MS CRM V9 Archives - Microsoft Dynamics 365 Blog

How to Enable Dynamics 365 CRM and SharePoint Integration Step by Step

Microsoft Dynamics 365 — Sat, 20 May 2023 14:25:17 +0000

Enable SharePoint for Microsoft dynamics CE

You need a quick and easy way to store and access files related to opportunities, accounts, quotes, contacts, and more. This includes contracts, quotes, offers, images, etc. then you should be looking for is Dynamics 365 integration with SharePoint.

Click here for blog : Enable SharePoint for Power pages | Power portals | Dynamics 365 Portals

1 – clock on setting and then Advanced Settings. If you can’t find this, make sure you are logged in as a user with administrator privileges.

2 – Open Settings and choose System – Document Management

3 – Choose the option Configure Server-Based SharePoint Integration

4 – On the wizard that will open, indicate if your SharePoint is Online or On-Premises. The SharePoint integration can connect to both. It can even connect to multiple SharePoint sites, but they all have to be either online or On-Premises.

5 – Assuming you chose Online on the previous step, now you one need to enter the URL of the SharePoint site you want to use.

You can simply copy the URL from when you are on the SharePoint site main page and the wizard will validate it when you click Next.

6 – Assuming the validation succeeds, the final step to enable your Server-Based SharePoint Integration is clicking the Finish button.

You can now go back to your Document Management screen and select which entities should be enabled for SharePoint folders.

Click on Document Management Settings.

In the pop-up window, you check the entities under which you anticipate storing documents and click Next.

You can then define the folder structure. Here are your options:

Not check the Based on entity checkbox – Folders will not be automatically created
Check the Based on entity checkbox and choose Account – the structure will have account as the primary folder, and sub-folders based on the actual account names will be created under it
Check the Based on entity checkbox and choose Contact – the structure will start with the contact primary folder, and sub-folders based on the actual contact names will be created under it

Make your selection and click Next. We might have to wait a little at this point as the document libraries will be created. Once you’ve done that, you can click Finish.

The integration is now live! On the Dynamics 365 side you will now see a document option under the entities you enabled. On the screenshot below you can see the document that we created for an Account. Notice that its storage is on SharePoint.

How to use it for document management

Edit this using the Opportunity record. Let’s say you have a prospective customer named Wonderful World who is working on a grand opening order. They go through your sales cycle and develop documents such as NDAs, specifications, offers, quotes and images. You need a place to store this data securely and easily access, edit, and share it within your organization.

Notice the File tab circled in blue. When you click on this little guy, two beautiful things happen to him in the background.
- A new folder is created in SharePoint. This folder is where we store all the files related to the deal.
- Your Opportunity folder will be nested in your new Wonderful World account folder.
A new, empty Opportunity folder looks like this: Here you can choose to create a new document, upload a file from your device, or change the SharePoint location. Easily upload 3 documents (image, PDF, Word document) from your laptop.

Click on Upload, and you’ll see an Upload Document dialog box.

Choose the files from your PC (or OneDrive even).

Now you have access to SharePoint. You should see three files inside the Opportunity folder. You will also see a nested Opportunity folder within your Wonderful World account folder. piece of cake. Another nice thing is that SharePoint users can access these files. No need to own a Dynamics 365 license. This means that other members of your organization can contribute to these documents as needed.

The post How to Enable Dynamics 365 CRM and SharePoint Integration Step by Step appeared first on Microsoft Dynamics 365 Blog.

Unable to Connect Plugin Registration tool with MS CRM v9 / D365 SDK

Microsoft Dynamics 365 — Sat, 13 Jan 2018 07:25:00 +0000

ISSUES:

Not able to login Plugin registration tool (Keep popping up for Credentials)

Resolution:

1. Update latest SDK from the Download tools from NuGet or Quick start Plugin Registration Tool V9.0.0.7

For downloading the latest PRT from VS Nuget packages – this link might be useful

2. Modify using TSL to 1.2 through Fiddler .

Step 1 Open Fiddler and navigate to Tools – Options – HTTPS Tab

Step 2 Under HTTPS tab click on to Protocols link – a Popup will come change the TLS vesion from 1.0 / 1.1 to tls 1.2. i.e. “ ;ssl3;tls1.2 ” and press on ok

Now you will be able to connect to your CRM v9 Organisation with PRT

Happy CRMing

SOURCE : mscrm.com

The post Unable to Connect Plugin Registration tool with MS CRM v9 / D365 SDK appeared first on Microsoft Dynamics 365 Blog.

Dynamics CRM V9 / D365 connection Error Console or Custom Web Application

Microsoft Dynamics 365 — Thu, 04 Jan 2018 07:23:00 +0000

Last Night I Created a new Organisation and Connected it with console app an then I faced a strange issue in CRM v9 while connecting to Org Service with D365 through web API. It was perfectly working before that. If any one faces the below issue then try the solution given below.

Issue : Connection to CRM V9 / D365 from console application or Custom Web application failed with exception

Error Observed:

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

ROOT CAUSE:

Its all because of the latest update in the Microsoft TSL(Transport Security Layer) Protocol in SDK assemblies..Microsoft allowed the TSL connection 1.0 and 1.1 for the browsers or client to connect the CRM org.Now Microsoft will support only TSL 1.2 or above going forward(Reference) . If you are connecting your org with the old version of plugin registration tool , then you may face this issue

SOLUTION:

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

“ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls11 | SecurityProtocolType.Tls12”

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

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