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Microsoft Dynamics
4K
Solutions
3K
Contributors
Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planni
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Hi,
I have received a requirement lately from the business asking to be able to bulk edit and assign records from a custom entity in one step/form. I discovered the bulk edit which is partly what we are trying to accomplish but it has some restrictions. In bulk edit, we are not allowed to change the records assignment to another user - as this is a business required field and I cannot change that. Also, the fields that we want to modify are spread out across the form. A dialog will only work for one record at a time and won't let me assign the file and a workflow will not gather user input so it is useless.
Is there a simple and better way of accomplishing this?
Please let me know.
Thanks!
I have received a requirement lately from the business asking to be able to bulk edit and assign records from a custom entity in one step/form. I discovered the bulk edit which is partly what we are trying to accomplish but it has some restrictions. In bulk edit, we are not allowed to change the records assignment to another user - as this is a business required field and I cannot change that. Also, the fields that we want to modify are spread out across the form. A dialog will only work for one record at a time and won't let me assign the file and a workflow will not gather user input so it is useless.
Is there a simple and better way of accomplishing this?
Please let me know.
Thanks!
6 Comments
We have someone to put xml files by uploading using web resource
And now I want to know where it is in the file system. Is it possible to find it?
And now I want to know where it is in the file system. Is it possible to find it?
Hello:
A Microsoft Dynamics GP 2016 R2 customer has noted that running the default Sales Line Items SmartList is freezing GP for users to the point where GP is virtually suspended from use.
It is true that this tends to be one of the "heavier" SmartLists, considering the volume of sales and line items.
But, is there a way of speeding up the display of SmartList?
Thanks!
John
A Microsoft Dynamics GP 2016 R2 customer has noted that running the default Sales Line Items SmartList is freezing GP for users to the point where GP is virtually suspended from use.
It is true that this tends to be one of the "heavier" SmartLists, considering the volume of sales and line items.
But, is there a way of speeding up the display of SmartList?
Thanks!
John
Hello:
A customer of mine recently upgraded to Microsoft Dynamics GP 2016 R2. Â Now, their customer statements that are e-mailed automatically either e-mail in the ugly text format instead of PDF or do not e-mail at all.
What is the remedy for this?
Thank you!
John
A customer of mine recently upgraded to Microsoft Dynamics GP 2016 R2. Â Now, their customer statements that are e-mailed automatically either e-mail in the ugly text format instead of PDF or do not e-mail at all.
What is the remedy for this?
Thank you!
John
Unexpected error when running Reports in CRM 2016 (on premise)
invalid user authorization .
invalid user authorization .
I get the following error when trying to access a sub account from an account in CRM (no customization)
Running dynamics 365 8.2.0001.0176 (latest release)
Anyone have any idea on this one
Error Description:
An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Error Details:
Exception of type 'System.Web.HttpUnhandledE
Full Stack:
[NullReferenceException: Object reference not set to an instance of an object.]
at Microsoft.Crm.Application.
at Microsoft.Crm.Application.
at Microsoft.Crm.Application.
at System.Web.UI.Control.PreR
at System.Web.UI.Page.Process
[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledE
at System.Web.UI.Page.HandleE
at System.Web.UI.Page.Process
at System.Web.UI.Page.Process
at System.Web.UI.Page.Process
at …
Running dynamics 365 8.2.0001.0176 (latest release)
Anyone have any idea on this one
Error Description:
An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Error Details:
Exception of type 'System.Web.HttpUnhandledE
Full Stack:
[NullReferenceException: Object reference not set to an instance of an object.]
at Microsoft.Crm.Application.
at Microsoft.Crm.Application.
at Microsoft.Crm.Application.
at System.Web.UI.Control.PreR
at System.Web.UI.Page.Process
[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledE
at System.Web.UI.Page.HandleE
at System.Web.UI.Page.Process
at System.Web.UI.Page.Process
at System.Web.UI.Page.Process
at …
Hey all, we are hiring for a GP/DBA role and while I feel comfortable interviewing candidates for the DBA portion, I am pretty newbish when it comes to GP, I was wondering for the experts out there if maybe I could be provided with 5-10 questions that someone interviewing for a GP position might be asked? I know its an odd request but it would be a tremendous help.
Hi experts
I will be going for a crm dynamics nav interview (administrator) can someone please give me the most Common question they ask.
I will be administrating it only
Thanks for your help in advance
I will be going for a crm dynamics nav interview (administrator) can someone please give me the most Common question they ask.
I will be administrating it only
Thanks for your help in advance
Hi,
Is there a simple way to expose the Accounts from our CRM Online on our SharePoint Online? I would like to be able to add custom columns on Libraries where I can select the Account from a drop-down list.
