I have a custom attribute EmployeeNumber in AD, while creating CRM users when I write UserName for e.g Imran.Ahmed it automatically fetches some information from AD and fills form with that information ie first name, last name and phone number etc. Now I have added one more field in CRM to store Employee number in CRM. But CRM is not fetching it from AD.
How can I get information of custom attribute EmployeeNumber from AD to CRM form? I have been searching on internet and found some links that are saying that we have to write a plugin or call Javascript from CRM form but is there any way through which I can automatically get information from AD?
I am not aware of any AD side configurations to sync extra columns into CRM system user record. Or how to add more data to pull in the platform service when you tab out the username. Am sure you are not gonna get that information/control over that integration from Product team.
You can try this codeplex solution by reverse engineering/extending it to achieve the requirement. Or some Graph API calls to achieve it in some timely jobs.
We have our internal HR system to read/sync such data using SSIS + Kingswaysoft connector into CRM.
Related
I recently configured Service Cloud for my organization and for the most part it is working great. We do have an issue I can seem to solve though. The first time an internal employee submits a case (email-to-case), there is not a contact record to associate with the case, so the help desk must spend time creating a contact record for the employee before they can proceed with resolving the case. Is there a way to automate or sync with Office 365 to create a contact record for each employee?
I have considered and/tested the options below, but none do what I want:
I have already set up and tested Einstein Activity Capture. This is a great tool but will not sync internal (same email domain) contacts into Salesforce.
I know I can automate an export from Office 365 into an AWS S3 Bucket and then use AWS AppFlow to create/update contact records. This one is feasible, but I have to imaging there is a way to integrate the two platforms without exporting data into a staging area.
I can't use anything that requires manual intervention, like Data Loader.
I created a report in DataStudio and embedded it on my website. I activated the option "anyone with the link can view" so this report will be visible to my website users.
But I need to show my website users different data depending on their user ids and more important I don't want users would be able to see other users' data so if I used URL filtering users would be able to breach and search another user id to see his data.
Does anyone have a solution for this scenario?
In Google documentation I saw an option to limit the report to users in my domain, I assume this will solve this issue, but I don't find how to restrict other domains.
Users are logged onto Google
If users of your website are already logged onto Google, use the Filter by email address guide from Data Studio help center. This requires you to setup FILTER BY EMAIL and then have a field in your data can be directly used as an email filter.
Users are not logged on to Google
If you want a solution where the users don't have to be logged onto Google, you will need to:
Create a Community Connector to pass the filtered data to your users. The connector should accept a short lived token as part of the config.
Create a dashboard with your connector and pass unique short-lived tokens for each user.
You should have an endpoint that returns the current user's data based on the token provided. Alternatively, the endpoint can return only the user's identify and you can query a secondary data source with a service account filtering for the user's identity.
Your connector should call your endpoint to fetch data only for the user/for the user's identity.
This official guide demonstrates how to implement this in more details.
Disclaimer: I work in the Data Studio team and wrote the above guide.
First option is to add extra 2 fields to your data source.
User_ID
Password
For example:
Data, User_ID, Password
$10,Daniel,123
$20,Alex,456
In your dashboard, you need to create two parameters:
User_ID_Parameter
Password_Parameter
Both parameters can set the default value to null, and accepts any values.
Then create a new calculated field:
CASE
WHEN REGEXP_MATCH(User_ID,USER_ID_Parameter) AND REGEXP_MATCH(Password,Password_Parameter) THEN 1
ELSE 0
END
Then create a new filter to the chart that you want to hide:
To include the above calculated field Equal to 1
Second option is to use the Data Studio default Row Level Security
The only caveat is the users need to sign in before they can view the report.
I have an application that has stored the openid subject/NameIdentifier to identify users. Now a featurerequest was made that requires retrieving a user from the Microsoft Graph api while the user isn't logged in. Which requires the objectidentifier to find the user. Is there someway to convert the nameidentifier to the objectidentifier without requiring the users to login.
Can I retrieve the nameidentifier with the graph Api
You can't use Nameidentifier to fetch the user information from the Tenant level using GarphApi which is unique only to the application level.
The ID/UPN is the unique across the Tenant which can be used to fetch user information.
The converstion of Sub/Nameidentifier to oid/UPN is not possible as these two are different unique id generated by azure.
In this document you can find more information about sub/oid here
We have an application that uses AD LDS (ADAM) which contains a extended user class ( custom attributes, specific to our application).
One of our clients wants our users linked to their domain users (AD).
When they create a user in their system, a user on our side has to be created. When they delete a user on their system, the corresponding user should be deleted on our side. The same with basic properties (name, email, ...).
The application specific attributes will be modified by our tool.
What is the best or most reliable way to keep those users in sync? The client does not allow us to modify their schema.
I was thinking myself to create a webservice to add/ delete / modify a user on our side which kan be called from within their system. But Maybe there are better solutions.
Thanks.
Personaly I will use ADAMSync for that. You can a kind of 'how do I' in Synchronize ADAM (or LDS) with Active Directory Domain Services.
ADAMSync.exe and ADShemaAnalyser.exe are part of the binary installed with ADAM.
In the case you are affectively using ADAM, be careful to install the ADAM SP1.
You can use the free Identity Integration Feature Pack from MS to sync selected attributes between AD and AD-LDS. You can download it here http://www.microsoft.com/download/en/details.aspx?id=11149
I'm not sure if it supports server 2008. It may be included in server 2008 as a role now.
I have some clients that I'd like to put into Microsoft CRM (3.0 Dynamics). These people are already in a small Active Directory group for access to a couple of internal applications.
Is there a way to add these people to CRM and pull/push the contact data from Active Directory, so I'm not creating a second repository of information that conflict?
Unfortunately there's no out-of-the-box way to dot his. You'd have to write a custom app in order to query AD and pull in the data. Unless you're looking at over 100 customers you probably won't make up the time it would take you to manually input this data.