I have an Azure IoT Central Application with a rule alert. When a rule is triggered, I would like to create an IoT Alert in Dynamics 365 Field Service. The documentation available in Microsoft is outdated: https://learn.microsoft.com/en-us/dynamics365/field-service/cfs-iot-overview.
The power automate template in the photo is not available:
And the Dynamics Create a new record is not available as well:
Is there a more updated document to do this?
Related
What is the most performant and secure method to call an on-premise API (integrated to on-premise systems not related to CRM) from a Dynamics 365 plugin in Azure?
Why do you want to user Dynamics API when you are already in Plugin for Azure.
Why not user native SDK for Dynamics on-prem .net4.6.2
Connect to Dynamics in Plugin using connection tool and use it.
Here is an example to do so, once connected you can perform CURD operation against dynamics.
https://crm365blog.wordpress.com/2018/05/27/connecting-to-crm-2013-2015-2016-and-dynamics-365-in-c/
one more article
https://rawishblog.wordpress.com/2018/07/16/how-to-connect-to-dynamics-crm-onpremises-ad-ifd-from-a-windows-form-application/
I'm trying to find the address of my company Dynamics 365 CRM, and wanted to know if there's any way to get it just with admin privileges on Dynamics 365 CRM.
Background
My boss put me on the task of checking if it's possible to connect our crm365 to this phone company since they said their website can connect to crm365.
The problem is that we have a contract with a microsoft certified company that is in charge of crm365 (which means I don't have access to the code) and they said that such connection is impossible to do.
We have a bit of doubts about this company since the job with crm should have been done 3 months ago and right now it still has lot's of problems.
Phone company requirements for Address:
Address of the destination server.
Port of the destination server.
Folder on the server where CRM notifications are deposited.
Example: https://server:port/folder
They also ask for username and password (which I assume it's from an user).
Unfortunately you cannot access any server of your CRM online instance as its hosted in Microsoft Cloud. Probably you can access CRM data from any external system using Dynamics 365 CRM Web API (or SDK Tooling Connector)
I have an Azure Logic app that needs to connect to an on-premise Dynamics CRM instance.
I'd like to use the "Dynamics 365" connector so I had a look at this article
Connect to data sources on premises from logic apps with on-premises data gateway
But I can't see CRM as part of the supported data source.
For the moment, I plan to connect directly to CRM Sql Server database (available from the data gateway) but I am wondering if there is any workaround to use "Dynamics 365" connector to connect to an on-premise Dynamics CRM instance?
At the moment, the CRM connector does not support the on-prem data gateway. Another option is to use Custom Connectors and wrap your CRM Soap endpoints with it.
Custom Connectors support the on-prem data gateway, thus you can wrap your CRM Soap Endpoints with the Custom Connector and use either SOAP to REST or SOAP pass-through.
This is still in preview and the team are still working on the documentation, but it works :)
HTH
I am curious to know why we always need to register our CRM online instance on an Azure Active Directory in order to authenticate the Web API while accessing from outside CRM domain.
That is, for example, if I need to access CRM online instance through another website using CRM's Web API endpoint, then I must register my CRM instance to Azure Active Directory.
Though I am aware that, its a very nominal charge to create an Azure Active Directory, still I would need to subscribe to Azure even if I just want to perform some general research for CRM connectivity through Web API.
Why this is must? Are there any security considerations behind this?
Why can't we use the same authentication mechanism as we used to do with Organization service?
Any details on this will be much appreciated.
The CRM WebAPI uses OAuth2 and Azure AD is the only currently supported authentication platform to provide this (Windows Server 2016 will support OAuth2 for on-premise).
The Organisation service is a WCF service and as such uses SOAP for authentication and authorization. This is an entirely different technology stack that brings it's own set of problems, many of which the OAuth2 protocol tries to solve in this scenario.
Although you manage your CRM Online users through the Office 365 portal the underlying technology for these accounts is also Azure AD. Check if you can use this existing AD tenant created as part of your subscription rather than having to create another.
If you are using CRM online you already have aan Azure Active Directory. If you haven't already done so, you can signup for an Azure subscription and import the underlying AAD into your Azure subscription. You will need a credit card, but as far is I know using the Azure AD is free.
I am working on MS Dynamics and using CRM SDK to access the entities of dynamics. Code is running fine when I enter the credentials of Dynamics CRM online. I am stuck in a case in which other organization has desktop version of Dynamics CRM ie. 3.0 and they have let me to access their CRM via VPN because they have installed Dynamics CRM on their local network. I want to access the data as I need to import the data in other database as per requirement. but code is not authenticating the credentials . May be something is going wrong when there creates a discovery URL or something else.
How can I resolve it ?