I would expect this to be pretty simple and straightforward but Microsoft does surprise us negatively quite regularly.
Is there a simple way to expose the Accounts from our CRM Online on our SharePoint Online? I would like to be able to add custom columns on Libraries where I can select the Account from a drop-down list.
I would expect this to be pretty simple and straightforward but Microsoft does surprise us negatively quite regularly.
Hello:
A Microsoft Dynamics GP 2013 R2 user was prompted to change his GP password, which he did.
Now, he cannot get into Management Reporter Designer. He gets a message saying that he cannot connect and he's asked if he wants to use a different server address.
What is the fix, for this?
Thank you!
John
A Microsoft Dynamics GP 2013 R2 user was prompted to change his GP password, which he did.
Now, he cannot get into Management Reporter Designer. He gets a message saying that he cannot connect and he's asked if he wants to use a different server address.
What is the fix, for this?
Thank you!
John
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Hello:
A Microsoft Dynamics GP 2015/Management Reporter 2012 CU15 with the Data Mart end user cannot access any of her companies in Management Reporter. When she tries to set one as default, she receives the following message: "Unable to connect to the 'company name' company. You don't have access to this company."
I have looked through all of the online documents on this error, but none of the remedies have worked.
What causes this, and what can we do to fix this?
Thank you!
John
A Microsoft Dynamics GP 2015/Management Reporter 2012 CU15 with the Data Mart end user cannot access any of her companies in Management Reporter. When she tries to set one as default, she receives the following message: "Unable to connect to the 'company name' company. You don't have access to this company."
I have looked through all of the online documents on this error, but none of the remedies have worked.
What causes this, and what can we do to fix this?
Thank you!
John
Hello:
I need to compose VB scripting for Microsoft Dynamics Integration Manager for GP 2015.
Specifically, I need to write a script that will pull all lines of detail into the Note field--not just one line of detail.
This is not the standard "CurrentField", "SourceField" scripting. I need scripting that will directly update the SY03900 table in SQL.
Any help would be much appreciated!
Thanks!
John
I need to compose VB scripting for Microsoft Dynamics Integration Manager for GP 2015.
Specifically, I need to write a script that will pull all lines of detail into the Note field--not just one line of detail.
This is not the standard "CurrentField", "SourceField" scripting. I need scripting that will directly update the SY03900 table in SQL.
Any help would be much appreciated!
Thanks!
John
Hello:
In Integration Manager for Microsoft Dynamics GP 2015, I created an integration for importing journal entries. The Reference is the unique key field.
One issue is that the Note field is not updating properly. For each Reference, I'm trying to import the detail records into the Note field.
Unfortunately, only one record is being imported into this field. Not all of the detail records are importing.
Is there not a way of importing detail records into the Note field?
Thanks!
John
In Integration Manager for Microsoft Dynamics GP 2015, I created an integration for importing journal entries. The Reference is the unique key field.
One issue is that the Note field is not updating properly. For each Reference, I'm trying to import the detail records into the Note field.
Unfortunately, only one record is being imported into this field. Not all of the detail records are importing.
Is there not a way of importing detail records into the Note field?
Thanks!
John
Hello:
I'm composing a simple journal entry import through Integration Manager. The source file does not have the offsetting account for the credit side of the journal entry.
The following is the VB script that I composed for the mapping of the Account Number for the credit side:
If SourceFields("GL Detail.Account String") = "" Then CurrentField = "230-00-00-00" else CurrentField = SourceFields("GL Detail.Account String") end if
In the mapping for the Credit Amount, I have "Use Default", so that the credit for the journal entry will simply pull in the total of the debits.
The above script compiles successfully. But, it is not working. The offset account for the credit of 230-00-00-00 is not being brought in.
How do I configure Integration Manager to accomplish pulling in 230-00-00-00 as the offsetting account for the default Credit Amount?
Thank you!
John
I'm composing a simple journal entry import through Integration Manager. The source file does not have the offsetting account for the credit side of the journal entry.
The following is the VB script that I composed for the mapping of the Account Number for the credit side:
If SourceFields("GL Detail.Account String") = "" Then CurrentField = "230-00-00-00" else CurrentField = SourceFields("GL Detail.Account String") end if
In the mapping for the Credit Amount, I have "Use Default", so that the credit for the journal entry will simply pull in the total of the debits.
The above script compiles successfully. But, it is not working. The offset account for the credit of 230-00-00-00 is not being brought in.
How do I configure Integration Manager to accomplish pulling in 230-00-00-00 as the offsetting account for the default Credit Amount?
Thank you!
