We are running MS CRM 2016 on a single server utilising ADFS (installed on the CRM server) and Claims Based Authentication. We would like to add a second Company using a copy of the live database for testing purposes, using the concept within this link (not worried about the Resco side of things as we do not use it):

https://blog.resco.net/2017/05/24/how-to-create-a-copy-of-your-production-crm-database-for-testing-resco-mobile-crm/

Does anyone know if this will cause any issues with the ADFS or Claims Based Authentication or anything else?

Hello:

The journal entry created by Microsoft Dynamics GP Manufacturing for Standard Cost Revaluation is, indeed, pulling the correct Standard Cost Revaluation account and debiting and crediting it.

But, the journal entry is, also, pulling in another account.  Where would this account come from?  I have looked over the Manufacturing setup windows and am at a loss.

Thank you!

John

Hello:

We have several items for which we need to conduct Standard Cost Changes, within Microsoft Dynamics GP.

GP will not let us do so, however, since there are unposted Purchasing Invoices remaining for these items.

Has anyone found an alternative method, perhaps, of conducting changes to Standard Cost for inventory items that are within unposted Purchasing transactions?

Thanks!

John

Hi all,

I know next to nothing about Microsoft Dynamics CRM but we have a client that has this spread across 3 Windows servers and no longer have support for this but they've advised us that it's stopped working (getting the error "business management error - the user id associated with the current record is not valid) so i've checked all the IIS bits are running along with the services and want to go to the management console to check settings there but i can't seem to find any console or management tool/program at all ? Can someone tell me if there IS a management program (like management studio for SQL) where i can "manage" the CRM system ?
Hope this makes sense.
Thanks

We have a new installation of MS CRM 2011. All of the Rollup Patches have been applied to the installation. The built-in administrative account works fine. We added our first user. However, when we open us the user (a local Domain User), it shows a scaled-down interface. We cannot do anything with the use. We want it to be able to access a calendar, add Tasks & Appointments, etc. When we try to do anything with the user we get the error message "An error has occurred". "Try this action again ...". When we try to deactivate the user, the same message. We understand that we cannot delete the user. Since we cannot deactivate the use we're stuck in a catch 22 loop. We tried re-adding the user , but we get the message that the user already exists. How can we modify the user in question so that it is usable? Screen shots attached.
CRM-2011-1.jpg
CRM-2011-2.jpg
CRM-2011-3.jpg

On our collection of abstracts in our CRM system, there are multiple authors with their affiliation information listed and I need to condense them all into once box that would come in the following format:

Author 1, Author 2, Author 3 | Affiliation 1; Affiliation 2; Affiliation 3;

There is no set number of authors an abstract could have, so some could have just 2 authors, while others have 15.

I have tired to accomplish this with a CRM workflow and amending author 2-15's affiliation information but whenever I run the workflow, it only concatenates two of the fields.

If I can get it to work with a workflow, that would be better because I have very limited coding knowledge. Any help is appreciated.

Hi experts

I had to change the SSL and service communications certificate in an Dynamics CRM AD FS server. The old one was sha1 and I was told to change it to sha2. So i first changed the internal signing CA to issue SHA2 certificates. Then I created a new csr for the communications certificate, and issued it from the CA. I imported the new certificate in the personal and trusted root certification authorities on the server, and then added read permissions in the private key for the AD FS service account.

Then I binded the new certificate to the web site in IIS and selected it as the service communications certificate in the AD FS managment console.

I followed this steps

https://social.technet.microsoft.com/wiki/contents/articles/2554.ad-fs-how-to-replace-the-ssl-service-communications-token-signing-and-token-decrypting-certificates.aspx#Replacing_the_SSL_and_Service_Communications_certificate

and this (the server is 2012 R2)

https://technet.microsoft.com/en-us/library/dn781428.aspx

I didnt replaced the token sgining and token decrypting certificates.

After restarting the active directory federation services and iis management service, the new certificate wasnt displayed. So i then created new certificates for token signing and token decrypting using powershell. Followed the steps to update both certificates using powershell

Set-ADFSProperties -AutoCertificateRollover $TRUE
Update-AdfsCertificate -Urgent

In the AD FS console, in the …

I am new to Dynamics CRM and have some questions.

1. I have DEV and UAT CRM 2016.
2. I want back up UAT solution file
3. Then I want to import new solution file from DEV
4. At last, assume I want to convert UAT back to original. How do I put my back up solution back.

Thanks

in crm, we have user entity (system), and i create custom entity called insurance license type (e.g. type 1, and type 2)
then in crm, i make 1 to N (one to many) relationship, save and publish.

Then, I go to insurance license type and create a web form inside of crm. And try to get look up field from user entity (system) but it does not work. why ? and how to fix ?

In general, I just want to create web form called insurance license with one look up field called user full name, so i can save the full name, and type 1 or 2 inside of insurance license entity.

Or if you know what I did wrong, let me know.

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!

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?

Hello:

A customer of mine recently upgraded to Microsoft Dynamics GP 2016 R2.  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

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.HttpUnhandledException' was thrown.

Full Stack:

[NullReferenceException: Object reference not set to an instance of an object.]
   at Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.ConfigurePageHandler()

   at Microsoft.Crm.Application.Components.Utility.GenericEventProcessor.RaiseEvent(String eventName)

   at Microsoft.Crm.Application.Controls.PageManager.OnPreRender(EventArgs e)

   at System.Web.UI.Control.PreRenderRecursiveInternal()

   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.]
   at System.Web.UI.Page.HandleError(Exception e)

   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

   at System.Web.UI.Page.ProcessRequest()

   at …