Go Premium for a chance to win a PS4. Enter to Win

x

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.

Share tech news, updates, or what's on your mind.

Sign up to Post

I have lead form in Dynamics CRM. In javascript, how can I capture SAVE button event in CRM? The save button is on the top of the CRM. Basically, all i need is when someone click on save button, it will validate one field called 'firstname' and ensure it has value.

That's all.

Thanks
0
NEW Veeam Backup for Microsoft Office 365 1.5
LVL 1
NEW Veeam Backup for Microsoft Office 365 1.5

With Office 365, it’s your data and your responsibility to protect it. NEW Veeam Backup for Microsoft Office 365 eliminates the risk of losing access to your Office 365 data.

I recently joined ms action pack. and try to activate dynamics cloud.
I just only see some sort of licenses that with sale team or something. and that does not look like crm cloud.
have you anyone known what it is about? MS mentioned that is 5 licenses availability even you do not sell anything.

I just want to learn and see what I can have .... my goal is to get a copy of dynamics crm 365 on the cloud so I can do some demo to my clients.

Thanks
0
I have dynamics crm 2016 on premise and I want to extract the solution into dynamics crm 365 cloud. The cloud is brand new.

Is it possible? If yes how to get start it?

Thanks
0
Just got action pack from ms and have some questions

How to activate dynamics crm cloud?
How to activate the 100$ azure?

How to use on premise dynamics crm with current azure domain that already created?
0
I have an elderly, complex but normally very stable MS CRM 4.0 solution - a few days back duplicate detection rules stopped working. Any ideas what I could look for as potential cause/resolution?

I have done the following so far (not in this order):
  • unpublish/publish rule
  • restart CRM async service
  • recycle app pool
  • iisreset
  • reboot server
0
the 2011 DYNAMICS CRM Visor file featured at the top of many screens is now gone in version 2013? where is it now and how to I bring it back ?
0
Hello:

In the Employee Deduction Maintenance window of Microsoft Dynamics GP 2013 SP2, a garnishment shows as $0.00 remaining.  The garnishment amount, however, is still being deducted from the employee's paycheck.

Why is that?

Thanks!

John
0
Hello:

Below is my T-SQL query.  I have no results, to show, as this query is taking too long to run.

Can someone please review the syntax of my Recent Consumption and Average Consumption fields and tell me if I'm doing anything wrong there?

The following is the synopsis of what data these two fields are intended to display:

Recent Consumption -  Sum of all Inventory Adjustments for non 70- and Sales Invoices for 70- items for the past 3 months
Average Consumption - Sum of all Inventory Adjustments for non 70- and Sales Invoices for 70- for the past 12 months divided by 4
FYI – This all means items that are prefixed by the designation “70-“.

Even if the amount in each of these two fields is 0, data should be displaying showing all items at IV00102.LOCNCODE (i.e. all items located at site 70).

Thank you!

John

select IV00102.ITEMNMBR AS [Item Number], IV00101.ITEMDESC as [Item Description], IV00102.LOCNCODE as [Location Code], 
IV40201.BASEUOFM as [Base U of M], IV00102.QTYONHND as [QTY On Hand], IV00102.QTYONORD as [QTY On Order],
IV00102.QTYONHND - IV00102.ATYALLOC as [QTY Available],
CASE WHEN IV00102.REPLENISHMENTMETHOD = 0 THEN ''
WHEN IV00102.REPLENISHMENTMETHOD = 1 THEN 'Make'
WHEN IV00102.REPLENISHMENTMETHOD = 2 THEN 'Buy'
WHEN IV00102.REPLENISHMENTMETHOD = 3 THEN 'Make or Buy' 
END as [Replenishment Method], 
CASE WHEN IV00102.ORDERPOLICY = 1 THEN 'Not Planned'
WHEN IV00102.ORDERPOLICY = 2 THEN 'Lot for Lot'
WHEN 

Open in new window

1
Hi

I have created some simple custom fields and added them to my Account form. I wish to create a multi-selection dropdown field. Is this possible? I want to record the market segment that the accounts operate in and many of them operate in more than one segment. I have only been able to create a standard dropdown field so far - and I can only select one of the entries.

