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Archive for the ‘Dynamics 365’ Category

D 365 – How to access Customization’s and Solutions in UCI Only Mode

To know more about ‘Unified Interface Only mode’ refer my previous article

Below are the steps to access environment settings, customization’s and solutions when the ‘Unified Interface Only mode’ turned on.

  • Click on ‘Advanced Settings’ from the ribbon Gear button.

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  • It will open up ‘Settings’ tab in classic web mode.

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  • You can access your solutions and make customizations how you used to do earlier.

Refer the documentation to know more about ‘Unified Interface’.

🙂

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D365 – How to turn On/Off ‘Unified Interface Only mode’

April 7, 2019 1 comment

Today, I subscribed to my new D365 30 days trail and noticed the ‘Sales’ web Application opening up in ‘Unified Interface’ mode rather than in Classic web mode by default.

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When noticed, the URL of the Dynamics landing page (My Apps) has a parameter forceUCI=1

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It seems that Unified Interface ONLY mode has been implied on my new instance.

What is Unified Interface Only mode?

  • As per the documentation, Microsoft product team wants us to adopt to UCI (Unified Client Interface), to provide superior performance and usability.
  • All the new Dynamics 365 for Customer Engagement environments (instances) and Common Data Service environments, will be provisioned in Unified Interface Only mode.

Enable/Disable Unified Interface Only mode:

  • To Enable/Disable Unified Interface Only mode, navigate to ‘Settings’ tab by clicking on ‘Advanced Settings’ from the ribbon Gear button.

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  • Open Settings -> Administration -> System Settings

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  • Select the option under ‘Use the new Unified Interface only (recommended)’ section.

Accessing the legacy web client app:

  • The legacy web client app, also known as Dynamics 365 – custom, is hidden from end users when a new environment is provisioned.
  • It is always visible to those with System Administrator and System Customizer roles, and to other custom roles with similar privileges.
  • To enable the Legacy App to non-admin users,
    • Go to Settings > Administration > System Settings > General tab. Under Show legacy Dynamics 365 – custom app, select Yes for Show this app to all users, not just administrators.
    • In the Power Platform Admin center, go to Environments and select an environment. Go to Settings > Behavior > Interface settings and then turn on Show legacy app to everyone, not just admins.

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  • Note:
    • When ‘Unified Interface Only mode’ is enabled, Dynamics 365 – custom opens in Unified Interface and not in the legacy web client.
    • Legacy app opens only If users only have access to the Dynamics 365 – custom app and no other model-driven apps.

🙂

 

ADX/Dynamics Portals Issue – Missing Entity ‘Tab’ in ‘Web Form Step’

We have ADX portal 7.0 solution installed on our Dynamics 365 8.2 application. We got a requirement to create a Web Form steps on a Custom Entity ‘Employee’.

‘Employee’ entity has an OOB ‘Information’ of ‘Form Type’ Main, with a tab named ‘Personal Details’.

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Issue:

  • While adding a Web Form step, there was no ‘Personal Details’ tab and could get only ‘general’ tab.
  • In the new ‘WEB FORM STEP’, select the ‘Form Name’

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  • In the ‘Tab Name’ drop down, there is no ‘Personal Details’ tab and all it had was ‘general’ tab.

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Reason:

  • As there were 2 OOB forms (i.e., Form Type ‘Main’, ‘Mobile – Express’) with the same name ‘Information’, ADX solution always picking ‘Mobile – Express‘ form which had a tab ‘general’

Fix:

  • Renamed ‘Information’ Main form to ‘Employee’.

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  • Publish the solution
  • Refresh the ‘Web Form Step’ and you should see ‘Personal Details’ tab once you select the ‘Employee’ form.

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🙂

Categories: ADX, Dynamics 365 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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🙂

 

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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🙂

Dynamics 365 – Get ‘April 2019’ update

February 4, 2019 Leave a comment

Last weekend, I subscribed to a Dynamics 365 30 days trail and noticed that now we can upgrade to ‘April 2019’ update and start exploring the features.

