I need to get all personal dashboards in db I looked at tables:UserQuery, UserFormBase, UserQueryBase, UserQueryVisualizationBase, SavedQueryVisualizationBase
found nothing. In systemform table I found dashboard but not personal.
Where is this treasure?
It is in UserFormBase, you may get more detail here
I tested both online and on-premise.
Related
We have a scenario where we do not have enough licenses to provide to the users for Dynamics CRM Online. But we need these users to be able to edit/create rows in Appointments and Task tables. We have a license with Admin access. Can this license be shared or used in such a way that users can edit these tables through any other interface say using Power Apps or so? Is there any way to enable them to edit the tables?
What you can do is, get the per-user-per-app license for users so they can use Canvas app and get authenticated using AD SSO.
You can use the Admin service account to do data interactions into Dynamics CRM using MS Flow/Power Automate. Essentially CDS connector will use the licensed CRM admin account in the backend. Honestly I never tried this.
Another user also used HTTP request to use LogicApps to POST the data without license. Reference
PowerApps portals is another option.
As I understand, we can access records created by Portal users and their respective Entity Permissions apply for them. However, I wanted those users to be able to even access records which were created by CRM users within Dynamics 365 (and not records created from Portal by a Portal user which is assigned to System)
Is this possible? If yes, how can I achieve that?
Thanks in advance!
It does not matter who created the record, what matters is if that user has access to it. It would not make much sense to show only records that were created by the portal users - how would you then handle something like Customer Service (on one end users use portal, but on the other they are using CRM, bot are creating records).
So basically I'm not sure how aware are you of the configuration of permissions, but let's say that you configured that a Contact (which is a portal user) has access to all records "Cases" that are referencing this contact (this is simply configuration in Entity Permission record). If yes then contact will see records created by him and all other cases that are referencing him as a contact, so if you as a CRM user will create a Case for a Contact, this Contact will see the case.
We're using Microsoft Dynamics CRM 2016 on-premise. Is there a way to do a database query on the default form that users will see for a specific entity?
The reason I ask, we have a user that has an error when opening an email form:
systemform With Id = a7415a93-0113-4d90-80cd-280e28dfb4f7 Does Not Exist
This might have been an old form that has long been deleted from our system, and I'm wondering if there are any other users that might have this default systemform ID, as it will prevent them from opening that entity.
Users' most recently viewed forms are stored in the UserEntityUISettingsBase table. You can query the UserEntityUISettings view to see if any users are having the given form as their default form:
SELECT * FROM UserEntityUISettings
WHERE LastViewedFormXml LIKE '%a7415a93-0113-4d90-80cd-280e28dfb4f7%'
Keep in mind that it is entirely unsupported to update the database directly, so I would strongly recommend that you only stick to querying. If you find any forms this way, you should change them in a supported manner.
I am attempting to create a simple application for creating users in our on-prem Dynamics 2013 CRM installation. Right now, we create a user in AD then go to CRM and import the user by entering the AD username and domain in the CRM username field. We then manually enter the additional user properties. Currently, I have my app creating the AD users but, being new to CRM, I am stumbling about figuring out how to utilize the sdk to add my users in CRM. Also, I wonder if there is a better way to go about this.
Any help or guidance would be greatly appreciated.
Try starting with this from the online MSDN reference:
Sample: Create an on-premises user
Dynamics CRM (relative) newbie here.
I have an activity feed set up on a users dashboard (I used the Personal Wall web resource). If I look at the default posts for the Account view, everything is cool.
However, if I go and "follow" an Account when I look at my activity feed I can see other posts that relate to records that Account is involved with that are outside of my security role. For example, that Account has several Case records. My role has no permissions to Cases whatsoever, but there is the post in my activity feed. If I click on the case I get a prvReadPriviledge error which is correct, but I don't want users to do this - I don't want these posts to show up in their feeds at all, even if the are following the account.
These posts do need to show up in the feeds for people working Cases, however (and their roles will have read/write to the Case entity).
I'm not sure what do here.. can you help?
I believe that this is what you're looking for it's from Microsoft's site.
"The activity feeds walls are web resources that can be embedded in dashboards in context with relevant grids and visualizations. For example, you can embed the msdyn_/PersonalWall.htm web resource into a dashboard with specifying the HideUserProfile parameter. The default is value 1 (or, true), to hide the user profile, to unhide, use the value 0 (or, false). For more information about how to use web resources in dashboards, see Analyze data with dashboards."