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).
IMPORTANT: Please create your service via connection type Server2Server first. When this service is saved, you can change the connection profile to AppAccess.
Please note: This article is valid for Dynamics 365 Online only!
Prerequests:
DocumentsCorePack version at least 2020.12.
MSCRMADDONScomGeneral-solution at least 2020.42
- How to register and create the Application User
- How to continue with the Security Token
- Request new License for AppAccess
- Troubleshooting
- How to check if the required Dynamics 365 Solution is installed
- How to get the required Dynamics 365 Solution
- What to do if you have installed the General Solution only and have no access to the settings area
- How to get the Security Token again
- What to do when no Azure Active Directory administrator account is available
How to register and create the Application User
How to register and create the Application User
After installing DocumentsCorePack, open your Dynamics 365 > Advanced Settings > Settings > “MSCRM-ADDONS” area > DocumentsCorePack.
Figure 1: DocumentsCorePack in your Dynamics 365
In the loaded configuration page navigate to the “License Server”-tab and hit the [Enable App Access]–button as you can see in Figure 2.
Figure 2: Enable AppAccess
The “mscrm-addons.com Application User” – configuration will open.
Please note: 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 (e-mail address) of an existing Dynamics 365 user. Hit [Start] to perform the steps described in the dialog.
Figure 3: The Application User configuration page
Next a new window pointing to “https://login.microsoftonline.com/…” will open. It shows a Microsoft Online connection dialog. Login with an Azure Active Directory administrator.
Please note: If the window does not open, you should check your popup blocker.
Figure 4: Microsoft Online connection dialog
To register the mscrm-addons.com application, hit accept in the next dialog:
Figure 5: Register the mscrm-addons.com application
Please note: If you do not have an Azure Active Directory administrator account available, have a look in the troubleshoot area.
This window shows that the enable process has been successful. To continue go back to the dialog.
Figure 6: Redirection to the mscrm-addons.com website
Now hit the [Enable]-button to continue.
Figure 7: Hit Enable to finish the process
If the process was successful, you will see the following message:
Figure 8: Message if process was successful
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 continue with the Security Token
How to continue with the Security Token
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.
Figure 9: Open the connection profile
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.
Figure 10: App access
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 the organization is shown with its “Unique name”.
Figure 11: Create CRM connection profile
Please note: You will need this “Unique name” for your new license! Please note it!
Continue with [Verify Connection & Save Profile] as you can see in the figure below.
Figure 12: Verify Connection & Save Profile
If this process was successful, you only need a license (next chapter) to continue.
Request new License for AppAccess
Request new License for AppAccess
If you are in trial mode , you can skip this section.
For the AppAccess connection a new license key for our Addon is required.
After you changed the connection to AppAccess, contact support@mscrm-addons.com with the subject: “Update license for AppAccess support”.
Please note: This is the section where you get asked for the new unique name of your Dynamics 365 organization.
More information can be found here.
Troubleshooting
Troubleshooting
How to check if the required Dynamics 365 Solution is installed
How to check if the required Dynamics 365 Solution is installed
Make sure that you have the required “MSCRMADDONScomGeneral” solution installed.
Therefore, open Dynamics 365 > Advanced Settings > Settings > Solutions.
Figure 10: Solutions in DCP
Check if a solution named “MSCRMADDONScomGeneral” exists and if its version is 2020.42 or higher.
Figure 11: MSCRMADDONScomGeneral solution found but version too old
Please note: If you are in trial mode , you can skip this section.
How to get the required Dynamics 365 Solution
How to get the required Dynamics 365 Solution
If like in Figure 13 the version is to old, you can download the solution file here. After the download, hit the [Import]-button, select the downloaded .zip file (MSCRMADDONScomGeneral.zip) and follow the dialog.
Figure 12: Select Solution Package-dialog
What to do if you have installed the General Solution only and have not access to the settings area
What to do if you have installed the General Solution only and have not access to the settings area
Open the “CreateAppUser.html”-web resource by replacing the “[Dynamics365ServerURL]” placeholder of the following link with YOUR Dynamics 365 server URL:
[Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html]
It should look like this:
https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html
This will open the “mscrm-addons.com Application User” – configuration.
How to get the Security Token again
How to get the Security Token again
To retrieve the “Security Token” again or a different Dynamics 365 user needs his token to connect, just reopen the same page as shown in Figure 13.
Here is the direct link again to get to this site:
[Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html
e.g., https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html
This is the result if you are logged in with a Dynamics 365 admin user (“admin@CRM875916.onmicrosoft.com”):
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” in addition.
Figure 13: Result if logged in with a Dynamics 365 admin user
And this is the result if you logged in with a default Dynamics 365 user (“alans@CRM875916.OnMicrosoft.com”):
Figure 14: Result if logged in with a default Dynamics 365 user
Please note: The minimum permission for a non admin user is the “global read permission on the system user entity”. If the current user does not have this privilege, the page will show an error:
Figure 15: Error without minimum permission
What to do when no Azure Active Directory administrator account is available
What to do when no Azure Active Directory administrator account is available
If you do not have an Azure Active Directory administrator account available, you can use this URL and ask your admin to consent. Once done, repeat the steps.
https://login.microsoftonline.com/[AAD TenantId]/adminconsent?client_id=aa3c57aa-ce9d-4140-90bf-1c1235dafc54&state=appuser&redirect_uri=https://graphapi.mscrm-addons.com
Your Administrator only has to replace the placeholder [AAD TenantId] with the actual ID of your AAD Tenant or with the domain name of the tenant. Once done, you will be redirected to our the mscrm-addons.com website and if this page shows “The enable process has been successful”, go back to the DocumentsCorePack dialog.
Please note: You can find all the relevant information here.
Figure 16: AAD TenantId = Directory ID
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.