FAQs
Once the solution is imported, please follow the below steps to activate all the processes of SharePoint Security Sync.
- Click on the gear icon --> Select Advanced Settings.
- Next, select Processes.
- From 'All Process' View activate the process shown in the below screenshot:
The error is due to insufficient permission on SharePoint.
You need to delete the Inogic License Details record from your sandbox environment. After deleting the next step would be to activate the license.
To delete the SharePoint Security Sync license follow the below steps:
Step 1: Navigate to Advanced Find.
Step 2: Select Inogic License Details in ‘Look for’ and click on Results button.
Step 3: Select the SharePoint Security Sync record and delete it.
In such situations, please ensure the credentials are correct and you have a Global administrator privileges and also are a SharePoint site owner.
Firstly, please check if the browser setting is to Enable the cookies. To know more please follow this link. If the solution still doesn’t work please then try to authenticate the connector once. If you are using Authentication mode as App then please make sure that you have selected the consent box while authenticating. Please follow this link to know about how to authenticate the connector.
Currently, we support only SharePoint Communication and Team site. SharePoint Subsite is not supported.
This message is displayed when the number of the CRM user is increased beyond the subscribed users. If you get this issue then please reach out to us at [email protected] with the total user count. To get the total user count please execute the below condition in Advanced Find:
Please make sure the user has Attach2Dynamics Admin / User security role assigned. To know more about the Attach2Dyamics security role please follow this link. Also, please make sure the Entity configuration record is created for the respective entity. To know more about entity configuration please follow this link.
Yes, Attach2Dynamics can be shown on a tab. To know more regarding the configuration please follow this link.
In order to solve this issue, you will have to delete the connection detail record of the user who is this getting error.
To delete the connection detail record of the user please follow the steps given below:
- Open Advanced Find from your CRM.
- In the Look for dropdown select Connection Details entity.
- Please add a condition as shown in the below screenshot:
- Click on Results.
- Select all the records of that user --> Click on Delete.
- Once the record is deleted, you have to authenticate all the connectors and then hit the Attach2Dynamics button. For this, click on the Authenticate button on the ribbon bar.
- Check the consent box as shown below:
Note: The Consent box will be available only when App is used to create the connector.
To export the log record in Excel, follow the steps given below:
- Open 'Advance find' in CRM.
- In the 'Look for' dropdown, select Logs entity.
- Add a condition for the error, as shown in the below screenshot.
- Now click on the Edit Columns button.
- After clicking on 'Edit Columns', you have to click on the Add Column option present inside the Common Task section.
- Next, select the Trace Log field and then click on the OK button.
- Once again click on the OK button on Edit Column window.
- Click on the Result.
- Now click on the Export Logs button dropdown and then click on the Static Worksheet option.
- In a short time, an excel file will be downloaded for offline consumption.
Yes, it is safe to delete the batching and sync status which are completed. By using the Bulk deletion job, you can delete such batching and sync status records. You can make use of the below queries in the bulk deletion job to delete the records.
Query for Sync status:
Query for Batching:
This issue occurs when the Redirect URL has not been added in the redirect section of the Azure App as shown in the below image:
Please follow the below steps to add a redirect URL:
- Navigate to Azure App --> Click on Redirect URL.
- Click on Add a platform button --> Select Web.
- Add the Redirect URL.
Note: To identify the Redirect URL, kindly navigate to the SharePoint Security Sync App-> Connectors-> Credentials tab and copy the redirect URL which is highlighted in the below screenshot:
- After adding the redirect URL, click on Configure button.
- Navigate to SharePoint Security Sync App -> Connectors --> Authenticate the connector again.
This error is due to insufficient permissions on SharePoint. So, you need enable some settings in SharePoint. For more details, please click here.
You can use the Bulk Migration Tool or SharePoint Security Sync Tool to move attachments from CRM to SharePoint.
However, SharePoint Security Sync Tool is a Windows tool and it does not use CRM resources thus it takes less time to migrate history CRM attachments to SharePoint. Additionally, it also provides a user-friendly interface for migrating historical attachments.
Note: We recommend migrating history attachments in batches of 4 to 5 month period for optimal performance.
Last modified 11d ago