName = txtLastName.Text.ToString();
            contact.EMailAddress1 = txtEmailAddress.Text.ToString();
            Guid newContactId = service.Create(contact);           
            //This code will clear the textboxes after the contact is created.
            txtFirstName.Text = "";
            txtLastName.Text = "";
            txtEmailAddress.Text = "";
            txtPhoneNumber.Text = "";


Notice the red lines in above code. That's the difference between authenticate in CRM Online and On Premise. For Online version, you need to call the function named "GetDeviceCredentials()", which is defined as private function before that. In order to use this function, you MUST to add one more item which is from SDK --> SampleCode --> Cs --> deviceidmanager.cs. So add this new item into your solution.

After adding the deviceidmanager.cs item, open the cs file and add one more nesscessary reference for using the item, which is: System.Security.Cryptography.

Then now build the whole solution ! Everything is done !

Any question or unclear point. Please drop me an email at I will reply you very quick ;)

Have a nice weekend ;)


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  3. I could not run, I mark that is not the library and not Microsoft.Crm.Services.Utility Contact (), how I can fix this, I would appreciate a prompt response

  4. I read your all contain it is very helpful for your service , find some information related custom web applications

  5. Hi kelly,

    I am doing this from my local machine (Windows 7 Os). I have website and did the same what you have mentioned above. But while running i m getting this error.

    The authentication endpoint Username was not found on the configured Secure Token Service!".

    I m connecting online CRM and added 'DeviceId" class from helper code to my website.

  6. It was very helpful. Thanks.

  7. Hi,
    I've done everything that you said in the article and then deployed it to my web host. It complains that it cant find the microsoftidentitymodel assembly

    I've now asked my provider if they can install this for me (as I dont have the rights to install it it) - failing that is there anything I can do to get around this (a different way of connecting to an online instance from a web sever - not localhost)?


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  10. The code is also suitable for on-premise after setup claims-based authentication (IFD).

    Thanks. you saved me a lot of time.

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