{Knowhow} Using site setting to disable external authentication in Dynamics 365 portals.

In my previous blog posts, I have explained on how to enable custom authentication for your Dynamics 365 portals (ADX portals) with Identity providers like Azure Active Directory & Google/ facebook.

Link for  those:

Azure Active Directory – https://debajmecrm.com/2017/06/12/dynamics-365-portal-authentication-with-external-identities-part-i-authentication-with-azure-active-directory/

Google – https://debajmecrm.com/2017/06/13/dynamics-365-portal-authentication-with-external-identities-part-ii-authentication-with-google-account/

Below are the options my user get when they try to sign in or register in my portal.

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So what in case you get a requirement to disable all these external authentication modes. Thinking that you might need to delete all the configurations. You worked so hard in setting this all up and you now need to delete them all. What if you need to re-enable again?

Well there is a life savior for you when it comes to D365 Portals. And believe me, it’s just creating a new site setting or changing the value if the site setting already exists.

Go to CRM –> Portals –> Site Settings.

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In the list of Site Settings already present, search for the one with the Name = Authentication/Registration/ExternalLoginEnabled

If found open the existing record or create if not found.

Change the value of this record to false. Your setting should have the values in the below screenshot.

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Save & Close the record.

Now go to your portal and refresh. You would see that the custom authentication options are no longer visible.

 

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So in case you need to turn this back on, all you need to do is to go to your Site Settings and turn this flag back to true.

 

Simple isn’t it and I hope liked it.

-Debajit Dutta (Dynamics MVP)

For consulting & training, please drop a note to info@xrmforyou.com

(Visit our products page – http://www.xrmforyou.com/products-1.html to know more about our offerings)

Dynamics 365 Portal Authentication with External Identities Part-II – Authentication with Google Account

In my previous blog, I have explained on how to authenticate your Dynamics 365 portals with Azure Active Directory. You can read it here – https://debajmecrm.com/2017/06/12/dynamics-365-portal-authentication-with-external-identities-part-i-authentication-with-azure-active-directory/

However these days it’s common to come across websites which have options to sign-in with Google and Facebook.

Why are lovely portals be behind in this. And in case you are unaware, D365 portals has the support to configure this kind of authentication with Google and Facebook in a very simple way. So let’s explore on how to do this.

 

Step 1: Register your portal with Google API’s

Go to Google API Console – https://console.developers.google.com/projectselector/apis/library

Click on Credentials

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In Create Credentials dropdown, Click on OAuth Client.

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In the screen that comes up, Enter the below details

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Name – This can be anything you want. I have named it as Microsoft portal identifier.

Authorized Javascript origins -  This is basically your D365 portal URL from where the request would originate.

Authorised redirect URIs – This is basically the call back URL once the validation is successful. As you can see I have entered https://xrmtr1.microsoftcrmportals.com/oauth2callback

Click on Save.

Once saved, you could see your client_id and client_secret. We do not need the client secret here. Just keep a note of the client id.

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Step 2: Modify the Site Settings in Dynamics CRM

Go to CRM-> Portals-> Site Settings.

We need to create three site settings records here.

The first record would be identify the Authority URI from where we need to get the token.

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I have put the  name as – Authentication/OpenIdConnect/Google Sign In/Authority. The part in bold is basically the name of the button as you want to show up in the login screen.

 

Second record of Site settings is to capture the value of the Client ID registered with the Google API’s

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The third record is to capture the value of the redirect URI. This is the same value that you should put while registering D365 portal in Google API in Step 1.

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And you are done.

Now when you try to register in your CRM portal, you could see the magical ‘Google Sign In’ button. Whooo. it was so complex Smile

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Any body with a Google account can now register with your portal.

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You would be asked for consent as per OAuth 2.0 protocol.

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Once you provide your email and click on ‘Register’ you are done.

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So simple and yet so powerful extensibility for your portals.

 

Hope you liked this post.

 

-Debajit Dutta (Dynamics MVP)

For Training and consulting please visit www.xrmforyou.com

(Visit our products page – http://www.xrmforyou.com/products-1.html to know more about our offerings)

Dynamics 365 Portal Authentication with External Identities Part-I – Authentication with Azure Active Directory

Lately I have been working a lot on Dynamics 365 portals a lot and also delivering some trainings on the same. Don’t get much of a chance to work on Dynamics 365 portals (previously ADX portals), but when I get an opportunity, I make sure I don’t miss it.

