Microsoft Dynamics

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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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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.
0
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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
0
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
0
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
0
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
0
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
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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
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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
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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
0
Hello, does anyone has an simple way do a data migration from on premise dynamics crm to dynamic crm 365.
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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
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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
0
1
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.
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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.


            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());

Open in new window

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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?
0
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?
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Hello:

A Microsoft Dynamics GP 2015 R2 client of mine is having an intermittent issue where strange characters appear, upon typing.

UAC is disabled.  Also, the issue is happening for more than one user.  The users are reporting that specifically "double boxes" are appearing, upon typing.

Again, the issue is intermittent.  Any ideas?

Thank you!

John
0
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II
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I have this set of code that I want to fire when the user clicks 'Transfer' under the 'Actions' Button on the sales transaction entry screen. The problem right now is that this code fires the moment the user opens the screen. How do I get it to fire only when the user clicks the 'Transfer'  under the 'Actions' button?
---------------------------------------------------------------------------------------
 /* Register a click event for the Actions->Transfer click */
            try
            {
                sopEntryForm.SopEntry.ActionButton.Change += new EventHandler(ActionButton_Change);                
            }
            catch (Exception ex)
            {
                string eMsg = "004: ERROR: " + ex.Message;
                if (stackTraceWanted) eMsg += "\n" + ex.StackTrace;
                MessageBox.Show(eMsg);
            }
----------------------------------------------------------------------------------------------------------------
        /* Method to handle Action Button change event */
        private void ActionButton_Change(object sender, EventArgs e)
        {
            switch (sopEntryForm.SopEntry.ActionButton.Value)
            {
                case 0: MessageBox.Show("I clicked Transfer");
                    break;
                case 1:
                    MessageBox.Show("I clicked something else");
                    break;
                default:
                    MessageBox.Show("I think, therefore I am!…
0
Hello:

We are on GP 2013 R2 (12.00.1920), in an RDS (i.e. "Terminal Server") environment.  So, the end users never access GP through fat clients.

The GP Distributed Process Server (DPS) is saving files for the end users but only to its own box.  For example, an A/P person printed two reports to "File", upon posting checks.

Instead of prompting her for the location of these reports, however, it prompted "me".  (I was logged on to the box of the DPS, so that I could review GP's Process Monitor window.)

How can the DPS be configured in such an environment to allow the users to save the files themselves?  Without this ability, the DPS would need to be constantly monitored on its box, in order for the users to have their files saved and for GP to continue posting and other processes.

Thank you!

John
0
I noticed that I'm not able to see my excel reports in Dynamics GP web client 2016R2 but I'm able to see them in the fat client.  my question is:  is there a limitation to the web client?  or is this normal for me not to be able to see these reports in the web client?

is it simply that I'm missing something?.

see pictures attached.

Thank you,
pic1.PNG
pic2.PNG
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Good afternoon,

I am taking care of an onsite installation of microsoft dynamics crm 2011.

I did not set this installation up and I am having trouble tracking down a report or data export that is supposed to run every 5 minutes.

I am not able to track down how this file is generated. I have looked through the reports, system jobs, and processes, scheduled tasks etc.

I find a report that looks like it may be similar to what I am looking for, but when I try to edit the schedule it does not already settings for a schedule.

This file generation monitors changes to contacts in the CRM and adds entries to a Csv file every 5 minutes.

The file hasn't been updated in 24 hours so something is whacky.

Looking for some help on how to track down how this file is being generated.

Thank you.
0
Hi

I did a no-no which was to update the QuoteBase table with a SQL update query to try and correct 1406 empty status codes (I know this is not supported)  To be safe, I selected one quote to update but it appears to have corrupted that record.  So I stopped there and there are still 1405 quotes that work fine and need to be updated.

My CRM colleague tried a workflow but could not get that to work either.  Is this best done using C# and .NET or another method?

Just looking to be pointed in the correct direction.

Thanks
0
Dear Experts

we are using SugarCRM , our online marketing agency are recommending to create the additional fields in lead module like utm source, utm campaign, utm medium,  we have source drop down in the leads module, can you please suggest why these utm fields are required and how it is useful, thanks in advance
0

Microsoft Dynamics

4K

Solutions

7

Articles & Videos

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-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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