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.
Related
When creating users in Dynamics 365 using the Microsoft CRM SDK, the salesperson security role is automatically assigned. We believe this behavior started recently.
It does not happen when creating users in Dynamics 365 using the UI.
The behavior is documented here for imported user.
The security role can also be added automatically based on assigned license. It is possible to opt out of this. One of our customers had Microsoft do this for their Dynamics environment, but the salesperson role is still added automatically.
This does not happen when creating users in on-premises CRM using the same code. There must be something on the Microsoft Dynamics 365 server side adding this security role.
Is there a way to avoid the automatic security role assignment?
We have a workaround by adding the user to the AAD security group of the Dynamics environment and waiting until the synchronization from AAD to Dynamics 365 creates the user before we add access and update personalia/settings using the API.
There is contact based portal registration.
In CRM a person can exists in multiple business units.
Now when a user try to login, it says password incorrect because it is referring to the other contact which is not having the password but same emailId.
I want to enable portal for all the contacts in the system, based up on the business unit I will show the menu items.
suggest changes in portal setup so that it can handle multiple contacts for the user
You have to think again about your implementation idea based on Administrator's Guide to Portal Capabilities for Microsoft Dynamics 365.
Few points:
Multiple contacts is not a good idea, that too with the same email address. Not sure which Business Units (BU) you are talking about, but how you are planning to hook the authentication piece by different BU? Use the same Contact and after authentication, decide the authorization part based on your concept
Even different Contact with different Email for different purpose is ok, but I would recommend you to look at web roles instead
If Menu items has to be dynamic & depends on configurations, use Liquid syntax rather than complex implementations. Read more
We are trying to change Button Visibility Based on User Role. Added Custom Security Role, Assigned roles to Users from Dynamics 365 environment .
Custom Security roles
Assigned These roles to Users via Manage Roles option.
Manage User Roles
How can we get Role assigned for CurrentUser in Powerapps Environment? Only 3 attributes(Email,fullName,Image) are available for User() object. Tried using Dynamics 365 Users, Security roles etc into Datasource. Also tried by adding Users entity into Datasource.
Dynamics 365 security roles, users in to datasource
In a classic Dynamics CRM web UI or Model driven PowerApp, we have a choice to write client side form scripting to pull current user’s security roles and manipulate the client controls. We will be using web api or odata & utilize the systemuserrolescollection or SystemUserRolesSet dataset to pull the needed data. Read more
But in Canvas apps, even today we are unable to find this System user roles table in Dynamics 365 connectors. So we have to wait till this is exposed.
Or you can have a SQL replication (maybe Data export service) or custom connector which consume the D365 web api to pull this data.
Adding,Updating Custom Attributes to Office 365 User Mailbox.I know this can be done through PowerShell but is there any API reference or tool is doing this job for bulk users? I am new to this stuff. Any help would be appreciated.
Thanks
If your Identity approach is (Synchronized IDs), your Active Directory onprem is the source of authority, custom attributes could be configured from the on prem application itself or ADSI edit (works but officially not supported by MS!).
https://learn.microsoft.com/en-us/azure/active-directory/connect/active-directory-aadconnect-get-started-custom
Azure AD connect is the software you need to install, which controls the attribute flow from AD on prem to Azure AD, You can extend the schema in Azure AD with custom attributes added by your organization or other attributes in Active Directory. To use this feature, select Directory Extension attribute sync on the Optional Features page
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