News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/Blogmscrm-addons.com Application User for Dynamics 365 (App Access)https://www.mscrm-addons.com/Blog/PostId/10235/dynamics-365-application-user*General*Wed, 04 Dec 2019 09:06:13 GMT<p style="text-align: justify;">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).</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span><strong>This article is valid for Dynamics 365 Online only.</strong></span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span>Required Dynamics 365 Solution</span></strong></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>First, make sure that you have the required &ldquo;MSCRMADDONScomGeneral&rdquo; solution installed.&nbsp;</span>To do so, open Dynamics 365 -&gt; Advanced Settings -&gt; Settings -&gt; Solutions</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Check if a solution named &ldquo;<strong>MSCRMADDONScomGeneral</strong>&rdquo; exists and if its version is <strong>2020.22</strong> or higher.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>​</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRMADDONScomGeneral solution found but version too old" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure1.png"> <img alt="MSCRMADDONScomGeneral solution found but version too old" width="302,5" height="102,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: MSCRMADDONScomGeneral solution found but version too old</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>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,&nbsp;</span>you can download the solution file <a href="https://mscrmaddons.blob.core.windows.net/downloads/ApplicationUser/MSCRMADDONScomGeneral.zip">here</a>.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Next, hit the <strong>[Import]</strong>-button, select the downloaded zip file (MSCRMADDONScomGeneral.zip) and follow the dialog.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>​</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRMADDONScomGeneral solution found but version too old" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure2.png"> <img alt="MSCRMADDONScomGeneral solution found but version too old" width="279" height="109" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Select solution package dialog</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span style="font-size: 18px; color: #0077b3;">How to register and create the Application User</span></strong><strong>​</strong></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span style="text-decoration: underline;"><strong>If you already have installed DocumentsCorePack follow this way:&nbsp;</strong></span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Open Dynamics 365 -&gt; Advanced Settings -&gt; Settings -&gt; &ldquo;MSCRM-ADDONS&rdquo; area -&gt; DocumentsCorePack.&nbsp;</span>In the loaded configuration page navigate to the &ldquo;License Server&rdquo; tab and hit the <strong>[Enable App Access]</strong>-button as you can see in the figure below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Enable App Access" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure3.png"> <img alt="Enable App Access" width="484" height="320" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Enable App Access</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>The Application User configuration will open.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span style="text-decoration: underline;"><strong>If you have installed the General solution only or do not have access to settings area, follow this way:</strong></span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Open the &ldquo;CreateAppUser.html&rdquo; web resource. Therefore, replace the &ldquo;[Dynamics365ServerURL]&rdquo; placeholder of the following link with your Dynamics 365 server URL and open it:</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>[Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html]</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>e.g. https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Both ways will open the Application User configuration page:</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The Application User configuration page" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure4.png"> <img alt="The Application User configuration page" width="483" height="316" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: The Application User configuration page</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Once opened, it tries to add your user domain name to the input field automatically.&nbsp;</span>If the field is empty or the value is wrong, type in the domain name (email address) of an existing Dynamics 365 user. Hit &ldquo;Start&rdquo; to perform the steps described in the dialog.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Next a new window pointing to &ldquo;<strong>https://login.microsoftonline.com/...&rdquo;</strong> will open. It shows a Microsoft Online connection dialog. If the window does not open, check your popup blocker.&nbsp;</span>Login with an Azure Active Directory administrator.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Microsoft Online connection dialog" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure5.png"> <img alt="Microsoft Online connection dialog" width="308,5" height="241" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Microsoft Online connection dialog</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>To register the mscrm-addons.com application, hit accept in the next dialog:</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Register the mscrm-addons.com application" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure6.png"> <img alt="Register the mscrm-addons.com application" width="254" height="380" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Register the mscrm-addons.com application</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Once done, you will be redirected to our the mscrm-addons.com website.</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Redirection to the mscrm-addons.com website" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure7.png"> <img alt="Redirection to the mscrm-addons.com website" width="453" height="157,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Redirection to the mscrm-addons.com website</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>If the page shows &ldquo;The enable process has been successful&rdquo; go back to the dialog.&nbsp;</span>Hit the <strong>[Enable]</strong>-button to continue.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Hit Enable to finish the process" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure8.png"> <img alt="Hit Enable to finish the process" width="420,5" height="272,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Hit Enable to finish the process</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>If the process was successful, you will see the following message:</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Message if process was successful" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure9.png"> <img alt="Message if process was successful" width="369" height="292" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Message if process was successful</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span>Please note: </span></strong><span>You will need this &ldquo;</span><span>Security Token&rdquo; in the connection dialog shown in the next sections.&nbsp;</span>For each Dynamics 365 user a different &ldquo;Security Token&rdquo; is generated.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">​</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span style="font-size: 18px; color: #0077b3;">How to get the Security Token</span></strong></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>To retrieve the &ldquo;</span><span>Security Token&rdquo; again or a different Dynamics 365 user needs his token to connect, just reopen the same page as shown above (section &ldquo;<em>How to register and create the Application User&rdquo;).</em></span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>The page </span><span>always shows the &ldquo;Security Token&rdquo; for the <strong>currently logged in Dynamics 365 user</strong>.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>If the current user is a Dynamics 365 admin, the page shows the &ldquo;</span><span>Security Token&rdquo; of the &ldquo;MSCRMADDONScom.ApplicationUser&rdquo; application user in addition.