SharePoint Documents Grid Error in Dynamics CRM

After setting up Server based authentication between SharePoint and Dynamics on several instances we were having issues on certain instances where users would attempt to access the Document grid within CRM and would receive the following error "You don't have permissions to view files in this location. Contact your Microsoft OneDrive owner or SharePoint administrator for access."  The grid ribbon buttons still loaded and if we clicked on the Open Location button SharePoint would open with all the files displaying which told us that the user had the required permissions.

After troubleshooting with a Microsoft tech for a few hours we concluded that the fix was populating the SharePoint Email Address field on the User record for each user within CRM.  Another important thing to note here is that we were using Azure AD account which had an account name of rick@ad.test.com but the email address was rick@test.com (no ad in the domain name).  I had previously found the articles below which gave me the idea that it might be the SharePoint Email Address but i had been using my full domain account rick@ad.test.com and it turned out it needed to be the email address rick@test.com

To rectify the issue on our environments we added the SharePoint Email Field field to the form.  We then created a workflow to copy the Primary Email Address into the SharePoint Email Address field when a user is Created or the Primary Email Address is changed.

Finally one thing still bothers me about all this, the fact that some environments required populating this field while other didn't.  The techs at Microsoft were unable to give a reason for this.

Troubleshooting server-based authentication

Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint on-premises

Comments

  1. Mace IT ServicesAugust 25, 2021 at 1:15 AM

    It's really a great and helpful bit of data that you have shared here. I'm glad that you just imparted this accommodating data to us. Kindly share these types knowledge with us.microsoft 365 audio conferencing pricing

    ReplyDelete
  2. M.yahyaDecember 6, 2021 at 3:08 PM


    Get reliable, affordable and flexible Off-Site Cloud Connect veeam backup and replication at Sora Solutions Services. Reach out today for the best service and the best price. +41432338888

    ReplyDelete
  3. M.yahyaDecember 12, 2021 at 2:42 PM

    Are you looking for guidance on finding the Best Gift For 6 Years Old Girl? Look no further as we're here to help. This post will walk you through finding the best gift for 6 years old girl so that you can give it to her and put a big smile on her face.

    ReplyDelete
  4. M.yahyaJanuary 14, 2022 at 2:10 PM

    Very interesting post. This is my first-time visit here. I found so much interesting stuff in your blog especially its discussion. Thanks for the post!
    buy gmail pva accounts

    ReplyDelete
  5. Laura BushMarch 5, 2022 at 4:35 AM

    This information is so useful and informative which you have shared here. It is beneficial for beginners to develop their knowledge. It is very gainful information. Thanks for sharing Crowdstrike Competitors and Alternatives.

    ReplyDelete
  6. Agriculture MachineryApril 14, 2022 at 2:09 AM

    Nice Information, You provided valuable data for us. I am thankful to you for providing this kind of information.

    ReplyDelete
  7. TyMay 21, 2022 at 10:06 AM

    The techs weren't sure either?

    ReplyDelete
  8. Gaurav VashishtJanuary 23, 2024 at 1:30 AM

    Nice Information Also Visit Meri Kheti For Other Information

    ReplyDelete

Post a Comment

Popular posts from this blog

Add User As Local Administrator On Domain Controller

I recently was settting up a new Microsoft SharePoint 2010 machine and had promoted the machine to a domain controller before creating my SharePoint admin accounts.  I needed to add several of my accounts to the local Administrators group.  Unfortunately after you promote a server to a domain controller you can no longer access the GUI for Local Users and Groups.  Instead I had to use the command line to add the users. Open a command promt using the "Run as administrator" function and then run the following command. net localgroup Administrators /add {domain}\{user} Note: do not include the {} brackets.
Read more

Calling Dataverse Web API in PowerShell using Client Credentials

Image
Connecting to Dataverse using PowerShell can be very helpful for data migrations and use within Azure DevOps. Connecting to an instance in a non-interactive way can be tricky though. This article will provide you the links you need for creation and App registration and adding the app user to your environment. You can then utilize the script provided to call Web API requests including ones you define using the new Custom API functionality now available. The script was written so that it is not dependent on any outside libraries such as the Microsoft.Xrm.Tooling connector. This is helpful in situation where involving an outside library will slow down your deployment time by having to be approved in a change control board. If utilizing an outside code library is not a concern you can create a connection to Dataverse utilizing the Microsoft.Xrm.Tooling connector Get-CrmConnection cmdlet. Create App Registration The first thing to do is create an App Registration within Azure AD for ...
Read more

Windows Server 2008R2 VMs Shut Down After 1 to 2 Hours

Image
When created a lab environment to test ADFS 2.0 I utilized the Windows 2008R2 VM baselines distributed by Microsoft.  After a few days I was told that I had to activate.  The VMs included a 180 day license for use but I didn't feel like adding another network adapter into Hyper-V to connect them to the internet.  I started having issues though where the servers would shut down every hour or so.  I though that maybe there was a memory issue and Hyper-V was shutting them down in order to free up RAM.  Turns out that if Server 2008R2 is not activated it automatically shuts down after a period of time.  After connecting the server to the internet and activating them the problem went away. Finally the madness of the unknown shut downs has ended :)
Read more