Thanks!
0
I have dynamics crm 2011 and I need to add new items into one of the existing option set?

How to code the calls in web services? Or wcf.

We have it on premise.

Thanks
0
Veeam Disaster Recovery in Microsoft Azure
LVL 1
Veeam Disaster Recovery in Microsoft Azure

Veeam PN for Microsoft Azure is a FREE solution designed to simplify and automate the setup of a DR site in Microsoft Azure using lightweight software-defined networking. It reduces the complexity of VPN deployments and is designed for businesses of ALL sizes.

We want to disable some standard components from Dynamics 365 for Sales including Leads, Quotes and Products.

How should we remove these buttons from the ribbon menu to stop users from accessing them?

Best Regards

Andrew
0
Hi,

Im trying to access CRM from our external domain via ADFS and am having some troubles.

we have an ADFS server in both internal and external domains, the CRM is hosted on the internal domain and is able to be accessed and authenticated over the internal ADFS using HTTPS://crm.internal.domain 

I have a relying party trust on the internal ADFS that works.

Both ADFS servers are federated and port 443 is open between them, im able to update the metadata from both sides.

On the external domain I have a host record for HTTPS://crm.external.domain which is a virtual IP for an F5 load balancer that points to the crm.internal IP address

Im not sure if having the F5 is causing the problem but we need to have the servers behind the vIP to hide their real ip.

Do i need another relying party trust on the external ADFS server for the internal CRM? should i be able to browse to the internal CRM metadata page from the external domain?

Thanks for any help :)
0
We have always linked CRM with Sharepoint. Currently we have a CRM 2013 version that uses an iframe link to display documents related to a contact or an account.

This is the jquery in the container.

function Form_ontab()
{
if ((Xrm.Page.ui.getFormType() == 2 || Xrm.Page.ui.getFormType() == 3 || Xrm.Page.ui.getFormType() == 4) && Xrm.Page.getAttribute("new_accountidentity").getValue() != null)
 {
      var Iframe = Xrm.Page.ui.controls.get("IFRAME_docs");
      var Url  = Iframe.getSrc();
Iframe.setSrc('http://CrmServer/ssp/admin/Accounts/Forms/AllItems.aspx?RootFolder=/ssp/admin/Accounts/' + Xrm.Page.getAttribute("new_accountidentity").getValue());
}
}

function Form_onload()
{
Xrm.Page.ui.tabs.get("Documents").setDisplayState('collapsed');
}


My question is - when we move to CRM 2016 with Sharepoint 2016 will we still use this method or is there an integration between the two systems that will map previous contacts/accounts with their relevant files.

If the above is the only way to keep the docs with the contacts/accounts, how do I enable the iframe to show in CRM. At the moment, i am getting this message.

This content cannot be displayed in a frame
To help protect the security of information you enter into this website, the publisher of this content does not allow it to be displayed in a frame.
 
I have enable the address in HTML Field Security in sharepoint and try to add in
<WebPartPages:AllowFraming runat="server" /> to the master …
0
We are on Microsoft CRM Dynamics 2013 ( 6.0.3.106) on-premise version and looking to upgrade to the latest stable version. Is there a migration tool available that will help us upgrade?
0
Hello:

A window was modified in Modifier in Microsoft Dynamics GP 2013 SP2 when it should not have been.  What's the best way to essentially remove the window from Modifier and, thus, reverse the modification?

Thank you.

John
0
Hello:

In Microsoft Dynamics GP 2013 SP2 Manufacturing, what table and field will give you the quantity issued?

Thanks!

John
0
Hello:

In GP 2013 SP2, without using Modifier, please let me know how to make the Item Maintenance Options window to be read-only.

Thank you!

John
0
Anyone aware of any connection or sync products that will connect to/communicate with Microsoft Great Plains Dynamics and eCommerice and shopping cart websites like woo-commerce, Abante cart, Presta Shop, open cart, magenta, etc. Is there some kind of standard protocol in place that I should be looking for in evaluating any potential solutions? The idea is to be able to either download any orders from a website to Great Plains or to have Great Plains via a connector/sync app to connect to the website and downlaod orders and requests for information.  Thank you.
0
Hello:

We have the GP 2013 SP2 Manufacturing suite of modules.  In Inventory Item Maintenance, we are trying to inactivate an item.

