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Dynamics Portal – Configurations packaging and migrating to different instances

February 16, 2019 Leave a comment

In Dynamics CE, to move Customizations and Configurations from one instance to another, we rely on Solutions.

How about migrating Dynamics Portal configurations from one instance to other?

  • As we know, Dynamics Portal development involves several configurations and Customizations to achieve a desired experience for portal end users.
  • To migrate Portal configurations from the source Dynamics CE instance, and then importing it into the target Dynamics CE instance, you would need to use the Configuration Migration tool and a portal-specific configuration schema file.

Portal_ConfigurationMigration

Refer this article for detailed explanation.

🙂

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Dynamics Portals – Entity List not rendering on Web Page

February 16, 2019 Leave a comment

Other day I faced a strange issue in my Portals, where my Entity list NOT rendering on the Web Page. The story goes as below.

  • I have an Entity List ‘Contact’ with 2 views configured.

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  • Created a ‘Web Page’ and set the ‘Entity List’ to ‘Contacts’ and ‘Published State’ set to ‘Published’

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  • Go to Portal and refresh the Web Page but there is no trace of ‘Entity List’

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  • Initially I suspected Cache Issue, hence I reopened and cleared the Cache but still no luck.

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Fix:

  • Portal’s ‘Content Editor’ came to my rescue.
  • On the Portal, navigate to the ‘Web Form’ and click on ‘Edit’ from ‘Content Editor’ menu.

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  • In the ‘Edit Contact List’ screen, set the ‘Entity List’ to the ‘Contacts’ entity list and Save.

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  • That’s solved the issue and I could see the ‘Contacts’ entity list rendered on the ‘Web Page’

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Note:

  • I don’t have reason or explanation what caused this behavior. Alternately you can try Restart the portal if you have O365 ‘Admin Center’ access.

🙂

Dynamics Portals – Entity List – Configure custom view names

February 16, 2019 Leave a comment

With the Dynamics Portals ‘Entity List’, its easy and seamless to port the Dynamics entity views to Portal.

In below screen, I configured ‘Active Contacts’ and ‘Inactive Contacts’ views in my Entity List and if you notice, the view names are defaulted to Dynamics view names (i.e.,Active Contacts, Inactive Contacts)

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What if we have to show custom labels for views in portal? its simple

  • Open ‘Entity List’ form from your Dynamics application
  • Views -> Advance settings
  • Set your desired text in ‘Display Name’ field

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  • Save
  • Go to Portal and refresh the Entity list web page

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🙂

 

Dynamics online – Internet accessible URLs and IP Address Ranges

February 15, 2019 Leave a comment

Recently we were asked by our client to share the Dynamics Online IP address range and list of URL’s to be added to their firewall settings so that Dynamics online application is accessible.

Why we need to care about IP’s and URL’s?

  • Sometimes in servers, a proxy or firewall may be configured to prevent Microsoft Dynamics CRM URLs from accessing server resources.
  • If certain IP address ranges or Individual IP addresses are blocked in your servers, users may not be able to reach the IP addresses used by Microsoft Dynamics CRM Online.

List of IP’s and URL’s:

  • Refer this KB article for the IP Address Ranges
  • Refer this KB article for the list of internet accessible URL’s

🙂

Categories: CRM Tags: ,

[Step by step] Postman tool to test Dynamics 365 online Web API

February 13, 2019 3 comments

In this article, lets see how to connect and test Dynamics 365 Web API requests using Postman tool, step by step along with troubleshooting steps.

Those who are not familiar with Postman tool, it is a request composer tool, which allows you to authenticate to your Dynamics 365 instance,  compose Web API requests, send them, and view response. Link to download

Prerequisites:

  • Download Postman tool
  • Dynamics 365 online instance. (Subscribe to 30 days trial, if you have not one)
  • Azure Active Directory Portal (You need to login with your Office 365 Credentials)

Register App in Azure Active Directory:

As a first step, you need to register an App in Azure Active Directory (i.e., oAuth) by following below steps

  • Connect to the Azure Active Directory (AD) Portal with your Office 365 credentials.
  • Register a new Dynamics 365 App by following steps mentioned here
  • Once you are done with App registration, copy ‘Application ID’ and ‘Home page’ values, which you need to use next steps.

