We are integrating Dynamics 365 Online and Box to use Box as a content layer for CRM opportunity documents. The trust settings in Dynamics 365 does not allow API calls to Box. The setting needed for that is medium. How do I change trust settings in Dynamics 365 or is it even allowed?
You can use Box, but with the help of 3rd-parties like Zapier, Workato, Skyvia, etc. Here you can find more about this kind of integration: https://community.box.com/t5/Business-Apps-Forums/How-to-Integrate-Box-with-MS-Dynamics-365/td-p/34829
Related
According to this guide there are a jillion ways to integrate, some of which are beyond my understanding, but they seem to require a Client Id which is created via portal.azure.com
When I log into that site, it says I don't have a subscription. I don't really want an azure subscription - I have an office 365 subscription already.
Is there a way to integrate with office 365 without an azure subscription or some way that means I don't have to pay for Azure?
I have a program that runs as a windows service that books something, and when it's completed I simply wanted to insert the booking automatically into my outlook calendar.
To access Graph API you need to give a set of permissions to your app for selected endpoints and it can be done only in Azure portal.
Every Office 365 tenant has an Azure Active Directory.
To find it go into the Office 365 Administration dashboard, click the "Show All" menu down the left and side of the page, then click "Azure Active Directory". This will take you into the AAD admin pages in the Azure Portal.
From there you can register an application.
I'm trying to know if MS Dynamics can be included into an iFrame. We would like to integrate within a call center desktop MS Dynamics, and this would require that we can place MS Dynamics into an iframe. I have done a search, but I can only seem to find iframes within MS dynamics but not the other way around. In addition, MS Dynamics does not seem to provide developer accounts to test for free.
If anyone knows the answer I would really appreciate.
thanks,
No you cannot add Dynamics 365 (crm) as Iframe in your website. This is not allowed from Microsoft. This is basically due to cross scripting and authentication.
To solve your purpose you can use portals. Portals act as website and it will leverage/build on dynamics data (dataverse)
Look at this thread which mentions somewhat similar topic
I have a project that I'm working on and could use some help.
Basic idea is to create case in dynamics 365 CRM with data that customer submits trough form on my website. I did some research and found that i can use clickDimension or workflow. Butt this assignment is for my class and i need to do some coding. So my question would be where can i start or better what solution can I do with my code. Should I parse form submission to JSON and then pass it to CRM or just use CRM API and connect it with form. I'm open to any suggestions and if someone can help me and give me a few guidelines on what should I do. My coding knowledge is little limited so don't be hard on me if my first two solutions sounded stupid.
Thank you all :)
As mentioned your desired assignment is to do some coding,
I will do as follow
From submit on your website, Fire code (plugin,c#,java,python)
From your code, connect to Dynamics 365 (crm) webapi
Once you are connected you can easily create case in Dynmics 365 (crm)
If case creation is sucees or failure you can return
Dataverse API
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
If your website is WordPress based, you can use a plugin from AlexaCRM. Otherwise, if you can send an email from your website to CRM with required details, you can use the Email to Case functionality to automatically create case from emails.
how can I create a workflow in Dynamics CRM Online that creates the envelope, add the recipients and then show the DocuSign web resource so the user can choose the document to use in the envelope and apply any available templates, and then click send?
I am sure it will need to be a custom workflow, not 100% sure how to show the DocuSign frame after the envelope creation. Can I use the existing web resource available after the DS solution installation, or would I need to create my own?
See the DocuSign for Microsoft Dynamics guide here
See DocuSign Custom Activities on page 21.
I am getting this error
Unable to authenticate LiveId.
http://prntscr.com/cx116z
I would suggest to get in touch with developers of that application. It looks like you use Office 365 authentication and that application tries to authenticate using provided credentials using LiveId that is not used as authentication provider for years.
Not sure what plugin you are using, but our plugin fully supports Office 365 Authentication and works fully with CRM On-Premises and CRM Online versions 2011 or later: https://www.saintsystems.com/products/gravity-forms-dynamics-crm-add-on/
Let me know if I can help in any way.