I have got a requirement from one of customers create customer portal. It was my first experience with portals so I decided not to build custom website but to install and configure Customer Portal. I would not write how to install and configure this solution – it is well described. Once it was configured I had a phone conference with customer and first requirement and main challenge for me was to remove LiveId authentication and replace it with other authentication.
I googled and found following article that described how to solve the same issue for CRM 4.0 that was written by MVP fellow Dylan Haskins (thanks a lot, I owe you a beer). Here are steps to replace LiveId authentication with Forms authentication (I assume that you’ve already configured Customer Portal):
1. Open web.config file and find following text:
Replace it with:
2. Open Pages/login.aspx file and replace content of page with following markup:
3. Open Pages/login.aspx.cs file and replace whole code with following:
4. In Page folder create Logout.aspx page. Open codebehind – Logout.aspx.cs and put following code inside:
5. Open MasterPages/Default.master and find following markup:
Replace it with following markup:
6. Clean and build your website.
7. For test purposes create a contact in CRM:
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8. Open Customer Portal and try to log in:
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That’s it and in case you are too lazy to do provided steps you can find source code of a project here:
I googled and found following article that described how to solve the same issue for CRM 4.0 that was written by MVP fellow Dylan Haskins (thanks a lot, I owe you a beer). Here are steps to replace LiveId authentication with Forms authentication (I assume that you’ve already configured Customer Portal):
1. Open web.config file and find following text:
<authentication mode="None"/><authentication mode="Forms">
<forms name=".ASPXAUTH" loginUrl="login"
defaultUrl="default.aspx" protection="All" timeout="30" path="/"
requireSSL="false" slidingExpiration="true"
cookieless="UseDeviceProfile" domain=""
enableCrossAppRedirects="false">
</forms>
</authentication>
<%@ Page Language="C#" MasterPageFile="~/MasterPages/Default.master" AutoEventWireup="True" CodeBehind="Login.aspx.cs" Inherits="Site.Pages.Login" %>
<asp:Content ID="Content1" ContentPlaceHolderID="ContentBottom" runat="server">
<asp:Login
ID="Login1" runat="server" onauthenticate="Login1_Authenticate">
</asp:Login>
</asp:Content>
using System;
using System.Web.Security;
using Xrm;
using System.Linq;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Portal.Configuration;
using Microsoft.Xrm.Portal.Access;
using Microsoft.Xrm.Portal.Cms;
using Microsoft.Xrm.Portal.Core;
namespace Site.Pages
{
publicpartialclass Login : PortalPage
{
private Contact _loginContact;
protected Contact LoginContact
{
get
{
if (_loginContact != null)
{
return _loginContact;
}
_loginContact = XrmContext.ContactSet
.FirstOrDefault(c => c.Adx_username == Login1.UserName
&& (c.Adx_password == Login1.Password));
XrmContext.Detach(_loginContact);
return _loginContact;
}
}
protectedvoid Page_Load(object sender, EventArgs e)
{
if ((User != null&& User.Identity != null) && User.Identity.IsAuthenticated)
{
var redirectUrl = !string.IsNullOrEmpty(Request.QueryString["ReturnUrl"])
? Request["ReturnUrl"]
: !string.IsNullOrEmpty(Request.QueryString["URL"])
? Request["URL"]
: "/";
Response.Redirect(redirectUrl);
}
}
protectedvoid Login1_Authenticate(object sender, System.Web.UI.WebControls.AuthenticateEventArgs e)
{
if (LoginContact == null)
{
e.Authenticated = false;
}
else
{
if (LoginContact.Adx_username == Login1.UserName)
{
if (LoginContact.Adx_changepasswordatnextlogon.Value)
{
var portal = PortalCrmConfigurationManager.CreatePortalContext();
var website = (Adx_website)portal.Website;
var page = (Adx_webpage)portal.ServiceContext.GetPageBySiteMarkerName(portal.Website, "ChangePassword");
string redirectURL = page.Adx_PartialUrl + "?UserName=" + Server.UrlEncode(Login1.UserName) +
"&Password=" + Server.UrlEncode(Login1.Password);
Response.Redirect(redirectURL);
}
else
{
LoginContact.Adx_LastSuccessfulLogon = DateTime.Now;
XrmContext.Attach(LoginContact);
XrmContext.UpdateObject(LoginContact);
XrmContext.SaveChanges();
XrmContext.Detach(LoginContact);
e.Authenticated = true;
FormsAuthentication.RedirectFromLoginPage(Login1.UserName, true);
}
}
else
{
e.Authenticated = false;
}
}
}
}
}
using System;
using System.Linq;
using Microsoft.Xrm.Portal.Access;
using Microsoft.Xrm.Portal.Cms;
using Microsoft.Xrm.Portal.Core;
using Microsoft.Xrm.Portal.Web;
using Xrm;
using System.Web.UI.WebControls;
using Site.Library;
using System.Web.Security;
using Microsoft.Xrm.Portal.Configuration;
namespace Site.Pages
{
publicpartialclass Logout : PortalPage
{
protectedvoid Page_Load(object sender, EventArgs e)
{
FormsAuthentication.SignOut();
var portal = PortalCrmConfigurationManager.CreatePortalContext();
var website = (Adx_website)portal.Website;
var page = (Adx_webpage)portal.ServiceContext.GetPageBySiteMarkerName(portal.Website, "Home");
Response.Redirect(page.Adx_PartialUrl);
}
}
}
<asp:LinkButton ID="LogoutLink" runat="server" Text='<%$ Snippet: links/logout, Logout %>' OnClick="LogoutLink_Click"/>
<asp:HyperLink ID="LogoutLink" runat="server" Text='<%$ Snippet: links/logout, Logout %>' NavigateUrl="/Pages/logout.aspx"/>
7. For test purposes create a contact in CRM:
8. Open Customer Portal and try to log in:
That’s it and in case you are too lazy to do provided steps you can find source code of a project here: