Prerequisites

3rd party hardware devices and cloud services are required order to utilize the full cross-functional capabilities of IoT Nexus™. These include; 

  • Dynamics 365 Subscription
    • Dynamics 365 Sales Application
    • Dynamics 365 Customer Service Application
  • Azure Subscription
    • Service Bus Notification Hub
  • PayPal Account 
    • Classic API Account Details
    • Payflow API Account Details
  • Twilio Account 
    • API Account Details
  • Kontakt.io Account & Devices
    • API Account Details
    • API Account Linked Purchased Bluetooth Beacon Devices
  • Yammer Enterprise Account 
    • Registered Application Client API Account Details
  • DotOrigin Device
    • DTAG100-PRO BLE + NFC Device
  • Advanced Card Systems Device(s)
    • ACR122T USB Token NFC Reader/Writer
    • ACR122U USB NFC Reader/Writer
    • ACR1251U USB NFC Reader/Writer II
  • Windows 10 Home/Professional
    • Personal Computer, Tablet, Surface Hub or Mobile Phone device
  • NFC Tags
    • Mifare Classic Mini
    • Mifare Ultralight
    • DESFire
    • NTAG203
    • Kovio
    • Topaz

Within the Dynamics environment there are a couple of items to take note of:

  • Licensing - IoT Nexus™ CRM Administrators and Services Account need to be assigned with read/write CRM Cal Licensing.
  • File Limitations – The file upload size limit is configurable in CRM (default value is 5 mb). Service Account Users get an error if they try to attach file larger than the configured value.
    • If the attachment being uploaded by the IoT Nexus™ mobile application are larger than the configured value, Dynamics prevents the file from attaching to the parent (or mapped) entity.

 

Obtaining the Package

To obtain the current IoT Nexus™ for MS Dynamics package, please contact us at sales@iotnexus.io. Our sales team will be able to get you the installation binaries, and provide any assistance needed if questions should pop up.

 

Installing the package

Log in to your Dynamics 365 environment as an Administrator

  • Navigate to Main > Settings > Solutions

The All Solutions page loads:

  • Click the Import icon

The Select Solution Package page loads:

  • Browse to the IoTNexus_1_1_184_0_managed.zip file that you downloaded
  • Click Next

The Solution Information page loads:

  • Click Next

The Import Options page loads:

  • Ensure that the Enable any SDK message processing steps… option is checked
  • Click Import

The Importing Solution page loads and imports the package. 

This process may take a few minutes. Once the process is completed, you should receive a import completion message. Disregard any warning messages related to workflow template activations.

  • Click Close

 

Verify Legacy Form Rendering is Enabled

It is necessary to enable legacy form rendering to use IoT Nexus™. To do this:

  • Navigate to Main > Settings > Administration
  • Click System Settings

The System Settings page loads.
  • Ensure that the Use legacy form rendering setting is set to Yes
  • Click OK

 

Assign IoT Nexus™ rights to Service Account User by Security Roles

Stakeholder access to Dynamics is performed under the context of a service account. The chosen Dynamics 365 user accounts needs to have their security role configured in the Dynamics environment.

The security roles are:

  • IoT Nexus Service Account – This role includes privileges such as adjusting Global Settings, Data Migration and solution specific entities and allows context secured access to IoT Nexus core and experience associated record data throughout the mobile application.

To configure the security roles:

  • Navigate to Main > Settings > Security

This opens the Security page

  • Select Users

The Enabled Users page loads

  • Select the service account used in the Dynamics Installation portion of the guide.
  • Click Manage Roles

The Manage User Roles page loads

  • Check IoT Nexus Service Account
  • Click OK