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Author: uk365guy

MICROSOFT DYNAMICS 365 ONLINE SERVICE ADMINISTRATOR ROLES

Microsoft Online Service administrator roles

-Online Service administrator roles apply to management of subscriptions and not Dynamics 365


Adminstrative roles include:

– Global administrator

– Customized administrator:

 – Billing administrator
 – Exchange administrator
 – Password administrator
 – Skype for Business administrator
 – Service administrator
 – Sharepoint administrator
 – User management administrator

Administrative Access

– Office 365 Global administrators and Service administrators are added to Dynamics 365 for
   administrative access with the System Administrator role.

– A Dynamics 365 license is not used or required.

– Administrative access gives access to the Settings area but no access to records in Sales,
  Marketing or Service.

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MICROSOFT DYNAMICS 365 MANAGING USERS

Non – interactive users

–  A user record can be marked as non-interactive
– This means that it can be used for programmatic access to 
  Dynamics 365 only such as integration with an ERP system.

– Non -interactive users do not require a license
– Five non-interactive users can be created for an instance

User account Synchronization

-Users of Dynamics 365 must have accounts created in the office 365 admin portal

-These are different from accounts used on the company network.
-To reduce account administration, consider the following options:

    -Synchronize active directory with office 365

    -Use Active Directory Federation Services

Synchronize Active Directory with Office 365

– User logs on to their on-premise environment with their Active Directory account (Domainusername)
– For Office 365 (Including Dynamics 365 ) services, user logs in again with work               account(username@domain.com)
-Synchronization keeps the user name the same for both environments.

Use Active Directory Federation Services

– A single account(AD) is used for the on-premise network and Dynamics 365 
  providing a single sign – on (SSO) experience.

– User logs on to their on-premise environment with their AD 
  account(Domainusername)

– For Office 365 (Including Dynamics 365) services, the user is logged in automatically or logs      in with their AD account.

Configure user account synchronization

– Setting up synchronization and  SSO are both detailed processes.
– For more information on setting up account synchronization refer to 
  https://support.office.com

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CONTACT CASE COUNT PLUGIN IN DYNAMICS 365

Contact Case Count  plugin dynamics 365

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace AdvancedPlugins
{
    public class ContactcaseCount : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)
         serviceProvider.GetService(typeof(IPluginExecutionContext));

            IOrganizationServiceFactory serviceFactory =
                (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

            ITracingService tracingService =
            (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            // The InputParameters collection contains all the data passed in the message request.

            if (context.InputParameters.Contains(“Target”) && context.InputParameters[“Target”] is Entity)
            {
                Entity contact = (Entity)context.InputParameters[“Target”];

                // getting Contact fullname and its emailaddress

                string name = contact[“fullname”].ToString();
                string email = contact[“emailaddress1”].ToString();

                // we have to get the created contact guid in order to mpa to newly creaing case

                Guid contactid = new Guid(context.OutputParameters[“id”].ToString());

                // Create a new case automatically
                Entity cse = new Entity(“incident”);
                cse[“title”] = “User whose name is ” + name + ” has created new case. Please contact him on hs email: ” + email;

                // lokkup –> refer to anoter table – entityname nad its record id

                cse[“customerid”] = new EntityReference(contact.LogicalName, contactid);

                service.Create(cse);

                // select case of a contact where conact is contactid
                QueryExpression qr = new QueryExpression();
                qr.EntityName = “incident”;
                qr.ColumnSet = new ColumnSet(“customerid”);

                // where conact is contactid
                ConditionExpression ce = new ConditionExpression();
                ce.AttributeName = “customerid”;
                ce.Operator = ConditionOperator.Equal;
                ce.Values.Add(contactid);

                // add cond to query
                qr.Criteria.AddCondition(ce);

                // Exceute query

                EntityCollection caseCollection = service.RetrieveMultiple(qr);


                // update case count on contact – 
                Entity newlyCreatedContact =  service.Retrieve(contact.LogicalName, contactid, new ColumnSet(“spousesname”));

                newlyCreatedContact[“spousesname”] = caseCollection.Entities.Count.ToString();

                service.Update(newlyCreatedContact);



            }
        }
    }
}


Go ahead and check inside crm about the case count on the contact.
I hope this helps..
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DUPLICATE COLUMN HEADING EXISTS ERROR IN DYNAMICS 365

Hey Guys,

Today i am going to explain how to resolve the error which appear as
 “Duplicate Column Heading Exists” in Dynamics 365.

So how this error appears, when you try to download for example Account Template from Dynamics 365
Settings > Data Management > Template for Data Import >

Click Download the Account Template then the following error appears, Don’t panic ..

Why this error appears don’t think anything just follow me…

So when you get this error, just need to find out any duplicate field names on the Account Entity..

How to find out that .. Go to Settings > Customizations  >  Customize the system > from the default solution > Select the Account Entity and the Fields > sort by Display Name

You will see like the following image….

So you just need to rename the display name to something similar to your requirement then  you are good to go..

Then Publish all customizations .

Go to Template for Data Import  then you should be able to download the template for any new data import for the Account Entity..

I hope this helps..

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