Dynamic CRM 365, Expert account
How to update Expert Accounts To Use underwriter Broker Codes.
Call CreateAsyncJobToRevokeInheritedAccess using Power Automate
I am getting Unauthorized on my HTTP action in Power Automate. I’m wanting to call the API to clean up inherited access as specified in Microsoft documentation here. In Azure, I have created an app registration with the required permissions, and I am successfully obtaining an access token using Postman and in Power Automate. The user has system admin privileges in CRM. I am having trouble using the token using the Authorization header. Any thoughts? Thanks in advance.
CRM and ERP dummy data
I am currently working on a project that involves integrating CRM and ERP systems, and I need to generate or obtain dummy data for testing purposes. Specifically, I am looking for a way to create realistic test data that mimics the kind of data typically found in CRM and ERP databases.Could anyone recommend any tools, libraries, or techniques for generating or obtaining such dummy data? Any sample scripts or references to datasets would also be greatly appreciated
CRM Dynamics cancel workflow
Could somebody tell me if there is a better way to schedule a new workflow and cancel an existing workflow on record creation? In CRM Dynamics, I have a Contact with a sub-grid containing Request records. I have a plugin that runs on Request record creation (Post-Operation, Synchronous) to update Contact record and then start a workflow on Contact i.e. before new workflow is started an old workflow need to be cancelled.
Issues accessing report to edit in Microsoft Dynamics CRM
I have edited reports and added reports in MS Dynamics CRM in the past, but suddenly I don’t seem to be able to get to the Edit screen from an existing report