But, upon trying to do so, we receive an error message saying, "This item is part of an active assembly and cannot be marked inactive."

This item is, indeed, also a Manufacturing Bill of Materials.  So, in the Item Engineering Data window, we marked the Item Status as "Inactive".

Yet, we still receive this message.

So, how can me mark this item as "Inactive" in the Item Maintenance window?

Thank you!

John
0
Get free NFR key for Veeam Availability Suite 9.5
LVL 1
Get free NFR key for Veeam Availability Suite 9.5

Veeam is happy to provide a free NFR license (1 year, 2 sockets) to all certified IT Pros. The license allows for the non-production use of Veeam Availability Suite v9.5 in your home lab, without any feature limitations. It works for both VMware and Hyper-V environments

Dear Experts

I understand there are two approaches to handle the duplicate records when same prospect enters the CRM application
approach 1) append duplicate prospect data to a single record approach 2) create duplicate record and mark it status as "Repeated/Duplicated"

approach1) if we go for append duplicate prospect data to a single record would it be possible to have a marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads also would it be possible to understand prospect journey touch points through multi channel showing interest.
OR
approach2)same prospect entering through multiple channels setting duplicate records to “repeated” status would be the most straightforward to implement and link it with the original lead may provide the marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads and from which all campaigns and source.
if we go for approach two then the manual operation can be applied with the same treatment that is if the already existing prospect makes enquiry to the call centre then call centre user applies the same treatment that is copy/create the existing lead and mark the status as "Repeated" and attach it to the respective campaigns
Please suggest which approach in the above is  recommended and best practice , thanks in advance
0
Hello:

According to KnowledgeBase article 930346, you cannot change decimal placement for line items that are in a Cancelled status on Closed purchase orders.  You can only change decimal placement for line items that are in a Closed status.

But, you cannot change Cancelled line items to a Closed status on Closed purchase orders.

So, how can you change decimal placement for these Cancelled line items, with regard to this "Catch-22"?

Thanks!

John
0
i upgrade  from gp 2013 to gp 2015 and after i run deprecation of fixed asset and try to post it to GL it show up this error "There are no transactions matching these restrictions. Modify your restrictions and process the batch again." i hope you any one can help me with this
thanks
gp-error.png
0
Points of My Scenario:
1. I am troubleshooting CRM Dynamics website failure, which occurred after 3 un-installable Windows updates (KB4025337, KB4022722, and KB4034679).

2. Users get the following error when attempting to connect to website: "This page cannot be displayed. Turn on TLS1.0, TLS 1.1, and TLS 1.2 in Advanced settings and try connecting to <https://website> again"

3. TLS 1.0, TLS 1.1, and TLS 1.2 were all always checked (turned on) in the Advanced tab of the Internet Options dialog box.

4. In IIS (on a Windows Server 2008 R2 SP1 member server) the "Microsoft Dynamics CRM" website bindings include http (over port 'wxyz'), and https (over port 'efgh').

5. Surprisingly, the "Browse *:wxyz (http)" link works, WHILE the "Browse a.b.c.d:efgh (https)" link  fails with the generic error "Internet Explorer cannot display the webpage"

6. When the user tests the non-SSL version of the website, (s)he gets the error "Not Authorized. HTTP Error 401. The requested resource requires user authentication."

7. The https (SSL) and the http (regular, unsecure) links are identical - so, whereas the https (SSL) link complains about the absence of settings that are truly present, http complains that the user is not authorized.


QUESTION: What shall I do next to troubleshoot/resolve this failure of the CRM Dynamics website?

I am grateful for any help I can get. :-)
0
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?
0
I have msdn license on dynamics crm 2016
and want to find out the cost of hosting in azure
Or hosting using local vendor.

Of course, azure will be the best but not sure how to install dynamics and most important is the cost.

If anyone has been facing this and tell me more. I will be very appreciate

Thanks
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.

Top Experts In
Microsoft Dynamics
<
Monthly
>