And as I have been conducting training on CRM portals, I come across a lot of questions on Authentication of Dynamics 365 portals with external identities like Azure Active Directory/ Google/ Facebook. In the interest of my blog reader I have decided to pen down in detail on how to configure for such scenarios.

This blog will be a two part series. In this blog I will show you from scratch on how to set up Authentication of your Dynamics 365 portals with Azure Active Directory. In the next part I will show from scratch on how to set up the same with Google account.

First things first.

Launch a trial of Customer Portal for your Dynamics CRM. It’s pretty easy and I assume you know this. If not there are plenty of awesome articles which show on how to do the same. One such being – http://dynamicscrmcoe.com/install-dynamics-365-portals/

Ok. So we have our CRM portal set-up.

The following are my details:

Portal URL – https://xrmtr1.microsoftcrmportals.com

CRM URL – https://xrmtr50.crm8.dynamics.com

 

The first time when you launch the portal and try to sign in, you would be presented with a screen like below.

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Because we are going to register the user with Azure AD, so click on the Register Tab.

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Ok. So we already have a button called ‘Azure AD’ for registering the user. However as I told you, we will do it from scratch. So we will place our own custom button which when clicked will authenticate with our azure Active Directory. And in case you might be wondering, the Azure active directory will be a different domain than our Dynamics CRM domain (xrmtr50.onmicrosoft.com) for which the portal is configured.

So lets go with the set-up.

Step – 1 : Register your Dynamics 365 Portal application with Azure Active directory.

Login to your Azure subscription using https://portal.azure.com and search for Azure Active Directory

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Click on App Registrations and then ‘New Application Registration’

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Enter the details as required.

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Name of the application – “Customer Portal Identifier”. This can be your any name you desire.

Application Type – Select Web app/ API

Sign-on URL – Enter the url of your D365 portal. In my case it is https://xrmtr1.microsoftcrmportals.com

Click on the Create Button.

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Once done, you should see your App being listed here.

Click on the Application. You could see the Application ID. Note it down. We are going to use it later.

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Click on Endpoints.

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Take your federation metadata URL.

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The federation metadata URL would look like below.

https://login.windows.net/95564beb-4dc8-43c2-bdda-12cea2056346/federationmetadata/2007-06/federationmetadata.xml

Remove the federation metadata URL and note the remaining URL. It would be in this format. https://login.windows.net/95564beb-4dc8-43c2-bdda-12cea2056346

Note it down. We are going to use it in the Next step.

 

Step 2: Setting up the Site Settings to Authenticate with our custom Azure AD.

 

Open your CRM and go to Portal –> Site Settings.

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Click on New to Create a New Site Setting.

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Carefully observe the name field – Authentication/OpenIdConnect/Azure AD Custom/Authority. The highlighted part in bold is your custom provider name that you want to show up in the portal.

In the value field, we have put the URL we got from the previous step.

Save & Close this.

 

Click new to create a new Site Setting

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Here we are putting the Client ID. Put the same Client ID that we got when we registered our CRM Portal with Azure AD.

 

Now click again for a last time to create a new Site Setting and enter the below information.

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Here we are setting the Redirect URL. This is URL which will be called back once the authentication is successful. In this case it’s our D365 Portal.

Save & Close.

So we are all set.

 

Now come to the login screen again and voila! Your new button is right there.

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Click on the button. And you would be redirected to the login screen.

Once you enter the credentials of a user who belongs to your Azure Active Directory, you are registered in the portal

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You will be asked to accept.

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Once done, you will be logged in.

Wonderful isn’t it.

 

In my next post I would be walking in depth to configure your D365 portals with Google account. Here is the link for the same.

https://debajmecrm.com/2017/06/13/dynamics-365-portal-authentication-with-external-identities-part-ii-authentication-with-google-account/

Hope you like this.

 

-Debajit Dutta

(Dynamics MVP)

(Visit our products page – http://www.xrmforyou.com/products-1.html to know more about our offerings)

Access your cell values easily during on-change event of field in Dynamics CRM editable sub-grid.

