Is there any possible way to get advanced auditing options in crm dynamics (third party tool, querying database filteredviews)
I want to know Number of user connected, duration of connection for each user, time passed in each form, reports executed(by who).
You have asked for 2 different things.
Auditing:
CRM OOB auditing data stored in on-premise SQL is "," and "~" separated, so have to do reverse engineering & some Power BI chart will visualize nicely on top of the data. We did that by referring below link.
https://marcuscrast.wordpress.com/2012/01/14/dynamics-crm-2011-audit-report-in-ssrs/
Telemetry:
Custom solution using application insights can be collected, including your own metrics like explained in my blog post below.
https://learn.microsoft.com/en-us/azure/application-insights/app-insights-sample-mscrm
On a side note, CRM 2016 has a preview feature of Organization Insights which will cover few of your asks. Refer the link below.
https://technet.microsoft.com/en-us/library/mt703628.aspx
Related
I hope one of you guys can help me here, i have a power bi app where external users that are signing in via their personal mails, so they get mail identity. When trying to view the model in the power bi app they get this error:
The model form associated with this report could not be loaded. Check
that you are connected to the server and try again. Please try again
later or contact support. If you contact support, you must provide
this information.
Users that are in the organization can view it, with no issues.
The external users/setup are as followed:
The external guest users has been assigned power bi pro license.
Power bi setting has been set accordingly https://learn.microsoft.com/en-us/power-bi/admin/service-admin-portal-export-sharing.
Turned the free license off, so they only have the pro.
Tried pretty much all the solutions from google page 1-5
No easy way to do this, had to contact azure support and have multiple of their teams to take a look at it. They ended up admitting that this can not be done
When we create Power Apps in Microsoft teams by importing items from sharepoint online list to table. We then make canvas from the table. my question - if you Edit and item in Power Apps, will the change automatically get come on sharepoint on list
yes this will happen but only when you have an edit form or functionality where in you use update a record in SharePoint.
Take a look at this example from Microsoft especially edit form
So if you are bringing in items from SharePoint into Dataverse for Teams then you will editing the data in Dataverse rather than SharePoint.
So to answer your question, no you won't see the changes in SharePoint.
I am trying to use power bi embedded service rest apis with a pro account, I have gone through the rest api reference guide -
https://learn.microsoft.com/en-us/rest/api/power-bi
The issue is that am unable to share a report with a particular set of users with the api, now i know that we can with rest api create appspaces/groups, and add users to group, but thats at the group level. I want to basically give permission at the report level. It is very easily possible from the app.powerbi.com portal by going into the share option. But there is no api that i can find to share a report to a user in an appspace.
We are stuck in our POC because of this as report level security is basic and a must have requirement for any kind of custom usage.
Currently Power BI REST API doesn't allow you to do that. As you said, you can only manage users on workspace level. If you need such dynamic report level management, you can try to achieve this by removing the rights of your users on the workspace and embed the reports in some application, implementin "app own data" scenario. This way you will be able to manage user's access in your application, while the reports will be always accessed with your "master account".
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013.
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage)
I search for a way to attach all kinds of documents to different entities like:
- pictures to accounts (not profile picure)
- PDF documents to account
- ...
I know you can use notes.
I'm a bit confused because there are attachments on entities like email.
Can I integrate these attachment-functions on other entities like accounts?
edit 18.12.2014
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010).
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working.
Maybe someone from here can help me over there:
My Question on Sharepoint stackexchange site
The attachments mechanism isn't available for common customizations, sadly. Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
That said, you can use SP 2013 Foundation for document management, if you want. Here's the step-by-step guide. We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
SharePoint Central Administrator
Under>> Service Applications
Manage services on server
Look for>>Microsoft SharePoint Foundation Sandboxed Code Service is running
Start the service
After completing all the 5 steps
To Install List Components in SharePoint
Go to Site Settings
Under>> Web Designer Gallery>> Click on “Solutions”
Click on Upload solution
and Click on Activate
To Set Broser File handling to Permissive
Go to SharePoint Central Administration
Application Management
On the Ribbon click onthe General Setting
Web Application Generation Setting pop-up window will appear
Scroll down to look for Browser file handling >> Select >>Permissive
Click Ok, save settings and restart the server/IIS
try to Activate the List compoent
Ensure the after successful activation will enable the Deactivate button.
Sometime it is very annoying you need to do several click to get this working.
Go to CRM and add the URL into Document management, all will work fine.
FYI the "CRM 2013" list component retains the 2011 look-and-feel.
I need to enhance MS CRM Role based security model with more criteria to filter on. I.e. in addition to Business Unit access level, I need to add location access level, team access level and some other access layers based on custom entities.
I brushed through internet and MS CRM 2011 SDK but haven't found an example, how I can enhance Role based security model. Is it possible?
If it is, can you point me on example how I can achieve this?
In CRM 2011 you have more options in security model:
You have the concept of teams, that can have users from different BUs
You have security-field, to enhance the security for a field
See here resume of all options in CRM 2011. See also this article.
Another option you have is using Javascript to add more criteria:
http://www.powerobjects.com/blog/2011/10/20/how-to-hide-a-button-on-the-ribbon-in-dynamics-crm-2011/
http://blogs.infinite-x.net/2010/11/16/retreiving-user-roles-in-crm-2011/
http://crmdm.blogspot.pt/2011/03/how-to-hide-show-tab-in-crm-2011-using.html
http://crmdm.blogspot.pt/2011/02/how-to-hide-control-in-ms-crm-2011.html