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Please help with below queries

Posted on by 130

Hi ALL,

1)Is there any way where we can check whether the crm records is created from SAP/API/import/Outlook ???

2)How can we move secure configuration from one env to another? If it can only be done manually or some other way also?

3)why do we register plugin on sandbox mode only?Disadvantages of sandbox mode

4)Best practice to move solution from one environment to another?

5) what to do if all our plugin/workflow stopped working suddenly on online 365?from where to start debigging

6) Suppose we move solution from Dev to UAT and UAT breaks so what should be do next to find out the root cause?

7)C# latest important features

  • Kapil Singla Profile Picture
    Kapil Singla 130 on at
    RE: Please help with below queries

    1)suppose in plugin we want a particular piece of code to be run if record created by CRM only , not by SAP or outlook .. So is there any way where we can distinguish that?

    2)By solution, is it possible to move secure configurations?

    3)Can you please explain the disadvantage that you have mentioned

    4) Thanks , it was helpful

    5) Thanks , it was helpful

    6)Exactly where can we check errors

  • Suggested answer
    PabloCRP Profile Picture
    PabloCRP 1,086 on at
    RE: Please help with below queries

    Hi, I'd like to share my points of view.

    1.- well there is not OOB like dashboard to view if some records has been created by what platform, if you made a load of data by any source you can see the importation logger -> Configuration/data management/imports. Plugins fire on database changes, so there is not way to know, as workaround you can set a field like picklist and setting this value like with webapi, or plugin or js. or using audit but it has it limitations and there is not much infor about source.

    2.- manually must to be admin..., unsecure  move through solution , secure does not; 

    3.- in ms dynamics plugin as you noticed has 2 insolation modes sandbox / none, in oline instances you are unable to change it to none. sandbox mode some actions are restricted, the disadvantage that i've faced is working with domain or IP,'s you must use DNS for calling services in plugins. others like, file system, use others DLL (no dll merging), using others protocols that are not http. 

    The following web access restrictions apply to this sandbox capability, Only the HTTP and HTTPS protocols are allowed. Access to localhost (loopback) is not permitted, IP addresses cannot be used. You must use a named web address that requires DNS name resolution. Anonymous authentication is supported and recommended. There is no provision for prompting the logged on user for credentials or saving those credentials. more detailed take a look at https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg334752(v=crm.8)?redirectedfrom=MSDN

    4.- well it depends if its your sandbox environment or production. set within the solution al elements you need, webresources, entities, business rules, workflows, steps ,plugins fields, views etc... as unmanage solution. naming conventions well there is not one but it depends on your company convetions.

    5.- you have to view the errors if there are, check for the complements log trace for more information on Configuration/complement log trace this for plugins, and for workflows view the audit opening the wf to view errors.

    6.- frecuently it fails by customizations not homologated like security roles, missing fields, webresources. error logs frecuently helps to understand whats going on wrong. you can check the error messages  that are thrown to you. you have to follow the messages and them will help you to repare the issues, there is not a list of issues.(but when inporting a solution if something is no right it will tell you)  

    7.- well it's also depends the version 2013,2015, 365 and so, you need to download the SDK and there are a lot of demos or examples that you could find them useful. if you refer about the language or framework you could dig into msdn to ask for specific question, doubts or learn the language.

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