Microsoft Dynamics CRM – Page 13 – Nishant Rana's Weblog

Hide “Sign in with an external account” from Dynamics 365 Portal

To hide the Sign in with an external account section from the Sign In and Register page of the portal.

Set the following site settings value to false à

Followed by Restart of the portal.

To add any additional JavaScript or HTML, for e.g. we wanted to disable the Email text box on the Register page,

Go to Portals à Content Snippets and create a new code snippet record

The output:-

code

The helpful post –

http://benitezhere.blogspot.ae/2018/01/hiding-sign-in-with-external-account.html

http://arpitmscrmhunt.blogspot.ae/2017/12/customise-registration-page-in-crm.html

Hope it helps..

Insufficient Security – You do not have the security priviges necessary to perform this task error while using Merge in Dynamics 365

Hi,

Recently one of our users got the below error while trying to merge Lead record.

The user was having the Merge rights. However, the user was missing Share rights on the Lead entity. He already had create, write, delete, append and append to rights.

More details here

https://msdn.microsoft.com/en-us/library/gg334602.aspx?f=255&MSPPError=-2147217396

Giving Share rights fixed the issue.

Hope it helps..

Server Is Busy. The record was saved. However, the data could not be displayed because the server is busy error in Dynamics 365.

Recently one of our users got the below error

The error message is bit incorrect here. The error was because the user had User Level Read Access to the record or (Entity to be specific) and on saving the record, we had one of our real-time workflow being triggered which was assigning this record to another user. And on assignment, the record being getting assigned to another user, the user who had created\saved the record was losing the access to it.

Hope it helps..

Entities not appearing while creating\ managing the Export Profile in Data Export Service in Dynamics 365

We recently configured the Data Export Service and while creating the export profile, some of the entities were not appearing there.

We had the Change Tracking Enabled for them.

This is what it was showing to us.

Trying after few hours we got all our entities there

I think it might be caching or there is some pull mechanism that took time to detect that change at the Data Export Service side. Not sure though.

Please drop your comments if you have also faced this and know the exact reason for that.

Hope it helps.

Metadata contains a reference that cannot be resolved: ‘https://orgname.crm8.dynamics.com/XRMServices/2011/Organization.svc?wsdl&sdkversion=9’ error in Dynamics 365

We would run into this issue while trying to connect to Dynamics 365 Version 9.0 from a client application.

It is because Customer Engagement Platform (version 9.0) only supports TLS 1.2.

More details here

https://blogs.msdn.microsoft.com/crm/2017/09/28/updates-coming-to-dynamics-365-customer-engagement-connection-security/

How we can fix it à

We need to add the following line of code to our existing code


public static OrganizationServiceProxy GetOrganizationServiceProxy()
{
ClientCredentials clientCredentials = new ClientCredentials();

clientCredentials.UserName.UserName = "username";
clientCredentials.UserName.Password = "password";

// Set security protocol to TLS 1.2 for version 9.0 of Customer Engagement Platform
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;

return new OrganizationServiceProxy(new Uri("https://orgname.crm.dynamics.com/XRMServices/2011/Organization.svc"),
null, clientCredentials, null);
}

Helpful post

https://debajmecrm.com/2018/01/08/fixed-error-while-connecting-to-dynamics-365-version-9-0-metadata-contains-a-reference-that-cannot-be-resolved/

https://waelhamze.wordpress.com/2018/01/11/dynamics-365-ce-tls-connectivity-issue-from-net-and-powershell/

http://abhinavranjan.xyz/2017/12/21/issue-authenticating-crm-organization-service-web-app-july-2017-update/

Hope it helps..

User does not have the privilege to act on behalf another user error while using impersonation in Web API in Dynamics 365.

We might receive below error while using impersonation in Web API call.

{\r\n \”error\”:{\r\n \”code\”:\”\”,\”message\”:\”User does not have the privilege to act on behalf another user.\”,\”innererror\”:{\r\n \”message\”:\”User does not have the privilege to act on behalf another user.\”,\”type\”: