This setting is required when the user gets the Error stating Unable to get the Token. This error arises due to the browser setting because of which the third-party sites cannot use the cookies.
To enable the cookies please follow the steps given below for your respective browsers.
The user needs to do the following Browser setting if they get the Unable to get Tokens error message on the Attach2Dynamics document management UI.
Open the browser --> Click on the ellipses on top-right corner --> Select the Settings option.
Scroll down to the Privacy and Security section.
From the Privacy and security section, select Cookies and other site data option.
Now select Allow all cookies option.
Once this is done, refresh the CRM record page and ensure if the Attach2Dynamics UI is loading correctly or not.
Firefox can be set to not accept cookies. To turn on cookies, follow the steps given below:
Click the menu button --> Select Options.
Select the Privacy & Security panel. This is where you can view your settings for Enhanced Tracking Protection, which includes cookies.
If Standard is selected, this is the default setting and, except for trackers, all cookies are enabled. For more information, see Trackers and scripts Firefox blocks in Enhanced Tracking Protection.
If Strict is selected, either choose Standard or switch to Custom.
If Custom is selected, either uncheck Cookies (this will allow all cookies) or select the setting to only block Cross-site and social media trackers.
Close the about: preferences page. Any changes you've made will automatically be saved.
Click on the Settings (the gear icon) in the browser toolbar --> Choose Internet Options.
Click the Privacy tab --> Click on the Advanced button.
Once you click on the Advanced button a Pop-up window will appear. Go to Third-Party Cookies section --> Select the Allow radio button --> Click on OK. The setting would be successfully updated.
Open Microsoft Edge --> Select Menu (3 dots icon) --> Click on the Settings options.
Under Settings tab, select Cookies and site permission --> Go to Cookies and data Stored --> Click on the ‘>’ icon in Manage and delete cookies and site data.
Turn on 'Allow sites to save and read cookie data (recommended)' to unblock cookies.
Once you enable the option the setting would automatically updated.