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Here the direct link again: </span><span>[Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>e.g. https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Result if logged in with a Dynamics 365 admin user (&ldquo;admin@CRM875916.onmicrosoft.com&rdquo;):</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Result if logged in with a Dynamics 365 admin user " href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure10.png"> <img alt="Result if logged in with a Dynamics 365 admin user " width="393" height="309,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure10.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: Result if logged in with a Dynamics 365 admin user </em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Result if logged in with a default Dynamics 365 user (&ldquo;alans@CRM875916.OnMicrosoft.com&rdquo;):</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Result if logged in with a default Dynamics 365 user " href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure11.png"> <img alt="Result if logged in with a default Dynamics 365 user " width="393,5" height="257,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure11.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: Result if logged in with a default Dynamics 365 user </em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span>Please note: </span></strong><span>The minimum </span><span>permission for a none admin user is the &ldquo;global read permision on the systemuser entity&rdquo;. If the current user does not have this privilege, the page will show an error:</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error without minimum permission " href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure12.png"> <img alt="Error without minimum permission " width="392" height="255,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure12.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 12: Error without minimum permission </em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span style="font-size: 18px; color: #0077b3;">Request new License for AppAccess</span></strong></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>If you are in trial mode and do not have a DCP license yet, you can skip this section.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>For the AppAccess connection a<strong> new license key for both the DCP server and the DCP client</strong> is required.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Before you change the connection to AppAccess contact our support (</span><span><a href="mailto:support@mscrm-addons.com"><span>support@mscrm-addons.com</span></a></span><span>)&nbsp; with the subject: &ldquo;Update license for AppAcceess support&rdquo;.&nbsp;</span><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit;">Further on provide the ID and the </span><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit;">unique name of your Dynamics 365 organization.&nbsp;</span>Both can be found in -&gt; Dynamics 365 -&gt; Advanced Settings -&gt; Settings -&gt; Customizations -&gt; Developer Resources -&gt; &ldquo;Instance Reference Information&rdquo; section -&gt; look for &ldquo;ID&rdquo; and &ldquo;Unique Name&rdquo;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>More information can be found <a href="https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365">here</a>.&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span style="font-size: 18px; color: #0077b3;">Use App Access via DCP Online Service Config</span></strong></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span>(minimum required DocumentsCorePack Service version is 2020.12)</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Create a new DocumentsCorePack online service or update an existing one as usual.&nbsp;</span>More information can be found in the corresponding <a href="https://www.mscrm-addons.com/Portals/0/MSCRM2015/AM/DocumentsCorePack_AttachmentExtractor_Online_Doku_english_2018.pdf?ver=2018-07-04-170945-407">user guide</a>.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>In the &ldquo;Connection Profile&rdquo; select &ldquo;App Access&rdquo; instead.&nbsp;</span>To do so, hit on &ldquo;Connection Profile&rdquo; as you can see below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the connection profile" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure13.png"> <img alt="Open the connection profile " width="394" height="109" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure13.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 13: Open the connection profile </em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>In the opened dialog select &ldquo;App Access&rdquo;. Then the </span><span>following info box will occur.&nbsp;</span>It contains a link to this article. Hit the <strong>[Ok]</strong>-button to continue.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="App access" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure14.png"> <img alt="App access " width="266,5" height="107,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure14.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 13: App access</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Next, define the &ldquo;CRM URL&rdquo; and the &ldquo;Username&rdquo;.&nbsp;</span>And paste the &ldquo;Security Token&rdquo; mentioned before (<strong>Please note</strong>: It has to be the correct token fitting to the defined Username).</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Then hit the <strong>[Retrieve Organizations]</strong>-button and if an organization was found, continue with "Very Connection &amp; Save Profile&rdquo; as you can see in the figure below.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create CRM connection profile" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure15.png"> <img alt="Create CRM connection profile " width="394" height="248" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure15.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 15: Create CRM connection profile</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>If this process was successful, continue as usual.</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>​</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span style="color: #0077b3;"><strong><span style="font-size: 18px;"><br /> </span></strong></span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><strong><span style="color: #0077b3;"><strong><span style="font-size: 18px;">Use App Access via DCP Client (Template Designer)</span></strong> </span></strong></p> <p style="margin-bottom: 0.0001pt; text-align: justify;">(minimum required DocumentsCorePack Client version is 10.1)</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>Install the DCP Client or change the connection of an </span><span>existing installation as usual.&nbsp;</span>More information can be found in the <a href="https://www.mscrm-addons.com/LinkClick.aspx?fileticket=GKrEAv_bmiw%3d&amp;tabid=116&amp;portalid=0&amp;mid=2084">corresponding guide</a>.&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>When you reach the &ldquo;Connection Dialog&rdquo; make sure to select &ldquo;AppAccess&rdquo;.&nbsp;</span>Then define &ldquo;Dynamics 365 Server-Url&rdquo; and&ldquo;Username&rdquo;. Next, hit on the <strong>[Retrieve all Organizations]</strong>-button.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Specify your connection details to connect to Dynamics 365" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure16.png"> <img alt="Specify your connection details to connect to Dynamics 365 " width="351,5" height="328" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure16.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 16: Specify your connection details&nbsp;</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>A small new dialog will pop up. Enter the &ldquo;</span><span>Security Token&rdquo; fitting to the &ldquo;Username".</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Enter security token" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure17.png"> <img alt="Enter security token " width="197,5" height="92,5" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure17.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 17: Enter security token</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>If the process was successful you will see one retrieved organization.&nbsp;</span>Hit<strong> [OK]</strong> to connect.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Connection setup" href="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure18.png"> <img alt="Connection setup " width="395" height="368" class="img-responsive" src="/Portals/0/Blog/mscrmaddons_application_User_for_Dynamics365/Figure18.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 18: Connection setup</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Continue as usual.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span>​</span></p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p>10235