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 Online, CRM 2013 on prem, SQL Azure

We are upgrading a CRM 2013 system to D365 Online.  The 2013 system has several SQL Procs that currently write information to the CRM 2013 system.  I stood up an Azure environment and imported one SQL proc (and associated database) into Azure.  

I can now query the database associated with the SQL proc, run the sp commands, query the database.  It now functions like the SQL Proc and database that writes to CRM 2013

I am now not sure how to use the SQL Proc/database on Azure with Dynamics 365 Online.  

How do I replicate the process where the SQL proc writes data to CRM 2013  and then use this in D365?

Is this a job for Scribe or KingswaySoft?

Please advise.
0
C++ 11 Fundamentals
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C++ 11 Fundamentals

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Dynamics 365 Online

We are creating mobile forms for our company.  We are using the App Designer and most forms/views appear as required.  

However, Activities is showing a number of Advanced Find Views as selections in the View drop-down (see below)

The views with FRM in the beginning should not appear on the mobile app.

We have tried deactivating under Advanced Find saved views but no luck.


views
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Hello ,
Any suggestions on Microsoft Dynamics 365 Customer Engagement Certification?
I am .net developer and is interested in the above.
Any suggestions are appreciated.


Thanks
0
Hello,
Any suggestions on how to learn Microsoft Dynamics CRM  from scratch.
Regards
0
Hi,
I have been tasked with a project where we have 4 identically constructed databases with different customer data in each running on premises using MSSQL and Microsoft Dynamics 2016.  I need to export specific customer data from each of the 4 databases and import that data into a MySQL database that is hosted off site with our web site. This data will then be periodically uploaded to the website database either with triggers or at a timed interval.

As I have very little experience with this type of database project, I am seeking information on how this can be done and what basic steps are needed in order for this to work.  Any additional details would be appreciated.
Thank you!
Troy
0
CRM2011 - Problem with Option Set values not showing in the DB.

Basically, i insert a record to optionset and on crm 2011 - i see everything but when i query database. I do not see new record.
any one has idea how to fix it?

Please read below and you know the problem exactly.

https://community.dynamics.com/crm/f/117/t/226832
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CRM 2013, Dynamics 365 online

I am looking for a method to test plugins converted for D365 from CRM 2013.  With a Dev environment, how can this be done using Visual Studio and the PRT?

Ideas are: on Dev, if we register the plug-in assembly, ,register a plug-in step for an event and test its execution by doing whatever is shown in the code.  For example, step through the code as a plugin and test that it performs the actions in the CRM 2013.

Questions: can Visual Studio be used in Debug mode to step through the code and provide an adequate test?  Can the PRT be used to view the registered plugin and verify that the plugin ran as expected?

Thanks
0
Need to create a lead in dynamics from an email, and I need that lead to include information in the body.

Is it possible to setup a single email account, that dynamics pulls from, and then includes data from the body to create the lead?
0
We are attempting to enable the Foundation Identity feature in Windows 10 by way of a Powershell command, run as a startup script via Group Policy. The task is successful in general but is failing on one or two of a random selection of Win 10 PC's.

- The Powershell command itself works fine on the affected PC's
- GPRESULT on a sample PC confirms  the GPO is assigned
- other Group Policy tasks run as expected on the affected PC's
- the  Group Policy task works fine on other WIn10 PC's
- PC's have been restarted multiple times
- there is NOTHING in the Application/System event logs that yield any clues

It appears that there is some reason the GPO is failing on the affected PC's, at this point we are wondering if age could be a factor (of PC's, not testers.....)

I am looking for help in trying to narrow down the root cause. Your expert advice would be appreciated.

Thanks!
0
Dynamics 2013, Dynamics 365

I am investigating plugins in a CRM 2013 and need to identify what needs to be changed so they can be migrated to Dynamics 365 Online.  

I am aware they need to run in the Sandbox and if there is any code that accesses the CRM database, it should be replaced to pull and push data using the SDK-provided OrganizationService.

I have written plugins but have not converted any to D365 online.  Where is the best place to start: open the plugin in Visual Studio; use the plugin registration tool?

Thanks
0
Fundamentals of JavaScript
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Fundamentals of JavaScript

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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
0
I have seven years of GP data that I want to export to QBES.  Any suggestions?
0
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?
0
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?
0
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!
0
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
0
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.
0
OWASP: Threats Fundamentals
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OWASP: Threats Fundamentals

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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
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 ?
0
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
0
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.
0
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?
0
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?
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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