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Microsoft Dynamics

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-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.

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Dynamics 365 CE, 9.1.0.299
Mobile applications

I am having a problem configuring Views just for mobile.  If I select the Custom Mobile App in Dynamics 365 (see below), deactivating a view affects all other areas in the sandbox.

Is there a way to change the view list just for mobile?


Dynamics 365
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PMI ACP® Project Management
LVL 12
PMI ACP® Project Management

Prepare for the PMI Agile Certified Practitioner (PMI-ACP)® exam, which formally recognizes your knowledge of agile principles and your skill with agile techniques.

I have seven years of GP data that I want to export to QBES.  Any suggestions?
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using Ms SQL azure and look for free tools to get the tables design and get up a complex diagram.

anyone good ones you suggest except Visio?
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Hi Guys,

we have an issue with installing Microsoft Dynamics 365 App from Microsoft store after hardening GPO. It gives an eventID 1001 with event Name  storeagentscanforupdatesfailure0

We need to install this app urgently. Can anyone assist in providing a solution to install the app using the offloading method?
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We are seeing a relatively large increase in RPC errors on a recent batch of new desktop PC's and related to our Dynamics 2009 system. The error message is always similar to the following and causes the Ax client to close;
"Object Server 03: RPC error: Client provided an invalid session ID 8"

We have tried updating the NIC driver on the PC's to no avail. All PC's are running Windows 10, and if not perhaps all at the exact same version there is a level of version consistency across new & older PC's (ie if the version were an issue we would expect to see the same issue across both, not just restricted to the last batch of PC's)

Does anyone have any insight as to why new hardware might be affected, and how this might be isolated/resolved?

The issue is highly intermittent (users may see 4 drops one day, none the next) and drops can be correlated with event ID 180 (eg "Object Server 03: RPC error: Client provided an invalid session ID 8) in the respective AOS application log.

Thanks in advance for your expert advice!
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Hi

Having an issue with where AX on RDS servers hangs oris just just sluggish.

AX Setup
Dynamics AX 2009 with SP1 Rollup 8.
One SQL server and one AOS server. Both with ample resources.

RDS servers:
Physical servers and both with 64GB RAM, CPU 2 sockets 16 Core.
Standalone, no HA or failover.
Standard setup where users have to login to access applications.
AX and all other applications is installed correctly.
There are two different RDS setups, the 2008 R2 server has relaxed security and the 2012 R2 is clamped down. Users on both complain that AX is slow.


2/3 of the users is located in branch offices. All of them access AX from a RDS server. 2008R2 and 2012 R2, depending on which company they belong to.
Most of them complain that AX is sluggish, lags behind, hangs and is generally just slow.

1/3 of the users is on the same locations as our AX servers, and accesses AX from their own computer.
They experience very little lag and performance is fine.
However, if they work from RDS server when they are home or other places, they complain that it's slow and lags.


I'm really not sure where to start looking, other applications is working fine on the RDS servers.
Bandwidth, server resources, all that looks fine and the more I research the issue the RDS servers seems to be the cause.
Any ideas on what typically could be the culprit or if there is a way to optimize AX client on a RDS server ?


Regards.
1
Visual Studio 2015, SSDT, Report Authoring, Windows 10

I am having a very difficult time getting my VS2015 installation to include SSDT and Reporting Authoring Extension (for Fetxchxml).  I have tried suggestions from the web, Stack Overflow and downloaded several versions of SSDT and Report Authoring Extensions.  I have uninstalled versions that didnt work, rebooted and tried again.

I am thinking that if I can get the versions from someone where all three components are working on Windows, I should be able to get this working.  I have had this working on other laptops, older versions of VS and other operating systems.

My environment is:
Dell Latitude i7 | 64-bit processor | x64 processor
Windows 10  | Version 1803  |Build 17134.167
Visual Studio Professional 2015  | Version 14.0.25431.01 Update 3

As for SSDT, not having a lot of problems installing this; it is where I try to install the Report Authoring Extensions that I encounter problems.  I am able to get the RAE wizard to run (to failure) using the advice from this link: http://meganvwalker.com/creating-fetch-xml-reports-using-visual-studio/

When the RAE install fails it tells me that SSDT is not installed; I have tried many versions of SSDT, SSDT-BI, BIDS and Report Authoring starting with the VS2015 versions (and earlier versions).

