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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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I am in the process of upgrading CRM 2011 to CRM 2016 and want to know the feasibility/issues encountered of splitting a full server environment into front-end/back-end servers

The common wisdom has been that this is very difficult and not worth the time.  I would like some up to date information on this, however, since I have not encountered a full-server installation during the last five years.

This is not a highly customized or really large installation.  There are managed solutions from PowerObjects and a limited number of Jscript web resources and plugins.

I would like some advice from someone that has done this process recently and what they encountered, positive or negative.

Thanks
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We are upgrading from CRM 2011 to CRM 2016 on a new set of VMs.  The plan is to do a migration upgrade from CRM 2011 to CRM 2013.  Once we are on the new VMs and CRM 2013 we will do in-place upgrades to CRM 2015 and CRM 2016.

My question is: what is the quickest and best way to upgrade in-place from CRM 2016 to Dynamics 365 for Sales?  I have read several online articles about going from CRM 2016 to Dynamics 365 but I am not sure what the best practice is and how to leverage the CRM 2016 server to do an in-place upgrade to Dynamics 365.
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Hi... for user with ms Dynamics gp10, are there  U.S. Payroll Tax Update still 2018, or is there a workaround?
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Our company have got new project for CRM dynamics and customer is asking to get involved in Hardware sizing. We are new to this topic, can anyone help me with some basic guidelines, templates etc. please?
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Hi

Is it ok to install Visual Studio Code alongside Visual Studio Professional 2017?
I am installing it in an attempt to use the Microsoft Dynamics 365 Financials SDK.

1
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We are seeing hundreds/thousands of log entries identical to the one below, between 5-7 a second

The computer attempted to validate the credentials for an account.

Authentication Package:      MICROSOFT_AUTHENTICATION_PACKAGE_V1_0
Logon Account:      (the crm admin user)
Source Workstation:      (crm server)
Error Code:      0x0e

it says below each time Audit Success.

If I shutdown the CRM email then the entries stop.

What would cause it to do that and is is normal? I had 610,000 events in the log before I cleared it. I clear it and the entries start piling up again. I rebooted the CRM server and it started backup and the entries started again.
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Hi

I am looking for a Microsoft Cloud accounting system for a small operation.
I need to be able to send data to the accounting system from an ASP.net web app.
Is this possible with Microsoft Dynamics?
If not is there a better option?
Thanks
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I have successfully integrated Microsoft Dynamics 365 with Office 365 and Outlook 2016 by following the steps in this URL.

Now I need to setup & use Dynamics 365 to query all emails within an Office 365 email account and extract the contact information contained in the email signature area (name, address, company name, phone numbers, website address, etc). This info is usually found in the user's signatures at the end of their emails (see the email signature examples below). I need all this info extracted and used to create & update individual Outlook contacts for each user.

Please provide me with instructions on how this can be done.

If any further information or explanations are needed please let me know.

Email signature information that needs to be extracted & used to create Outlook signatures:
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Hi,

When i insert the Record URL variable in CRM Send email WF currently the Netbios name appears. How do i change it to display the FQDN of the server.

Kindly help.

Gulf IT
0
How can I lookup the Dynamics 365 server address for Microsoft Dynamics 365 which has just been added to my Office 365 organization?

DYNAMICS-365-SERVER-ADDRESS
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Hi,

Can someone share me the step by step procedure to get CRM 2011 create a case automatically once the email is received.

Thanks
GF
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Hi,

Is it okay to install EX, SP and CRM on the same server or should I create separate VMs for each of them?
Can I integrate all these on a one domain?
Pros & Cons, Recommendations?

With kind regards,
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What is a good software program or Outlook add-on to query emails & record contact information in Outlook 2016 contacts?

I have tens of thousands of emails I need to record as Outlook 2016 contacts and am looking for the best way of doing this.
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We are working with Dynamics 365 CRM (on-premise) and using a custom front-end developed with ADX.  

My issue is that ADX allows a CRM quote or order to be shared with the same user more than once.  When this is done, we receive an error message: "Cannot insert duplicate key."  (It is my understanding that this is the default Dynamics error).

What I want to do is replace this with a more user-friendly message like: "This order has been already shared with that sales person".

I am looking for the best approach to transform the default error message to the user-friendly message.

Thank you
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Right now, we use asset management for tracking of client assets like you normally would- When it was purchased, lease, buy, basic information in our CRM, due to replace, etc.  While that has been working for us fine, the problem is some of our larger clients are wanting some help in the IT asset check out/in process for THEIR employees.  I can't give access to our existing system because they would be able to see other client information.  (I can lock it down so they don't have actual access, but it still exposes our client list).  

What I want is something that I can manage the assets for clients, give their HR department an account so they can do their own check in/out of phones, laptops, whatever, and cloud/internet based.   Anyone know of anything like that?  It woudl be nice to stay as part of CRM/ticketing, but not critical if separate.
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Hello:

In our Microsoft Dynamics GP 2013 SP2 environment, we created VBA code on an inquiry window.  We tested the code thoroughly beforehand, within a test environment, and the code had been working perfectly for weeks.

Then, about two weeks ago, a GP end user received VBA error messages on top of the fact that the code stopped working.

I had to copy the code from the Visual Basic Editor, remove the window from Visual Basic, re-add the window and its fields to Visual Basic, and paste the code into the Visual Basic Editor.  Afterward, the errors went away and the code worked again.

Why did these steps have to be taken?

By the way, I'm an Administrator on the Terminal Servers and the VBA code had stopped working for me as well as for the end users.

Thanks!

John
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I want to update ownerid in one of the lead in dynamics crm 2011
all google tells me about the codes below. but i do not know how to declare "SystemUser.EntityLogicalName".
I already ahve SDK reference in the website. please help if you know what to do.



// Create the Request Object and Set the Request Object's Properties  
AssignRequest assignowner = new AssignRequest {  
    Assignee = new EntityReference(SystemUser.EntityLogicalName, _otherUserId),  
        Target = new EntityReference(Account.EntityLogicalName, _accountId)  
};  
// Execute the Request  
orgService.execute(assignowner);   

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I'm running Microsoft Dynamics (GP2010) on Server 2008 R2 SP1 on a Citrix 7.13 farm. I updated the VDA's to 7.15 and now the Microsoft Dynamics will not launch i can uninstall the VDA software and the app works fine. this is error I get.

 Problem Event Name:      BEX
  Application Name:      Dynamics.exe
  Application Version:      11.0.349.0
  Application Timestamp:      4d9b8c91
  Fault Module Name:      StackHash_4c0d
  Fault Module Version:      0.0.0.0
  Fault Module Timestamp:      00000000
  Exception Offset:      772548fd
  Exception Code:      c0000005
  Exception Data:      00000008
  OS Version:      6.1.7601.2.1.0.18.10
  Locale ID:      1033
  Additional Information 1:      4c0d
  Additional Information 2:      4c0d4d78887f76d971d5d00f1f20a433
  Additional Information 3:      4c0d
  Additional Information 4:      4c0d4d78887f76d971d5d00f1f20a433

 I have spoke with Citrix and they want me to contact Microsoft, I am not sold on that answer.
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I am looking for an eConnect method that will add an Item Warehouse record,  I am currently doing this using GP Web Services call CreateItemWarehouse(), but we find this to be much slower than using eConnect.  Any help would be appreciated.

Thanks, Bob
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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
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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
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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
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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?
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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
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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 ?
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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.