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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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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Rowby Goren Makes an Impact on Screen and Online
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Rowby Goren Makes an Impact on Screen and Online

Learn about longtime user Rowby Goren and his great contributions to the site. We explore his method for posing questions that are likely to yield a solution, and take a look at how his career transformed from a Hollywood writer to a website entrepreneur.

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?
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I'm looking for a detailed project plan to migrate from a hybrid SharePoint environment (SharePoint 2010 and SharePoint Online) to Office 365 SharePoint.  Anyone have a project plan sample or template for this type of migration?
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In MS Dynamics how would I go about creating a user story table for agile / project development?
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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
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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.
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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 :)
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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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Bootstrap 4: Exploring New Features
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Bootstrap 4: Exploring New Features

Learn how to use and navigate the new features included in Bootstrap 4, the most popular HTML, CSS, and JavaScript framework for developing responsive, mobile-first websites.

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
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We are migrating an Onpremise D365 installation to CRM Online.  There is a report written in SSRS that needs to be converted to Fetchxml.  

The code is below, can someone point me to a resource to convert SQL to Fetchxml?  I have written Fetchxml from scratch but need assistance with the conversion.

<?xml version="1.0" encoding="utf-8"?><Report xmlns="http://schemas.microsoft.com/sqlserver/reporting/2008/01/reportdefinition" xmlns:rd="http://schemas.microsoft.com/SQLServer/reporting/reportdesigner"><Body><ReportItems><Rectangle Name="rectangle1"><ReportItems><Rectangle Name="rectangle4"><ReportItems><Textbox Name="txtFilterSummary"><CanGrow>true</CanGrow><KeepTogether>true</KeepTogether><Paragraphs><Paragraph><TextRuns><TextRun><Value>Filter Summary</Value><Style><FontFamily>tahoma</FontFamily><FontSize>12pt</FontSize><FontWeight>Bold</FontWeight><Color>#313336</Color></Style></TextRun></TextRuns><Style /></Paragraph></Paragraphs><Left>0.125in</Left><Height>0.25in</Height><Width>3.53125in</Width><Style><PaddingLeft>2pt</PaddingLeft><PaddingRight>2pt</PaddingRight><PaddingTop>2pt</PaddingTop><PaddingBottom>2pt</PaddingBottom></Style></Textbox><Textbox 

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Enterprise portal Error

Microsoft Dynamics AX 2009: Error executing code: No system global variables (C)\Classes\WebLink\menufunction

I am getting this error on Enterprise portal as No global variables though I didn't change any code in AOT.
The enterprise portal stopped working after server restart.
 

The complete error is as below,



An unexpected error has occurred.

Microsoft.SharePoint.WebPartPages.WebPartException: Dynamics Object Adapter Call failed. ---> Microsoft.Dynamics.Framework.BusinessConnector.Session.Exceptions.XppSessionException: Dynamics Object Adapter Call failed. ---> Microsoft.Dynamics.BusinessConnectorNet.XppException: Error executing code: No system global variables.

(C)\Classes\WebLink\menufunction

Error executing code: No system global variables.

(C)\Classes\WebLink\menufunction

at Microsoft.Dynamics.BusinessConnectorNet.AxaptaObject.Call(String methodName, Object[] paramList)
at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsObjectAdapter.Call(String methodName, Object param1)
--- End of inner exception stack trace ---
at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsSession.HandleException(String message, Exception exception, HandleExceptionCallback callback)
at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsObjectAdapter.Call(String methodName, Object param1)
at Microsoft.Dynamics.Framework.BusinessConnector.Proxy.WebLink.menufunction(WebMenuFunction mf)
at …
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CRM 2013
Windows 2012

We are upgrading to Dynamics 365 from CRM 2013.  I am trying to check the web resources using the CustomCodeValidationTool_For_CRM2015 tool.

The tool imports as a solution but does not open as expected when I click on the installed solution.

Any ideas why this is not working or if there are other tools to check CRM 2013 code?

Thanks
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Microsoft NAV codeunit fails to run when making an external web services call
“A call to System.Xml.XmlDocument.Load failed with this message: Root element is missing”
The web services URL is otherwise working returning XML response through any other means

Please guide through troubleshooting or provide with helpful advice what needs to be changed to make the code work

doc1.pdf
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SSRS report,  Running Value on the 3rd group down, can’t change this…the sorting is a must.  There’s two RunningValue columns, one by the first group (works) and one by the 3rd group , will work with only two groups.  How to create a running total on a change of a specific group when there’s more than 2 groups.


