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:
Yes, by using the Bulk Synchronization Tool you can sync the previous records in bulk.
You can enable file deletion by creating the Security Template for users with required actions.
The error is due to insufficient permission on SharePoint.
You can move/copy your history attachments by using Bulk Migration Job feature.
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, authenticate all the connectors and then hit the Attach2Dynamics button.