• Register the application with your Azure subscription
• Build the Console Application

string authority = "https://login.microsoftonline.com/68e86d2-65ed-4666-8ee-f8ce245d20de/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);
var credentials = new UserCredential("shashank@s.onmicrosoft.com", "pas@wrd1");
//without prompt
AuthenticationResult authResult = authContext.AcquireToken(serviceUrl, clientId, credentials);
authHeader = new AuthenticationHeaderValue("Bearer", authResult.AccessToken);

• Register the application with your Azure subscription
• Build the Console Application

Prerequisites

CRM / D365 Trial Organisation

Register the application with your Azure subscription

Step 1 Login to azure portal  https://portal.azure.com with your CRM credentials

Step 2 Click on Azure Active Directory – App registrations

 Step 3 Click on to New application registration

 Step 4 Enter Your Desired Name and Redirect URL but select Native in Application type and click on create Button

Step 5 After some some time you will be able to see your created apps then click on it

Step 6  Then click on Required permissions under API Access and then click on Add

Step 7  Click on Select API and then Select Dynamics CRM Online and Click on Select

Step 8  Select Access CRM Online as organisation users checkbox and click on Select Button

Step 9 Then click on Done

Build the Console Application 

Step 1 Navigate to Microsoft Url for sample for web API or click here quick start sample and extract to your desired location

Step 2 Open the Solution file in vs and you have to edit the code by reading the comment with TODO tag

Step 3 Update the service URLwith your current CRM organisation

Eg:

        private static string serviceUrl = "https://sa##x.crm8.dynamics.com";   // CRM Online

To get the client ID go to your app in Azure and copy the GUID specified for Application ID

To get the client ID go to your app in Azure and copy the GUID specified for Application ID and redirecting URL to Home Page URL ( will be same as you gave at the time of app creation in Redirecting URL)

private static string serviceUrl = "https://sablecafex.crm8.dynamics.com";   // CRM Online
private static string userAccount = null;  //CRM user account
private static string domain = null;  //CRM server domain
private static string clientId = "e5cf0024-a66a-4f16-85ce-99ba97a24bb2";
private static string redirectUrl = "http://localhost";  //e.g. "http://localhost/SdkSample"

Step 3 Update Authentication Context with direct Authorisation Endpoint URL

To get Authorisation Endpoint URL go to your app in Azure click on Endpoints button

And copy the OAUTH 2.0 Authorization Endpoint URL

string authority = "https://login.microsoftonline.com/e5cf0024-a66a-4f16-85ce-99ba97a24bb2/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);

//AuthenticationParameters ap = AuthenticationParameters.CreateFromResourceUrlAsync(
//        new Uri(serviceUrl + "api/data/")).Result;
//AuthenticationContext authContext = new AuthenticationContext(ap.Authority, false);

string authority = "https://login.microsoftonline.com/e5cf0024-a66a-4f16-85ce-99ba97a24bb2/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);

AuthenticationResult authResult = authContext.AcquireToken(serviceUrl, clientId, new Uri(redirectUrl), PromptBehavior.Always);

The above code is connection with Prompt dialogue, for connection without prompt see my another thread – without prompt

Step 4 Rebuild

 Include the below reference to your project(to global config file the line before where your client credentials is configured) and change the .Net framework to 4.6.1 and rebuild 

for More details on it refer to my another thread here 

Step 5 Rebuild Your code and run it you will be prompted with sign in page enter your credentials

Step 5 Press on Accept

 And Your are done

You can have a look at my code here : My Sample Code

Inspired By : Nishant Rana’s Weblog

Happy Coding and CRMing

SOURCE : mscrm.com

Message : “One or more errors occurred.” 
Source : “mscorlib”

Code Snippet :

//Create an HTTP client to send a request message to the CRM Web service.
                using (HttpClient httpClient = new HttpClient(messageHandler))
                {
                    //Specify the Web API address of the service and the period of time each request
                    // has to execute.
                    httpClient.BaseAddress = new Uri(serviceUrl);
                    httpClient.Timeout = new TimeSpan(0, 2, 0);  //2 minutes

                 
                    ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls11 | SecurityProtocolType.Tls12;

                    //Send the WhoAmI request to the Web API using a GET request.
                    var response = httpClient.GetAsync(“api/data/v9.0/WhoAmI”,
                            HttpCompletionOption.ResponseHeadersRead).Result;

                    if (response.IsSuccessStatusCode)
                    {
                        //Get the response content and parse it.
                        JObject body = JObject.Parse(response.Content.ReadAsStringAsync().Result);
                        Guid userId = (Guid)body[“UserId”];
                        Console.WriteLine(“Your system user ID is: {0}”, userId);
                    }
                    else
                    {
                        Console.WriteLine(“The request failed with a status of ‘{0}'”,
                               response.ReasonPhrase);
                    }
                }

Happy Coding

SOURCE : https://community.dynamics.com

Providing exceptional customer experience is the new competitive advantage. CaféX Live Assist for Microsoft Dynamics 365 enables personalised, omnichannel customer engagement that will delight your customers and improve your agents’ productivity.

Hosted in the Azure cloud, the combined solution embeds real-time customer interaction within the Unified Service Desk and web clients for Dynamics 365. The immersive solution extends in-app live assistance to customers, who can interact with service representatives via text, co-browsing, bot escalation and more.

With CaféX Live Assist and Dynamics 365 tightly integrated, you can:

o   Proactively engage with chat

o   Problem solve faster with co-browse and bots

o   Ensure a 360-degree view throughout customers’ journeys

o   Reduce operating costs and increase online sales

o   Deliver best-in-class digital experiences based on customers’ unique preferences including mobile and web channels.

Prerequisites

The prerequisites for  link Live Assist to Microsoft Dynamics 365 Customer Engagement  include:

o   An instance of Dynamics 365 Customer Engagement (Online)

• You can request a trial of Dynamics 365 for Customer Engagement here

Setting Up Live Assist for Microsoft Dynamics 365

Step 1 – Validate / Promote your Current User to Admin 

1) Login into Your Microsoft D365 Account and navigate to Security Under Settings

2) Go to Users 

3) Select your current user and click on the ribbon button to Promote To Admin 

4) Click on OK 

  

Step 2 – Configure Live Assist for Dynamics 365

Navigate to Settings and then click on Dynamics Marketplace  

A popup will open type live in search box and you will see the below screen click on Free trial  

Validate the information and click on continue button by accepting the terms and condition

Select your organisation and press on Agree button to agree Microsoft Legal stuff 

On setup Live assist page validate the Dynamics 365 Instance page, enter your email address , accept cafex terms and condition and press on Submit

This configures the Live Assist on the specified Dynamics 365 Instance and also sends the email to the email id specified.

Step 3 – Login into Live assist Admin Center

After some time you will get an email confirmation on your provide email address once your live assist environment is configured 

Press on to login Button 

Enter and validate the details and Click on Confirm and Authorise

Click on Accept Button 

Select with the option for I wish to Begin my trial

Now you will be redirected to your Dashboard of the admin center.

Happy CRMing

Learn more