mscrm-addons.com Application User for Dynamics 365 (App Access)

Wed, 04 Dec 2019 09:06:13 GMT

This article describes how you can create an mscrm-addons.com Application User for your Dynamics 365 organization. Further on it shows how you can use this user to connect via DocumentsCorePack Server and Client (App Access).

This article is valid for Dynamics 365 Online only.

Required Dynamics 365 Solution

First, make sure that you have the required “MSCRMADDONScomGeneral” solution installed. To do so, open Dynamics 365 -> Advanced Settings -> Settings -> Solutions

Check if a solution named “MSCRMADDONScomGeneral” exists and if its version is 2020.22 or higher.

If the solution does exist and if its version is up-to-date, you can skip the next section. If not, as you can see in the figure above - the version is to old, you can download the solution file here.

Next, hit the [Import]-button, select the downloaded zip file (MSCRMADDONScomGeneral.zip) and follow the dialog.

How to register and create the Application User

If you already have installed DocumentsCorePack follow this way:

Open Dynamics 365 -> Advanced Settings -> Settings -> “MSCRM-ADDONS” area -> DocumentsCorePack. In the loaded configuration page navigate to the “License Server” tab and hit the [Enable App Access]-button as you can see in the figure below.

The Application User configuration will open.

If you have installed the General solution only or do not have access to settings area, follow this way:

Open the “CreateAppUser.html” web resource. Therefore, replace the “[Dynamics365ServerURL]” placeholder of the following link with your Dynamics 365 server URL and open it:

[Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html]

e.g. https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html

Both ways will open the Application User configuration page:

Once opened, it tries to add your user domain name to the input field automatically. If the field is empty or the value is wrong, type in the domain name (email address) of an existing Dynamics 365 user. Hit “Start” to perform the steps described in the dialog.

Next a new window pointing to “https://login.microsoftonline.com/...” will open. It shows a Microsoft Online connection dialog. If the window does not open, check your popup blocker. Login with an Azure Active Directory administrator.

To register the mscrm-addons.com application, hit accept in the next dialog:

Once done, you will be redirected to our the mscrm-addons.com website.

If the page shows “The enable process has been successful” go back to the dialog. Hit the [Enable]-button to continue.

If the process was successful, you will see the following message:

Please note: You will need this “Security Token” in the connection dialog shown in the next sections. For each Dynamics 365 user a different “Security Token” is generated.

How to get the Security Token

To retrieve the “Security Token” again or a different Dynamics 365 user needs his token to connect, just reopen the same page as shown above (section “How to register and create the Application User”).

The page always shows the “Security Token” for the currently logged in Dynamics 365 user.

If the current user is a Dynamics 365 admin, the page shows the “Security Token” of the “MSCRMADDONScom.ApplicationUser” application user in addition.

Here the direct link again: [Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html

e.g. https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html

Result if logged in with a Dynamics 365 admin user (“admin@CRM875916.onmicrosoft.com”):

Result if logged in with a default Dynamics 365 user (“alans@CRM875916.OnMicrosoft.com”):

Please note: The minimum permission for a none admin user is the “global read permision on the systemuser entity”. If the current user does not have this privilege, the page will show an error:

Request new License for AppAccess

If you are in trial mode and do not have a DCP license yet, you can skip this section.

For the AppAccess connection a new license key for both the DCP server and the DCP client is required.

Before you change the connection to AppAccess contact our support (support@mscrm-addons.com) with the subject: “Update license for AppAcceess support”. Further on provide the ID and the unique name of your Dynamics 365 organization. Both can be found in -> Dynamics 365 -> Advanced Settings -> Settings -> Customizations -> Developer Resources -> “Instance Reference Information” section -> look for “ID” and “Unique Name”

More information can be found here.

Use App Access via DCP Online Service Config

(minimum required DocumentsCorePack Service version is 2020.12)

Create a new DocumentsCorePack online service or update an existing one as usual. More information can be found in the corresponding user guide.

In the “Connection Profile” select “App Access” instead. To do so, hit on “Connection Profile” as you can see below.

In the opened dialog select “App Access”. Then the following info box will occur. It contains a link to this article. Hit the [Ok]-button to continue.

Next, define the “CRM URL” and the “Username”. And paste the “Security Token” mentioned before (Please note: It has to be the correct token fitting to the defined Username).

Then hit the [Retrieve Organizations]-button and if an organization was found, continue with "Very Connection & Save Profile” as you can see in the figure below.

If this process was successful, continue as usual.

Use App Access via DCP Client (Template Designer)

(minimum required DocumentsCorePack Client version is 10.1)

Install the DCP Client or change the connection of an existing installation as usual. More information can be found in the corresponding guide.

When you reach the “Connection Dialog” make sure to select “AppAccess”. Then define “Dynamics 365 Server-Url” and“Username”. Next, hit on the [Retrieve all Organizations]-button.

A small new dialog will pop up. Enter the “Security Token” fitting to the “Username".

If the process was successful you will see one retrieved organization. Hit [OK] to connect.

Continue as usual.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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mscrm-addons.com Application User for Dynamics 365 (App Access)