This is in Microsoft Dynamics CRM using  FetchXML so I cant use SQL or VB/C# code and have a single data set.
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I am having problems with Microsoft CRM crashing when my user does an activity. I am trying to capture her movements so that I can show Microsoft the issue. I found that inside the IE you can go into the F12 >> Network and track user movements. Would this work and would this be the most effective method?
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Hi, We have setup NAV 2016 for ADFS based on the below article

https://docs.microsoft.com/en-us/dynamics-nav/authenticating-users-with-active-directory-federation-service-2017

However when we try to sign in, after entering credentials, we keep getting the 401 error- invalid credentials.  When we disable and test the application login with the same user credentials, it works fine. We suspect that some setup is missing.

Seeking support on possible areas of troubleshooting.

Regards,

Ramprasad
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We run Microsoft Dynamics AX 2012. We have Remote Desktop Servers which users access, to access AX.

I'd like a PS script or bat file that I can run once a week, at midnight, to delete *.AUC and *.KTI files from all the users C:\users\%users%\appdata\local   folder on these RDS machines.

I've tried
for /D %D in ("C:\USERS\*") do del "%~fD\AppData\Local\*.auc"
for /D %D in ("C:\USERS\*") do del "%~fD\AppData\Local\*.kti"
pause

Which Errors out:
The following usage of the path operator in batch-parameter substitution is invalid: "%~fD\AppData\Local\*.auc"

Also tried:
del "%userprofile%\AppData\Local\*.auc"
del "%userprofile%\AppData\Local\*.kti"

But that only delete the files for the current user.
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Microsoft Azure 2017
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Microsoft Azure 2017

Azure has a changed a lot since it was originally introduce by adding new services and features. Do you know everything you need to about Azure? This course will teach you about the Azure App Service, monitoring and application insights, DevOps, and Team Services.

I'm using Power Query within Excel connected to Microsoft Dynamics 365 online with an OData connection.  For most of the data I am pulling it is working well, however I am stuck on a strange issue in which the preview in the Query Editor shows certain fields pulling through OK, but these don't then pull through when Closing and Loading.  In fact, the full-row preview in Query Editor also shows these as null, even though they are populated within the same instance of Query Editor in the 'horizontal row' preview (difficult to explain, I've attached a screenshot).
The fields in question are from the many-end of a one to many relationship with the initial source table, and I wondered if this was the issue.  But I have other examples in the same query of different one-to-many relationship data items pulling successfully through in the Close and Load.

Any help in understanding and overcoming this issue would be greatly appreciated, thanks
PowerQueryMissingData.JPG
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Microsoft Dynamics CRM on premise. We have an issue where the ADFS self signed cert has expired. We have tried to disabled Claims Based Authentication, restart IIS to auto rollover the cert. However, claims based authentication will not complete and an error with the federationmetadata.xml is shown.

If we choose a wildcard cert the wizard completes fine. The issue is the metadata is different so the Relying Party trust don't update

IIS is running on port 443 and ADFS/CRM port 444 using server 2012 R2.
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In Dynamics CRM 365 On Premises, running on Server 2016 with an SQL 2016 backend.

We use Autotask for our primary client database, but I have a utility that exports all contacts for importing into CRM. These contacts will often be changing, updating, etc - sometimes improper information gets automatically attributed to a contact object due to our email-to-ticket system.

I would like to be able to import an updated contact set into CRM periodically, and have the information in the updated contact list update the existing contacts in CRM rather than the existing duplicate detection settings where it merely discards the new contact information when a duplicate is detected. I also don't want to disable duplicate detection and manually merge the contacts, we have thousands.

The end goal is to be able to bulk update any changes to our contacts but be able to keep any existing marketing metadata for that contact object. If I simply delete all my contacts and reimport, I lose all that metadata - including unsubscribe, etc. We are only using CRM for email marketing.

In other words, if $existingcontact.emailaddress = $newcontact.emailaddress, merge the contacts using the fields from $newcontact. If $newcontact.emailaddress does not exist, create a new contact object as normal.

Is there a built in mechanism that I am not seeing to accomplish this, or is there a third party tool that will help me accomplish this in some way?
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Hi,

So I have a user that will print to PDF reports through Great Plains 2013.  They state that it will work for the first few times they do it.  Eventually, it will just hang and the way they've worked around it was going into Task Manager and killing the 'splwow64.exe' Process and restarting GP 2013.  We have Adobe Acrobat X Standard here.  Not sure what the issue is at this point.  We're going to try and reinstall Adobe and see if that helps.  Any other ideas would be greatly appreciated!
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We have upgraded CRM 2011 to Dynamics 365 8.2.2.112 On-Premise. Now users are reporting that they are unable to see their emails in D365 after set Regarding from Outlook.

Outlook says the email is set regarding an account but we can’t find it tracked in D365 (screenshot below).

Users have to save an email after doing Set Regarding (which was not required in CRM2011).
 
Is there a way to eliminate the need to save the email when using Set Regarding?

Thanks
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I just started to get into Dynamics 365 and O365. I did notice whenever I add a customer into Dynamics it will automatically sync with my Outlook 2016. (O365).

Is there any way to stop the sync with contacts?

Thanks in advance!
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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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