John
Hi everybody
We have Dynamics AX 2012 R3 project which is delayed to delivering and will going live soonest. we are extremely eager to get started. The existing hardware list is as follows:
1- Hyper-V Host Configuration which is hosted the Application Object Server (AOS) Live environment Assigned Memory for the Virtual Server is 12GB no other VM machine on this host
HP Product name: ProLiant DL380p Gen8
Processor
Name: Intel(R) Xeon(R) CPU E5-2650 v2 @ 2.60GHz
Description: Intel64 Family 6 Model 62 Stepping 4
Speed: 2594 MHz
L2 Cache Size: 2048 KB
External clock: 100 MHz
The system has 2 processors
Memory
Total Memory: 32733MB
OS Name: Microsoft Windows Server 2012 Standard
2- Two Lenovo System X3650 M5 CPU 2 x E5-2680 V3 12Core 128GB ram (VMware ESXi host )
3- EMC VNXe1600 SAN Storage 1.2 10K disks SSD Raid 5 Backend storage network to SFP
4- Access to the AOS server will be with a client installed on local PC and there is need for Remote app
We have received the, the upgrade hardware recommendation from implementer that to have redundant SQL Server (Cluster) connected to external storage (size depends on estimation for data), SQL servers require 24 GB RAM each (32 preferred), AX Servers require 16 GB RAM each
I would like to hear others share their experience with possible best practice and recommendations around getting AX 2012 compilation time down to a bare minimum. cause I have to increase the memory and storage
We have Dynamics AX 2012 R3 project which is delayed to delivering and will going live soonest. we are extremely eager to get started. The existing hardware list is as follows:
1- Hyper-V Host Configuration which is hosted the Application Object Server (AOS) Live environment Assigned Memory for the Virtual Server is 12GB no other VM machine on this host
HP Product name: ProLiant DL380p Gen8
Processor
Name: Intel(R) Xeon(R) CPU E5-2650 v2 @ 2.60GHz
Description: Intel64 Family 6 Model 62 Stepping 4
Speed: 2594 MHz
L2 Cache Size: 2048 KB
External clock: 100 MHz
The system has 2 processors
Memory
Total Memory: 32733MB
OS Name: Microsoft Windows Server 2012 Standard
2- Two Lenovo System X3650 M5 CPU 2 x E5-2680 V3 12Core 128GB ram (VMware ESXi host )
3- EMC VNXe1600 SAN Storage 1.2 10K disks SSD Raid 5 Backend storage network to SFP
4- Access to the AOS server will be with a client installed on local PC and there is need for Remote app
We have received the, the upgrade hardware recommendation from implementer that to have redundant SQL Server (Cluster) connected to external storage (size depends on estimation for data), SQL servers require 24 GB RAM each (32 preferred), AX Servers require 16 GB RAM each
I would like to hear others share their experience with possible best practice and recommendations around getting AX 2012 compilation time down to a bare minimum. cause I have to increase the memory and storage
My company got a new ERP system with some customization done using
Microsoft Dynamics AX2012 R3
Although we are Microsoft Gold partners in Application Development
I'm New in that field
How could I have access password to chang Layer from USR to VAR?
does changing layer enable more customization of solution
Where can I read about this topic?
Thanks In Advance for kind reply
Microsoft Dynamics AX2012 R3
Although we are Microsoft Gold partners in Application Development
I'm New in that field
How could I have access password to chang Layer from USR to VAR?
does changing layer enable more customization of solution
Where can I read about this topic?
Thanks In Advance for kind reply
Try to find a way to call API on crm.
I need simple API call with just reading leads entity
I need simple codes example. Those msdn codes do not work to me.
I already installed sdk and have cloud account.
I can even send you the login and password and u can try to call.
Thanks
I need simple API call with just reading leads entity
I need simple codes example. Those msdn codes do not work to me.
I already installed sdk and have cloud account.
I can even send you the login and password and u can try to call.
Thanks
Hello, does anyone has an simple way do a data migration from on premise dynamics crm to dynamic crm 365.
Hello:
This controller has a Windows 7 laptop and went on an overseas business trip, last week.
Since returning to his office, one application on his laptop runs very slowly. And, the fan inside of his laptop runs pretty swiftly and is loud, when he tries to use the application.
None of his other applications "react" this way. Also, others at the company who use this application do not have this issue.
The application is installed locally on the laptops and workstations at the company. But, I even created a Remote Desktop version of the application using the RemoteApp Manager on one of the company's Terminal Server boxes. I did this, in hopes of speeding up his access to the application. Still, as compared to say my own laptop, that Remote Desktop version of the application runs very slowly on his laptop.
The application is Microsoft Dynamics Management Reporter.
In any case, what can be done to eliminate this issue that apparently started with his being at an overseas office last week?
Thank you!
John
This controller has a Windows 7 laptop and went on an overseas business trip, last week.