Below are the steps to update your instance to ‘April 2019’.

  • Connect to your Office 365 Admin Center
  • In the ‘Environments’ tab, select your environment and navigate to ‘Settings’ page by clicking on Instance name hyperlink.

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  • In the ‘Settings’ screen, under the ‘Updates’ tab, click on ‘Manage’ link

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  • In the ‘Updates’ slider window, click on ‘Active now’ to get the ‘April 2019’ update

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  • Confirm by providing your instance name in the text box, as below.

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  • That’s all we need and enjoy your ‘April 2019’ update.

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Note:

  • You cannot revert once you activate the ‘April 2019’ update.

Refer the link for what’s included in ‘April 2019’ update

🙂

Dynamics – Troubleshooting Server Side Sync exceptions

January 22, 2019 Leave a comment

Server-side synchronization is used to synchronize your email system with Dynamics 365 for Customer Engagement apps at the server level.

Now coming to the issue, I was configuring Server side sync on my CRM on-premise instance with ‘Gmail’ as host and got the below error while testing the mail delivery of a ‘Mailbox’ using ‘Test & Enable Mailbox’ option.

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Reason:

  • In my case, its CRM on-premise installation and were having below 3 servers
    • Front End Server – Contain CRM WebApp
    • Application Server – Contain Services (Async, Sandbox, etc..)
    • Back End Server – Contain SQL Server and SSRS
  • Issue was ‘Incoming Port’ and ‘Outgoing Port’ were not opened on my ‘Application server’ which caused the issue

Now lets see few sanity steps and how to troubleshoot issues.

[Sanity Step] Make sure Ports and Mailbox settings are correct:

  • Test the settings provided in ‘Email Server Profile’ using console application

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  • Create a simple C# console application with below code and pass the settings (i.e., Port, host names etc) mentioned in ‘Email Server Profile’

using (MailMessage mail = new MailMessage()){
int portNumber = Convert.ToInt32(ConfigurationManager.AppSettings[“port”].ToString());
var smtpAddress = ConfigurationManager.AppSettings[“smtpAddress”].ToString();
var emailFromAddress = ConfigurationManager.AppSettings[“emailFromAddress”].ToString();
var password = ConfigurationManager.AppSettings[“password”].ToString();
var emailToAddress = ConfigurationManager.AppSettings[“emailToAddress”].ToString();

mail.From = new MailAddress(emailFromAddress);
mail.To.Add(emailToAddress);
mail.Subject = “Set mail subject”;
mail.Body = “Set mail body”;
mail.IsBodyHtml = true;
using (SmtpClient smtp = new SmtpClient(smtpAddress, portNumber)){
smtp.Credentials = new NetworkCredential(emailFromAddress, password);
smtp.EnableSsl = enableSSL;
Console.WriteLine(“Sending mail…”);
smtp.Send(mail);
Console.WriteLine(“Mail has been sent…”);
}
}

App Settings:

<appSettings>
<add key=”port” value=”587″/>
<add key=”smtpAddress” value=”smtp.gmail.com”/>
<add key=”emailFromAddress” value=”rajeevpentyala@gmail.com”/>
<add key=”password” value=”*******”/>
<add key=”emailToAddress” value=”rajeevpentyala@live.com”/>
</appSettings>

[Sanity Step] Make sure your Incoming and Outgoing server locations are reachable:

  • From command prompt, ping the locations with below command and make sure you are getting response
    • Ping -t {location}   (Ex- Ping -t smtp.gmail.com)

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[Issue] If failed with “The SMTP server requires a secure connection” exception

  • Connect to your Gmail account. Link
  • Turn on the “Less secure app access” option
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Turn on ‘Less secure app access’

  • You may also get “Smtp server returned OutgoingServerSecureChannelError MustIssueStartTlsFirst exception. message and the fix is same.

[Issue] Client was not authenticated. The server response was: 5.5.1 Authentication Required

  • You might get this issue, If the password of your Email Id requires a reset. Change your password and try by providing new password in Mail Box.

Refer this article for more exhaustive list of troubleshooting options

🙂