I am using Dynamic CRM 2015 On-Premises and currently facing an issue related to Modified By field of account.
The issue is that whenever someone modifies or assign the account to another user, the Modified By field of the account shows "System".It should be showing the name of the person who modifies the account.
I have also checked the registered plugins,there is no code written that is responsible for this kind of functionality.
Any kind of help/suggestion will appreciated.
Have you checked workflows? You could also turn on auditing for the entity to see if any other fields are being changed which might give you a better clue as to where the change is coming from.
If you have plugins, make sure that they are running in the current user's context. Plugins can be set to run as specific users, mostly to allow elevated permissions.
You do this by editing the Plugin Step (screenshot below).
Related
I am creating a new agent in Dialogflow, and was asked if i wanted to create a new project or add to an existing project. Two projects were listed that I do not recognize.
I went into my Firebase console and do not see the projects. Any suggestions on where I can find these mystery projects and what I set them up for originally?
Posting the answer as OP confirmed in the comment section that it resolves issue.
thank you, the console.cloud.google.com link worked
One of the reasons why you are able to see different/3rd party projects in your account dashboard is because you were granted access to those projects as a viewer or editor role.
It can be checked in IAM which is reachable using this link to project IAM Dashboard.
Another possibility is being part of the specific group, which have viewer/editor role to other projects, it can be visible by filtering by group.
I decided to try Firebase. When I go to the console, I not only see my own project, but two projects that I never created or was supposed to have access to:
Those projects seem to be created by a "Rohit Travel & Tours". I can see some of the details:
When I go to Google Cloud's resource manager, sure enough, the project is also there, along with a few "My First Project" projects that seem to belong to the same people:
I'm not sure why I got access to this. It's either a dangerous bug, or a clueless admin that added one of my emails to the project.
I'd like to remove that project since it's just clutter. However, I can't find a way to remove myself from the project, and since I don't have any kind of admin access, there's nothing I can actually change there. In fact, I can't find my account listed on any of the role/member fields either, so I'm not sure what's the real story there.
So far the admin emails listed on the accounts have been unresponsive when I requested that my account be removed.
There's no way to contact Google Cloud to request that either. Apparently the only way to contact them is with a paid support account of some kind.
So my question is: is there a way for me to ever remove myself from these accounts, so I don't see them on my panels, especially the Firebase dashboard?
Or am I stuck with these app accounts forever?
When such projects show up for me, it's usually because someone added a group that I'm a member of (like all#company.com) as a collaborator to that project. If that is the cause, there is no way to remove me/you as an individual user. One of the owners on the project will have to remove the overly broad group, and replace it by either a better targeted group or by the individual users.
Also see:
How do I remove myself from a project in the Google Developer Console?
I'm working on a CRM project. My customers want to restrict some of campaign menu options. They particularly want to limit the copying of a campaign. I checked user roles but I can not find anything about it. So how can I take to privilege of copying campaign?
It seems there isn't no specific security privilege to allow to copy a campaign (you can check the necessary security privileges here).
If changing those privileges is not an option, you can always edit the command bar using some tool like Ribbon Workbench and hide the Copy button (bear in mind that you would be hiding that functionality to all the users) or apply some custom enable rule. You can check how to to this here.
I am very new to Dynamics and am wanting something which when a lead is created my workflow will create a contact. However I do not want duplicate contacts to be created. I read that duplication detection does not work in workflows and that I need to write a plugin. I am following this tutorial. I have created a EmailExists entity and referenced the Lead entity. What I need to do is get that Lead entity and then check whether or not a contact exists with that leads email address. I'm pretty much stuck on how to get the lead from my custom entity and then query the contactbase. Any suggestions or further reading would be greatly appreciated.
Thanks in advance
The link you reference is a workaround for the problem of not being able to register custom workflow activities in CRM Online. If you are using the On Premise version, you should be able to write custom workflow activities.
If you are already going to write a plugin, you don't need to follow the instructions in that link. You might as well just write a plugin that fires on Pre-Create of the Lead entity. It would go query Contacts for that email address, and if it finds one, it would throw an InvalidPluginExecutionException which will cancel the Create. No need for the "EmailExists" entity.
Here's a step-by-step guide on creating a simple plugin:
http://msdn.microsoft.com/en-us/library/gg695782.aspx
EDIT
(But please read it all if you really wanna help :) )
Since I'm able to view all the profiles with the correct LDAP data (it's fetched when asked for, but never stored), an possible, albeit hackish solution, would be to display all the profiles as a table. Does anyone have an idea how that might be done ? Google hasn't help, understandably since most people never need to use such a feature.
EDIT
I've successfully used the LDAP Integration module to use LDAP authentication with Drupal. Now I'm trying to create an address book with information from LDAP. I've tried the following solution:
Changed the ldap_data.module, the part that states which fields can be mapped between ldap and drupal (e.g. mail => mail). This fails when I try to add more mappings. I believe this maps to the "users" table in drupal, but when I try to add a field to that table and map a LDAP attribute to it, nothing goes into the database. My plan was to then use Table Wizard with views to create the address book. Using Table Wizard and Views I was able to extract everything I wanted from the users table, but the problem of entering data into the table is still not solved.
If you have any ideas, any at all, I'd really appreciate it. I'm a beginner in drupal and LDAP altogether btw. I've already tried to google this to death over the last few days but nothing has helped me solve this problem.
The answer below helped me understand why this didn't work, but the problem is still unsolved.
The LDAP Data module is not intended to work with fields arbitrarily added to the users table. Instead, it works in conjunction with the core Profiles module and can map to its fields.