I am just spinning my wheels.

Thank you.
0
Dear expert

We are having problem with list component of CRM dynamic 365. Its a old product with no longer has support of MS, its a ActiveX frame based program that you add into the CRM sites, now we having two diffirent problems.
1. Chrome is not working to start the list component (That is because Chrome is not supporting ActiveX without a plugin), IE shows a frame error with red cross, however this works after you checked view content in compatibility view.
2. System is slow, very slow, its a 8GB Ram and 2 cores cpu powered.
We dont know how to debug CRM and check every lines and process with that is it that is causing those problems.
Any idea?
Thx
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We are in the process of migrating from Microsoft Dynamics Ax 2009 to Ax 2012. In our Ax 2009 environment we have 3 AOS's in a load balanced cluster.

AOS 2 & AOS3 are both configured in the server configuration utility to point to a share on AOS1 for application files. I believe this is to ensure that all AOS's use a common application to prevent issue due to version or synchronization.

I do not see this option in the Ax 2012 server config utility, or find details online. Is this no longer recommended/an option in 2012? Can anyone point to a reference detailing the change? Is the issue handed otherwise?

As I'm trying to build out the new environment I would appreciate your expert responses.
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Hi all, I have:
1 x CRM dynamics
1 x MAIL server exchange
1 x ERP sql based

We have a big problem about contact info of CUSTOMER and  SUPPLIER
Info are so divided:
1) Older info are on ERP
2) some info is in CRM
3) other important are in PUBLIC FOLDER of exchange
4) newer on OUTLOOK AUTOCOMPLETE list of sales department employees

About existing integration:
CRM read (not write) info about CUSTOMER and SUPPLIER in order to attach ticket and leads

We would merge these info, electing a MASTER DATABASE where all of us can point.
Which is the best approach? having info on ERP or CRM, and develope connector to EXCHANGE?
i know is a difficult project....

Sorry for my english, ask me for details
Really thanks!
M
0
Become a Microsoft Certified Solutions Expert
LVL 12
Become a Microsoft Certified Solutions Expert

This course teaches how to install and configure Windows Server 2012 R2.  It is the first step on your path to becoming a Microsoft Certified Solutions Expert (MCSE).

I use account and contact as a container to store like

insurance company
consumer name
contractor name

has account entity have any field to indicate what type of accounts it is? for example. on the web form I want to create a drop down with look up to insurance company only and I don't know how to do that ?
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we would like to learn more about the licensing and hope to save some money. during our initial design and we may have over 20 custom entities and we are afraid that we all have to pay 95.00 enterprise licenses.

we have 30 sale people and they only use the software for do daily operation and 2 IT guys
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We use Dynamics 365 online and have one question.

Assume all of the users are insurance broker. and each insurance broker has mulitple states of license (from CA to NY).
Where should the list of license store? I do not want to create custom entity because the license cost will go up.
and I also do not want to hard code state name as field like LicenseCA, LicenseTX. It is going to very hard to manage.
It will be the best to use one of entities that have 1 to M relationship to USER entity. But I do not know which ones should be used.
Please helps.
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Dynamics CRM API.

I was able to create LEAD using Dynamics CRM API. and it is great.
Now I also want to create CONTACT record after LEAD is created and create Parent to child relationship. E.g.

I have a web form and ask for father full name and I will add father full name into LEAD entity (1 records)
2nd step, I have a web form and ask for how many kids, if 2 then, two kid full name will be created into CONTACT entity (2 records)

On Dynamics, what Do i need to do to make LEAD/CONTACT has relationship inside of the database?
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how to use Excel sheet to upload to lead entity?
how to remove prefix when the custom field is created?
how to connect to the Ms SQL DB?
what is alternative of adx?
how to view the relationship of selcted entities on dynamics 365?
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We want to start working with econnect of dynamics gp wanted to know if any EE has any experience in this tool advice us how to start learning it.
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NEED HELP!  We have an email address of bshoward@contoso.com but all our emails resolve to contosoexc.us.  Thus we are trying to get autodiscover to work and have SSL certificate for all of contosoexc.us.  How do I set this up to work... trying to implement MS Dynamics CRM and it will not sync.  We have tried all the help options and also contacted a local exchange expert and no solution.  What do I need to do to get this working?  The impersonation is working for the account we setup, but this is a DNS or certificate error. Not sure...
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When printing from Dynamics Great Plains 2018 end users experience an issue when printing to a SAVIN MP 5055 copier when posting to financial ledgers.
The jobs seem to get stuck in the print queue and throw an unspecified "Error Printing - Restarting" error.

