Dynamics 365 – Page 66 – Nishant Rana's Weblog

Fixed – An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail while trying to connect using XrmToolBox

While trying to create a new connection in XrmToolBox, we got the below error

We had used the Connection Wizard as the connection method

After failing a couple of more times, we realised the mistake.

For the user who is trying to log in, MFA is enabled.

So, instead we opted for the SDK Login control connection method.

Clicking Open Sdk Login Control button opens up the standard login control to connect to Dynamics 365.

Provide username, password, and click on login.

Enter the code (received on registered phone number).

Thus, using the SDK Login Control, we were able to connect successfully.

You can also connect by registering the Azure AD App

https://alphabold.com/connecting-to-mfa-enabled-microsoft-dynamics-365-using-xrmtoolbox/

Check the below article for further details and different ways to connect to Dynamics 365 using XrmToolBox

https://www.xrmtoolbox.com/documentation/for-users/connecting-to-an-organization/

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 9 (Mobile Offline)

Check the other articles of this series

Continuing our previous post, where we configured the entity for the offline, mobile offline profile, and also enabled the offline option for the app, in this post we’d see the behavior of the apps in the offline mode within the Dynamics 365 for Phones App.

On opening the app, the user for which the mobile offline profile is configured will be presented with the below option to download the data for offline.

Clicking on Download will start the download process.

Navigate to Settings à Offline Status (this status will only be added for the apps enabled for offline)

The Offline Status will show us the status of the download.

Once the download completes, we can see the Contact entity available and also the option of working offline enabled for it.

Enabling Work in offline mode, and navigating the dashboard displays the message as below

The phone app also shows the green connection symbol next to the contact entity.

Navigating to the Account entity (which is not configured for offline) shows the below message.

Navigating to Contact entity (configured for offline) displays the lists as expected.

Now let us open one of the records and update the value of a field in it.

Here we have updated the mobile phone number field.

Let us navigate to the Offline Status option and disable Work in Offline Mode.

We see the “The connection was successfully restored” message.

And also the record updated back in our Dynamics 365 Sales Hub App.

In this post, we saw the basic behavior of the phone app in the offline mode, in the next post, we will explore a few more features of the mobile app with regards to offline mode.

Hope it helps..

Fixed – “You don’t have any apps in this view” error in Dynamics 365 for Phones and Tablets

Check the other articles of this series

For one of the users, who had all the appropriate privileges and security roles to access the Sales Hub app, we were getting the below error.

In iPad à

In Dynamics 365 for Phone for Android à

As part of troubleshooting, we assigned the System Administrator role to the user, tried uninstalling and reinstalling the app, tried in a new device with the same user, but we were getting the same error.

Here we were entering the email account to login to the application.

Later when we tried the “Sign in with a web
address
instead” it worked for us.

It started showing the Sales Hub for the user.

It could be some intermittent issue or something to do with cache, cannot say for sure, would suggest trying out the same, if the user has all the appropriate rights on the entity and the app and is still facing this issue.

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 8 (Mobile Offline)

Check the other articles of this series

Continuing our previous post, here we’d cover the configuration steps and details around offline support for Dynamics 365 for Phones app.

To begin with,

The mobile offline is only available and is supported for iOS (>= 13.1904) and Android (> =4.3.19043) devices.

To enable an entity for offline, we need to check the Enable for Mobile offline option for it.

Below are some of the main entities for which we can enable the mobile offline option (along with newer entities added in the product and the custom entities)

Account	Activity Pointer	Appointment	Attachment	Case
Competitor	Competitor Address	Connection	Connection Role	Contact
Email	Lead	Opportunity	Opportunity Product	Phone Call
Position	Product	Task	Team	User

How much data is synchronized?

This is governed by
the Organization data download filter.

Select the entity enabled for Mobile offline and click on the link, and specify the filter

Next, we need to specify the Mobile Offline Profiles, navigate to Settings à Mobile Offline

Below are 2 profiles already available.

The sample sales scenario profile :

Let us create a new mobile offline profile, with add only the contact entity in it.

In the new mobile profile item record, we have selected Contact as the entity.

For Data Downloaded Filter we have 4 options as shown below

All records
Custom data filter
Other data filter
Download related data only

All records will download all the data without any filtering, for the user specified.

The ENTITY ORG FILTER will open the filter that was defined for the contact entity earlier.

Let us now add the users for the mobile offline profile.

Now let us Publish the profile.

Next, navigate to Settings – Advanced Settings – My Apps and open the model-driven app in the app designer.

In the properties tab, check Enable Offline profile and select the profile created for contact.

Now we are done with our basic setup.

In the next post, we’d see how all these configuration settings affect the end-user in the offline mode through Dynamics 365 for Phones App.

Hope it helps..

How to – Access fields on QuickView Form (Control) through JavaScript in Dynamics 365

Suppose we have below Account’s Quick View Control on contact entity.

Now to access the email address attribute we can use the below Jscript on the Contact’s form onload event.

The result à email address field is hidden in the quick view form.

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/formcontext-ui-quickforms/isloaded

Hope it helps..

Book summary: PowerApps Portals Authentication

I recently read the kindle version of the book PowerApps Portal Authentication by Debajit Dutta and Chandana Kommuri.

The book covers in detail the different authentication methods available for the PowerApps Portals and also provides detailed instructions to set them up.

The different topics included in the book are

Local authentication – Self Registrations and Invitations.
External Authentication – with Google, Facebook, LinkedIn, Azure Active Directory (B2C and B2B)

This is the first and the only book in the market on PowerApps Portals, and I think it would be very helpful for the Dynamics 365 professionals, as authentication is the basic and most important piece of information needed while configuring PowerApps Portals for the customers.

What I like about the books in general is it gives us all the required information at the same place, instead of being scattered all around out there in the web, and also that information coming from the expert(s) who have been working on it (because of which you’d be buying the book in the first place) adds to its credibility. The book not only covers all the required details (how and why) for setting up the authentication but also presents it simply and concisely. The chapters start with how to register the portals with the external authentication provider, the authentication mechanism available, settings required in portals, etc. There is a specific pattern or consistency about the way chapters are written in the book, which will make it very easy to be referenced when required. Being around 150 pages, the book was also a quick read.

Grab your copy at the link below !

https://www.amazon.in/PowerApps-Portal-Authentication-Debajit-Dutta-ebook/dp/B085X2HL4W