Since returning to his office, one application on his laptop runs very slowly. And, the fan inside of his laptop runs pretty swiftly and is loud, when he tries to use the application.
None of his other applications "react" this way. Also, others at the company who use this application do not have this issue.
The application is installed locally on the laptops and workstations at the company. But, I even created a Remote Desktop version of the application using the RemoteApp Manager on one of the company's Terminal Server boxes. I did this, in hopes of speeding up his access to the application. Still, as compared to say my own laptop, that Remote Desktop version of the application runs very slowly on his laptop.
The application is Microsoft Dynamics Management Reporter.
In any case, what can be done to eliminate this issue that apparently started with his being at an overseas office last week?
Thank you!
John
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I have dynamics crm 2016 or 365 cloud
N I want to consume web API and see how it works.
I already download sdk n create web project.
All I need is to read lead entity. I have tried many time to ask this question and never find answer with code that is working.
Please help
N I want to consume web API and see how it works.
I already download sdk n create web project.
All I need is to read lead entity. I have tried many time to ask this question and never find answer with code that is working.
Please help
Microsoft will open its first data centers in Africa, located in Johannesburg and Cape Town.
https://techcrunch.com/2017/05/18/microsoft-will-soon-open-its-first-two-data-centers-in-africa/
https://techcrunch.com/2017/05/18/microsoft-will-soon-open-its-first-two-data-centers-in-africa/
I'm looking for a customer information manager, very simple, you have the option add or view customers information
regular name , phone, email etc... I know the big CRM's have that option but im looking for only client's information very simple.
regular name , phone, email etc... I know the big CRM's have that option but im looking for only client's information very simple.
I have Dynamics CRM 365 Cloud and also asp.net web app project and try to add below codes in page load
and get this message: An error occurred when verifying security for the message.
I know the login/password is 100% correct. not sure What I am missing. All i want is to get the lead list.
and get this message: An error occurred when verifying security for the message.
I know the login/password is 100% correct. not sure What I am missing. All i want is to get the lead list.
CRMServ.OrganizationServiceClient client = new CRMServ.OrganizationServiceClient();
client.ClientCredentials.UserName.UserName = userID;
client.ClientCredentials.UserName.Password = password;
QueryByAttribute qe = new QueryByAttribute("lead");
Response.Write(ret.Entities[0].ToString());
Hi I have Dynamics CRM 365 cloud, and I want to hire someone to redesign the lead, account, form, and may add new fields in some entity.
Should I ask him to create new solution file?
Should I ask him to create new solution file?
Can anyone give me any indication if this is even possible?
Here is the breakdown..
There are two different domains..
Happy.com and Happiness.com
Both Happy and Happiness have the exact same user layout, all the usernames are first initial last name.. they are all the same users on both domains.. The CRM lives on Happiness.com and the DNS lives on Happy.com, The MSSQL DB is 2014 SP1 and is on the CRM server itself.
I would like to install a new server with the CRM Backed up DB to the New server, what will i need to change to be able to log into that system?
Again, all the usernames are the same, though the SID's are different, can you tell me where i would need to update the SID's?
Also is there anything i am over-looking that will need to be changed as well?
I have attempted this, as well as a domain trust, and it fails with different issues..
Mostly user authentication issues.. Although i have also seen licensing issues, DB permissions issues, authentication failures, installation errors, DB version issues, and all sorts of fun stuff.. All servers are Virtual, so i can replicate them to test..
Can i maybe just change the joined Domain of the Current CRM and update the DB?
If so where can i do that from?
Will i break the certificate in doing this?
Thoughts?
Here is the breakdown..
There are two different domains..
Happy.com and Happiness.com
Both Happy and Happiness have the exact same user layout, all the usernames are first initial last name.. they are all the same users on both domains.. The CRM lives on Happiness.com and the DNS lives on Happy.com, The MSSQL DB is 2014 SP1 and is on the CRM server itself.
I would like to install a new server with the CRM Backed up DB to the New server, what will i need to change to be able to log into that system?
Again, all the usernames are the same, though the SID's are different, can you tell me where i would need to update the SID's?
Also is there anything i am over-looking that will need to be changed as well?
I have attempted this, as well as a domain trust, and it fails with different issues..
Mostly user authentication issues.. Although i have also seen licensing issues, DB permissions issues, authentication failures, installation errors, DB version issues, and all sorts of fun stuff.. All servers are Virtual, so i can replicate them to test..
Can i maybe just change the joined Domain of the Current CRM and update the DB?
If so where can i do that from?
Will i break the certificate in doing this?
Thoughts?
Microsoft Dynamics
4K
Solutions
3K
Contributors
Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planni
Top Experts In
Microsoft Dynamics