It’s been some time that I wrote a blog. Been busy with the deliverable and tied up in loads of personal stuffs. However finally took out the time to pen down this small post which you might find useful.

So here I was in business as usual, writing some scripts on change of cell values in editable sub-grid. Just to mock up the requirement, the client had the following schema.

  • Parent entity
  • Child Entity. (bearing N:1 relationship with the Parent Entity)
  • There is an editable sub-grid of Child entity on the form of the Parent Entity
  • The Child Entity has three fields being shown on the editable grid
    • Name
    • Field 1
    • Field 2
  • On Change of Name in any of the rows of the sub-grid, the Field 1 should be set required as well as some default values should be shown in the field

You might be thinking, won’t a business rule do this. Yes certainly. And if your requirement is just as simple, then always go ahead with business rules. However for my client, the field values were based on some business logic and required to be set using complex operators which is unfortunately not possible using business rules.

And if you are stuck in the same situation, please read on.

Pretty simple isn’t it. So let’s first register on-change of the ‘Name’ field of the sub-grid. You might already be knowing this on how to do it, but there may be a small twist in the tale. So keep reading Smile

  • Open the form of the Parent Entity.
  • Highlight the sub-grid of the Child Entity on the Parent Entity and Click on Change Properties
  • In the pop-up dialog, go the Events Tab.

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  • In the form properties, upload the webresource containing the script for the on-change of the name field.
  • In the Event Handlers section, select Field = “Name”

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Click on Add, and then select the appropriate library. Put the function name which should be called on the on-change.

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Before you close it out just like another mundane operation, please make sure “Pass Execution context as first parameter” is checked. We are going to need it a lot.

Save & Publish the form changes.

Now coming to the code. I have been surprised that there is very less of examples to show how to access field values on-change of cell values in editable sub-grid. So decided to pen this down.

Now coming to the function. Lets first see what is written. Off-course, your function is going to look lot more complex. However the basic framework to access the attributes and get/ set field values and other stuffs still remains the same.

function NameChange(eContext)
{
    debugger;
    // get the attribute which fired the onchange.
    var nameAttr = eContext.getEventSource();

    // get the container for the attribute.
    var attrParent = nameAttr.getParent();

    // get the value of the name.
    var name = nameAttr.getValue();

    // var field1 Attribute
    var field1 = attrParent.attributes.get("new_field1");

    field1.setValue("<default value for field 1>");

    // set field as mandatory.
    field1.setRequiredLevel("required");
}

 

Ok. so let’s analyze bit by bit.

The first is to get the attribute which changed. the below line does exactly the same. And this is the reason why you need to check

var nameAttr = eContext.getEventSource();

The next is to get the gridRow object which contains the Name Attribute.

    var attrParent = nameAttr.getParent();

Although not used much, the getParent() is documented by Microsoft the Xrm.Page.ui.client control reference. Although I need to make sure whether calling it on attribute is supported or not. I will update on this blog only after my findings.

The remaining of the code is self explanatory. And you can see in this way, how easily you can access the attributes of the row which has been affected. And below is how it looks after I change the Name field in my sub-grid control.

image

Simple isn’t it.

Surprisingly there are very less examples on this. The other way if not this would be iterate through the selectedRows of the grid each time and then do a switch-case on each attribute of the row to achieve the desired result.

Hope it helps

-Debajit Dutta

(Dynamics MVP)

(Visit our products page – http://www.xrmforyou.com/products-1.html to know more about our offerings)

{Resolution} Object does not support method or property “setSrc” in web resource control–Dynamics CRM outlook client

Recently my customer integrated their Dynamics CRM with outlook client. Everything was going fine until they reported that reported that when the CRM fields for Email entity are loading in Outlook client, they are getting the below error.

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Ok. So first things first. Where and why is setSrc method is being used?

Well, my customer had a web resource on the email form and they were dynamically setting the URL of the webresource using the below code.

function FormLoad(){

var webResource = Xrm.Page.getControl("<WebResourceName>");

if(webResource != null){
webResource.setSrc(Xrm.Page.context.getClientUrl() + "<path to webresource>");
}

}

The code seemed to work perfectly fine in Web Client. However in Outlook client it started throwing the above error.