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Setup your Postman tool:

Create ‘Environment’

  • Create a new Postman ‘Environment’ with below variables. This is one time activity for a single D365 instance.
    • url : Your Dynamics 365 URL
    • clientid : ‘Application ID’ from Azure AD,  generated in above section.
    • version : Dynamics version
    • webapiurl : Set this to {{url}}/api/data/v{{version}}/
    • callback : ‘Home page’ value from Azure AD,  generated in above section.
    • authurl : Set this to https://login.microsoftonline.com/common/oauth2/authorize?resource={{url}}
  • I created a new ‘Environment’ with name ‘DynamicsCRM’ and it looks as below

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Generate oAuth Access Token:

Post ‘Environment’ creation, we need to generate oAuth Access Token. This is one time activity for a single D365 instance.

  • Make sure you select ‘Environment’ created in previous section. In my case its ‘DynamicsCRM’.
  • Under ‘Authorization’ tab, set ‘Type’ to ‘oAuth 2.0’ and click on ‘Get New Access Token’.

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  • In the ‘GET NEW ACCESS TOKEN SCREEN’ make sure you set values as below.

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  • Click ‘Request Token’ and system will prompt you for credentials, pass your O365 credentials.

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  • When you click ‘Next’, you may encounter “response_type ‘token’ is not enabled for the application” exception.
    • To fix this, make sure in your Azure AD Application’s manifest “oauth2AllowImplicitFlow” property is set to ‘true’

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  • You may also encounter “The reply url specified in the request does not match the reply urls configured for the application“.
    • To fix this, make sure you set the Postman’s ‘Environment’ -> ‘callback’ variable set correctly.
  • Click ‘Continue’ to complete the ‘Access Token’ generation process.
  • On successful ‘Access Token’ generation, you would get the screen as below.

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  • Click ‘Use Token’.

That’s it! we are done with settings and its time to test the Dynamics API’s with Postman

Test by executing ‘WhoAmI’ request:

  • Make sure you select the right ‘Environment’ and generated your ‘Access Token’.
  • Select ‘GET’ operation and set the URL as {{webapiurl}}WhoAmI
  • Click ‘Send’
  • You should get “200 OK” response up on success.

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  • You may get “401 Unauthorized” response.

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  • To fix this, make sure you set “Add authorization data to” to “Request Headers”.

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🙂

 

Unable to install ‘Windows Service’ using installutil.exe

February 4, 2019 Leave a comment

The other day, I was using Installutil.exe from Command Prompt (refer below command), to install my Windows Service.

C:\Windows\Microsoft.NET\Framework\v4.0.30319>InstallUtil.exe -i “X:\XX\XXX.exe”

Although the tool was giving success response, Windows Service was not getting installed and not being listed in ‘Service Manager’ console.

Alternate Option:

  • While troubleshooting the issue, we came across another option to install the Windows Service using “SC Create

Using SC Create:

To install Windows Service,

  • Open the Command Prompt in ‘Run as administrator’ mode.
  • Below is the syntax using ‘SC Create’ to install the service.

C:\Windows\system32>SC Create “{Your WinService exe name}” binpath=”{Your WinService exe path}” displayname=”{Your desired name}

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Using SC Delete:

To Uninstall the ‘Windows Service’,

  • Open the Command Prompt in ‘Run as administrator’ mode.
  • Below is the syntax using ‘SC Delete’ to Uninstall the service.

C:\Windows\system32>SC Delete “{Your WinService exe name}

🙂

Dynamics 365 – Configure Custom ‘Help Page’

February 4, 2019 Leave a comment

‘Help’ feature in Dynamics 365 is a useful and an intuitive way to provide guidance to the end users.

Sometimes we may get a requirement from customer to configure ‘Custom Help’ page.

Its simple to configure the custom help screen from Dynamics 365 ‘Admin Center’ Settings screen.

Steps to configure custom Help URL:

  • Connect to your Office 365 Admin Center
  • In the ‘Environments’ tab, select the instance  and click on ‘Settings’

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  • In the ‘Settings’ screen, click on ‘Products -> Features’

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  • Under ‘Help features’, turn ON the “Custom help for customizable entities”.
  • In the ‘Global custom help URL’, provide your custom web link.
    • I provided my blog URL in this case.
  • Select ‘Append parameters to URL’ option, if you want to pass the “typename”, “formid” etc.. parameters to your custom URL.

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  • Alternatively, you can also configure the same from ‘Administration -> System Settings’

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Steps to test the Help URL:

  • Connect to your dynamics instance.
  • Click on Help(?) icon

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  • You will be redirected to the configured URL

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🙂