• Resolved asvigelj

    (@asvigelj)


    Dear Sir,

    I can’t seem to get any data from our MS dynamics system…
    Any shortcode I generate displays “no results”.
    Any ideas?

    Best regards, Alen.

    The page I need help with: [log in to see the link]

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author alexacrm

    (@alexacrm)

    @asvigelj

    1. what shortcode are you using? Can you show the relevant snippet of content?
    2. what roles do you have assigned to the app user used to connect?

    Thread Starter asvigelj

    (@asvigelj)

    @alexacrm thank you for your quick reply.

    Shortcode example:
    [msdyncrm_view entity=”contact” name=”Active Contacts Example WP” count=”10″]
    Shortcode generator is working and it gets new names if I add new view in the CRM.

    Roles for app user are: AIB Roles, Basic user

    There are a few contacts in the view Active Contacts Example WP with ID-s from W-CON-001 to W-CON-006.

    Hope to hear from you soon.

    Best regards, Alen.

    Plugin Author alexacrm

    (@alexacrm)

    Alen,

    I think these roles only allow to see user-owned contacts only. Try adding a role that allows to see all contacts on org level, something like Sales Manager.

    Plugin Author alexacrm

    (@alexacrm)

    Also note that shortcode has been deprecated and I would recommend changing code to
    [msdyncrm_twig]
    {% view entity=”contact” name=”Active Contacts Example WP” count=”10″ %}{% endview %}
    [/msdyncrm_twig]

    Thread Starter asvigelj

    (@asvigelj)

    @alexacrm

    You are correct. There were problems with permission settings in the MS dynamics.

    Thank you for support.

    BRG Alen.

Viewing 5 replies - 1 through 5 (of 5 total)
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