So instead of setting the source of the Web Resource control, we decided to use the getObject method of the WebResource control. The getObject method returns the HTML IFrame element representing the webresource control.

And as many of you might be thinking whether it is supported to use this or not, the good news is, it is a documented method. So you can use it. And to my surprise, many were not aware of the same and was not sure whether it is supported or not.

And the last step would be to set the source of the IFrame element using its src attribute. To make the code more generic, the below code would work across your web as well as outlook clients.

var webResource = Xrm.Page.getControl("<WebResourceName>");

if (webResource != null) {
    try{
        webResource.setSrc(Xrm.Page.context.getClientUrl() + "<path to web resource>");

catch(error){
        var iframeObject = webResource.getObject();
        iframeObject.src = Xrm.Page.context.getClientUrl() + "<path to web resource>";
  }
}

Off course you can be more explicit in the catch for the specific errors but this is just a demo code and you can modify as per your needs.

 

Hope this helps.

Debajit Dutta

(Visit our products page – http://www.xrmforyou.com/products-1.html to know more about our offerings)

{New Tool} Autonumbering solution for Dynamics CRM. Configurable, flexible options to choose from and uniqueness guaranteed

I am pleased to announce the new Auto Number tool from the stable of XrmForYou.com.

Before I walk you through all the features and how you can use the tool to your benefit, the eternal question, why again a new tool for an old requirement? Agreed it’s a requirement which every company implementing CRM must had at some point during their implementation lifecycle. And yes there a whole lot of solutions available which are targeted for that as well.

However, there are usually the following limitations I have faced while using many of the solutions

  • Not all generates unique numbers. Specially in case of data migration and during bulk uploads.
  • Many solutions uses Mutex lock. Even that does not guarantee uniqueness. And not an ideal solution for Online.
  • Many lack a good configuration page. Setting up an entity and field for an entity for auto number configuration is something you need to do manually many of the time
  • And last but not the least, how much a solution burns your pocket. You have impressive solutions in the market which covers all but perhaps you back down from implementing them because of budget constraints. We have tried to make this solution affordable as much as possible.

We have tried to cover up most of these scenarios and we hope you would find it useful for your business.

For trial and pricing, please write to info@xrmforyou.com

So let’s jump to the documentation.

The tool comes in the form of managed solution. Once you install the managed solution, open the configuration page.

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Select an entity from the drop down. For my example, I selected Contact entity. Once you select the entity, all the ‘String’ and simple ‘Whole  Number’ fields would be populated for the selected entity.

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For my example, I have created a String field ‘Auto Number Field’ which I will be using for the Auto Number.

I select the field.

I will explain the other options visible in this screen.

  • Disable configuration – By default, auto number configuration is enabled automatically once you select an entity and save your configurations in the tool. However you may choose to just disable the auto number for that entity without actually deleting your configurations that you took so much time to set-up.
  • Starting Number – By default it is set to 1. You can change it as required
  • Next Number – This field is for display purposes only and shows what number would be there in the next record that would be created. You can always reset the  ‘Next Number’ to the ‘Starting number’ by click on the ‘Reset Next Number’ button. 
  • Increment By – This field is used to determine by how much will the next number increment for the next record. You can set it to as desired. By default it is set to 1.

 

Prefix:

You have an option to choose a prefix value for you Auto Number. For that, just need check the checkbox ‘Insert Prefix’.

Once you check that you get the below options.

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  • Prefix Value – Since I am using Contact entity, say for example I prefer my auto number value to be prefixed with C000. You can just put this value in the prefix.
  • Prefix Separator – Suppose I want that my auto number value and prefix value should be separated by a symbol. You can choose your desired list from the symbols provided in the dropdown. I have selected Hyphen(-) in my case.

P.S – If the field you have selected for Auto Number configuration is of type Whole Number, then prefix and suffix options will not be visible. Just for example – I have selected No. of Children which is of type Whole Number. Hence you could not see Insert Prefix & Insert Suffix Options.

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Suffix:

The next option you have is to have a suffix appended to your auto number. For suffix, the tool provides you a whole lot of options. Let’s explore them

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  • Suffix Generation Method – The first option you get is the Suffix Generation Method which can have two values
    • Auto Generated – If you select this option, you would see two additional fields showing up.
      • Suffix Length – The length of the suffix value
      • Suffix Type – You can choose between Whole Number & Alpha Numeric depending on the business requirement. Please note that you would have no control on the number generated. All the system would guarantee that it won’t be more than the length specified in the ‘Suffix Length’ field.