Other print job in Dynamics GP print without an issue. And printing to a different printer does not have this issue

Have tried multiple PCL6 and PCL5 drivers and modified the spooling settings for the printer to no avail.

Any suggestions out there?
0
In MS Dynamics how would I go about creating a user story table for agile / project development?
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HTML5 and CSS3 Fundamentals
LVL 12
HTML5 and CSS3 Fundamentals

Build a website from the ground up by first learning the fundamentals of HTML5 and CSS3, the two popular programming languages used to present content online. HTML deals with fonts, colors, graphics, and hyperlinks, while CSS describes how HTML elements are to be displayed.

Dynamics 365 Online 9.0.2, .

Is it true that since the Activity forms are shared we cannot create additional forms, what is the option to extend activity forms?  

We would like to  clean up shared Appointment and Phone Call forms.

Thanks
0
In Microsoft Dynamics 365 for Sales, can Contacts be added directly to Campaigns (not Quick Campaigns) without being added to Marketing Lists first?

From the Campaign screen, it seems I can only find Marketing Lists to be added.
0
I have Workstations here are Win 10 Pro and office 365 in which I use MS Sharepoint and MS Dynamics.

Often when using these I use google chrome as the browser and often I am asked to sign in with my office 365 account this may happen 5 times a day.  
One of the staff at site say if you want to open a word doc and don't want to get prompted by sign in just open a blank document before hand and it works.  
Is there a way to correct this.  I have tried to add an entry into the credential manager and turning off local firewall.  I do know it does work most of the time through MS Edge.
But most staff like chrome.

Cheers :)
0
I'm setting up a project on MS Dynamics CRM 9 online to make it easier than running and storing advanced searches and doing mail merges (then running a workflow).  

I need to periodically, automatically or triggered manually, run a bulk merge of letters that should be generated and attached to each entity record upon creation.  I'm stuck 1) creating letters and attaching them to the entity records 2) generating a bulk mail merge from those letters.  

I've got CRM templates ready to go so I believe I'm prepared to link everything together.

I'm a basic to moderate level user and I haven't done any development in CRM so I'm not sure where to go next.
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I am trying to use the code below to change the AutoNumber value in Settings.

(this code was obtained from:  https://community.dynamics.com/crm/b/hayersdynamicscrm/archive/2016/02/03/how-to-reset-auto-numbering-in-dynamics-crm-online)

According to the post, because the number is greyed-out, it can't be changed through UI.
But we can write a small console application to update it using SDK.

In my case, I want to update the  CurrentCaseNumber, but I need help developing a console application to do that.


 {"organizationid", "name", "currentkbnumber"})

    };

    EntityCollection orgs = service.RetrieveMultiple(qe);




    if (orgs != null && orgs.Entities.Count > 0)

    {

        var org = orgs[0];

        var organizationId = (Guid)org["organizationid"];




        // Creating a new Object to update. Set the  CurrentCaseNumber to your desired number

        OrganizationorganizationToUpdate = new Organization {  CurrentCaseNumber = 100000, Id = organizationId};

        service.Update(organizationToUpdate);

    }    
]

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I am using Visual Studio 2013 and trying to connect to a CRM Online organization to develop a fetchxml report.  I have tried the unique organization URL (https://unique_org_name.crm.dynamics.com) from Settings / Developer Resources and also the URL that opens the organization online.  

Both URLs fail at the login form and cant connect.  I get the error below:

Unable to connect to data source 'DataSource1'.The connection to server "https://org123456.crm.dynamics.com " could not be established. Make sure that the connection string and credentials are correct, and try again.

Please advise
0

Microsoft Dynamics

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-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.

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