Here we are discussing on how we can connect Dynamics 365 Web Api using external application. Below are the steps we need to follow in order to achieve our goal. Note: if the HTML page is not giving any result or not able to load browser cache (CRM user token) then your need to clear Brower cache and try to load HTML again . 1. Login in to https://portal.azure.com 2. Provide your CRM username and password to log in into azure. Once you login create an application as below screen shot Azure Active Directory à App Registration à Click on New application registration 3. Provide Name, select Application Type as “Web App / API” and provide Sing –on URL as CRM URL as below. 4. Open the newly created application and click on Settings. 5. Click on Keys and provide ...
What is PrinciplalObjectAccess table why is it used? The POA table is used to provide access to specific records for CRM users, and each record in the POA table represents one CRM object that is related to one CRM user. Records created in the POA table come from one of four ways: · Share reassigned records with original owner: CRM System Settings o If this is set to Yes, then records would be added to the POA table whenever an assign takes place. These records will have a value in the AccessRightsMask colum of the POA table. · Direct sharing: Actions – Sharing o When users explicitly share a record to another user, a record would be created in the POA table. These records will have a value in the AccessRightsMask colum of the POA table. · ...
FormStateRule: The button will be hide only when the form is in create mode. In all cases it will be displayed. How to do it: Step1: Create a button and place it on the Form as shown on the below figure:1. Step2: Provide Name, Description, Alternate Text etc. to the button. Step3: Right click on “Display Rule” and Click on “Add New” option. Step4: Once the rule name is created (ex: Rule id => demo.lead.DisplayRule0.DisplayRule ), right click on it then select Add Rule option. Step5: Select “Form State Rule” from the options provided by the pop up winnow. Step6: Right click on “FormStateRule” provide Default : False, InvertRule:True, State:Create. Step7: Go to command where you previously created and add this Display rule it as shown in the Figure: 2 Figure : 1 ...
Comments
Post a Comment