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    • Manual – If you select this option, you would get the below option
      • Suffix Value– It’s a fixed value that you want to show for the suffix.

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  • Suffix Separator – Same as explained for Prefix separator.

 

For my example  I have chosen Suffix Generation Method = “Auto Generated” & Suffix Separator = “At symbol(@)”

My final settings screenshot.


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I click on Save to save my configurations.

Now let’s see, how an auto number is generated.

I create a new contact record and below is the auto number I get.

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If you remember the I have selected alphanumeric for my suffix and put the suffix length – 5. that’s why the suffix is generated as a combination of numbers and characters of length 5.

 

This tool would give generated unique number for manual creation, bulk-imports or through data migration.

Last but not the least. The solutions comes with a security role – ‘Auto Number Reader’. Please make sure that all users using the the Auto Number are provided that role. Otherwise users other than system administrators would get the access error.

For trial and pricing, please write to info@xrmforyou.com

 

-Debajit Dutta

Try our tools

Sharepoint Metadata Manager and Attachment Extractor (http://www.xrmforyou.com/sharepoint-integrator-1.html)

Role Based Views in Dynamics CRM (http://www.xrmforyou.com/role-based-views.html)

Multiselect Picklist Control (http://www.xrmforyou.com/multi-select-picklist.html)

Record Cloner (http://www.xrmforyou.com/record-cloner.html)

{Utility} A UI based utility to pick and choose and update all the roll-up fields for your entity on-demand

Could not explain much about this utility with the title, so let me detail out the requirements here. Roll-up fields are great and here I am not going to talk about how it works and all. And after all it’s old enough topic I guess by now.

So what made to create this utility for such hackneyed topic. Well the requirement goes like this.

My customer had multiple roll-up fields on the account entity and they were scattered throughout the form across multiple tabs and sections to comply with their business. As good as roll-up fields are, they are updated every hour. However to calculate the roll-up fields on-demand you would need to click the refresh icon for each field.

We could have asked the users to do just like that. However there were couple of problems to it.

  • Some of the roll-up Fields were in the views but not on the forms. So even if the user wanted to manually update it, could not be done
  • The roll-up fields were scattered throughout the form across multiple tabs and sections as I mentioned earlier. So if a user needed to update a rollup field on-demand, he/she would literally need to find them across the form and click on refresh. Not a great idea everyone would agree.

 

So the customer walked up to me and asked. Can we have something which will allow me to pick and choose the roll-up fields for the entity even if not on the form and then allow me to update those fields on demand. And also he wanted something which could be easily moved across the environments and does not need a developer to maintain it.

Well, I thought for sometime and came out with a managed solution. All you need to do in install the managed solution in your environment.

The solutions are available for download at the following codeplex link – https://rollupfieldcalculator.codeplex.com/releases/view/631015

 

Once you install the managed solution in your environment, open any entity and you should see a button called ‘Calculate Roll-up Fields’

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Once you click the button, a window will pop-up with all the roll-up fields for the entity.

 

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As you can see from the above screenshot, the pop-up shows the ‘RollupField Email’ which rolls up the count of emails related to the account. The other two fields ‘Open Deals’ and ‘Open Revenue‘ which are not present on the form but still showing up.

 

You can pick and choose the fields that you want to Update and then click on the ‘Update’ button.

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Once clicked, it will calculate all the roll-up fields that you have selected for update and then will refresh the form so that new values becomes visible to you.

Currently there are five emails associated with the account. Hence after I click on update the form refreshes and shows me the value “5” in the field.

image

Just a solution import and all you need is pick and choose your fields. No code, no customizations.

Hope you liked this tool.

 

Try our tools

Sharepoint Metadata Manager and Attachment Extractor (http://www.xrmforyou.com/sharepoint-integrator-1.html)

Role Based Views in Dynamics CRM (http://www.xrmforyou.com/role-based-views.html)

Multiselect Picklist Control (http://www.xrmforyou.com/multi-select-picklist.html)

Record Cloner (http://www.xrmforyou.com/record-cloner.html)