Hi
Just signed up for Dynamics 365 CRM and need to test connection to the tables via another application.
I need the Unique Organization ID and every article says go to settings, customization, Developer Resources. I am embarrassed to admit I can't seem to find Settings that has Customization. This is what I see - is it because I am on a free trial?
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Go to settings -> security -> users.
Select your users and in the ribbon, click promote to admin.
When you are a global admin in Office365, you're not automatically assigned a rol in CRM. You need to do that seperatly to do any work in CRM.
Next to that, make sure you also have a license assigned to your user.
hi dude,
It seems that u didn't the complete the set up properly .
For unique organisation ID : you will be asked to set up while you are signing up.
Free Trail has complete set of Entities with all the customization options(under Settings) that you are looking for and other things.
just signing up again. ;-)
Hi J8kstur,
Have you signed up for Learning Path as part of your free trial? If so, it will restrict the options you can see at first as it takes you through the training exercises. I think you can turn it off by clicking on the "Settings" cog at the top right of your screen, then clicking "Opt out of Learning Path". If you do this then refresh your browser you should see all of the options available.
Cheers,
Ryan
Hi,
Can you please open the options under Dynamics 365 marked in red below and post a screen shot of the same?
Go to the Advanced Find (Funnel like shape on the black navigation bar)>>look for users>>click results>>double click your user>>under admin tab>>change access mode to read-write.
You wont be able to change yourself, you will have to create another global admin for a while or ask any other CRM user (System Admin), who can do it on your behalf. Basically, you cant change your own permissions.
Following screenshots will help:
Dynamics 365 Plan 1 Enterprise Edition
On the free trial - is that the issue?
Dynamics 365 Plan 1 Enterprise Edition
On the free trial - is that the issue?
I am the Global Administrator - should that not?
You will see customization if your role is either system customizer or system administrator
Hi,
Which license type do you subscribe with? I believe the entry level license doesn't allow customizations and it may even restrict API access but I haven't heard that.
Thanks,
Aiden
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