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

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?
0
Get expert help—faster!
LVL 12
Get expert help—faster!

Need expert help—fast? Use the Help Bell for personalized assistance getting answers to your important questions.

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!
0
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
0
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!
0
Hello,

Can you please confirm that deploying SQL server/Microsoft dynamics crm on Dell servers is supported or not? Another point is that if developments of SQL server/Microsoft dynamics crm are done on dell servers, can they be portable on HP servers later on ?

Regards,
Bishnu Gupta
0
I have a use that is trying to work from his Outlook 2016 and has the add-in for Dynamics 365 in his toolbar. When he clicks the icon it will always get stuck on the Authenticating portion and then error out.  

I found a reference online to follow but have yet to apply it because I need to know more about the issue. Is anyone else experiencing this issue?

Dynamics Error Link
0
I'm using MS Dynamics CRM 2011. I need to generate an Email Template for an Email Activity associated with a Case, using fields from the Case record. I can create a Case based Email Template easily enough in the Email Templates section of Settings, but when I try to apply it to an Email Activity generated from the Case, it only allows me vision for the Global and Account Email templates. How do I fix this?

It makes no sense that you'd be able to create a template and then not use in the record type that it's created against.
0
The “SubscriptionTrackingDeletedObject" table contains 118476311 records on Production CRM DB. Can we use SQL truncate command to delete this table data? Or Please share the method of procedure to clean up this table data.

As per my understanding, when records are deleted from CRM, there are also records that get inserted into this “SubscriptionTrackingDeletedObject” table. This table gives the Deletion Service Job ObjectIDs that have been removed so that further cleanup can be performed asynchronously using “CRM Deletion Service Job”. But currently “Deletion Service Job” is failing on Production with time-out warning message.
0
Hi,
I have created an application under Microsoft Azure. And when i try to do OAuth for my Dynamics 365 account which has the same login id it works.
I think even any user under the same organization will be able to do OAuth.
Then i created one more dynamics 365 trial account which has a different organization and then tried to do OAuth for the application.
It errored out. Here is the error i got :
dynamics-error.pngI want to create an application that anyone using dynamics 365 will be able to use.
Is it possible ? how do i make the OAuth work here. As the application is in different directory and the User doing OAuth is in different.

Please suggest.
Thanks
0
Upgrade: CRM 2011 to Dynamics 365

I am working on setting up server side sync for a Dynamics 365 server.  I have access to the email router settings from CRM 2011 so that I can use the Email Router migration tool.  

I am able to open the active mailboxes in Email Configuration but when I run Test and Apply nothing happens.  It does not show failures or success, just not run

I have also tried Approve but there are no Alerts

Any assistance would be appreciated.
0
Cloud Class® Course: Ruby Fundamentals
LVL 12
Cloud Class® Course: Ruby Fundamentals

This course will introduce you to Ruby, as well as teach you about classes, methods, variables, data structures, loops, enumerable methods, and finishing touches.

Dynamics AX2012 R3 - table WHSWORKLINE, the field ACTUALTIME, what is it a measure of, and what is the unit of time that is recorded in the field?
0
Hi, I'm looking for a way to create an appointment recurrence pattern string in Excel.  Ideally I would like to be able to present the user with an outlook-style appointment scheduling window, enable them to set the required recurrence, and then output the resultant recurrence pattern string to a cell on the selected row in excel.   I don't want to do anything further with it at that point (such as create Outlook appointments etc.) - I just want to get the string written out onto the selected excel row

I imagine there are different standards of recurrence patterns - this is ultimately for use in Microsoft Dynamics 365, and follows the form (in this example, for a monthly recurrence) :

var recurrenceSettingXml = "<root><pattern><period>monthly</period><option>every</option><months every='1'><day>1</day></months></pattern><range><start> AGREEMENTSTARTDATE </start><option>endBy</option><end> AGREEMENTENDDATE </end></range><datas/></root>"

Open in new window


I'm trying to do this as I'm trying to improve the process of scheduling service visits within the Field Service element of Dynamics 365.  I've got things to a point where we can load in the majority of our scheduler data, but the recurrence pattern is still to be done.  I've considered creating a user form with various recurrence options on it, and then coding the construction of the string based on my interpretation of the format, but before I go down this path I was hoping that either MS have made an appointment form …
0
Has On-Premise licensing changed for 365?
It was an honour system before as there was NO licensing manager.
Can you actually add licenses to the On-Premise 365 installation of again do you need to use Dynamics CRM within what you have on paper?
Microsoft being very bad and clarifying this with me... what a shock :)...

Many thanks in advance

R
0
Using c# code behind with sdk, how can I read eg

Lead column name & value in a for loop?
I basically want to loop all columns inside of lead table to get the column name and value

Thanks
0
We are noticing some really odd slow down when we use our ERP system ( hosted inside our networks) and syncing using Smart Connect with Dynamics 365. When a user enters information into our ERP system schedulers are run every 5 minutes through smart connect and ideally should update the Dynamics 365 pages at its slowest 5 minutes or so, but the updates at times are taking 10-30 minutes to populate back to the Dynamics 365 page.

Is there any software I can monitor the passes through and see at where process the times takes the longest. It could be how our smart connect is configured however there are too many variable right off the start.

Our ISP is 10mbs\10mbs. with a Sonicwall Firewall in between.
0
Dynamics 365 - we can login via instancename.crm5.dynamics.com  however, if we login to office 365 portal, then click on the dynamics icon, which takes us to home.dynamics.com we are presented with a screen that shows apps but does not show our CRM instances - for any user. Users have roles assigned and can access everything as normal via the full web address, instances dont have security group allocated so all users with licenses should be able to see the instance on this home screen. This appears to be the case for all users including admin.
0
Hi,
I am building an integration for Microsoft Dynamics 365 especially for Sales product in it.
The plan is the following -
Any user within a company who is using Microsoft dynamics 365  can install my application. My application i have registered on Azure portal.
After doing OAuth for a particular user i intend to send him data for example the number of leads created in last month etc..
For this i will use the dynamics 365 Web APIs.
My question is will any organization be able to use it ?
Does any application registered through microsoft Azure portal allowed to do OAuth for any dynamics 365.
And will Microsoft dynamics 365 CRM allow to use the web APIS to access its data.

As i see that there are many versions of Microsoft Dynamics 365.
I have doubt regarding this.
I have also heard about developer service account.. Where does that fit into here.. If i have to build such an application.
Thanks
0
In dynamics crm, I want to not allow any sale role to switch the lead owner id. How can I do that on crm?
0
I have one user of 35 that the Microsoft Dynamics CRM client for Outlook is disabled. It will not re-enable. (Outlook, Tools, Trust Center, Add-ins, COM add in) All other users are working find. If I have the user log onto a different computer (roaming profile) the problem follows her so it is not anything about the computer or installation, it is something in her profile.

Has any one experienced this and knows of a fix?

Can I just delete her Outlook profile and rebuild that, or do I have to delete her user profile and rebuild that?

Windows 7 Professional
Outlook 2007
CRM 2013

PLEASE no posts about upgrading.
0
Cloud Class® Course: Microsoft Windows 7 Basic
LVL 12
Cloud Class® Course: Microsoft Windows 7 Basic

This introductory course to Windows 7 environment will teach you about working with the Windows operating system. You will learn about basic functions including start menu; the desktop; managing files, folders, and libraries.

Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part IV
0
Microsoft Dynamics AX slow
People at our company use Remote Desktop to access their Dynamics AX clients.
The AX Clients connects to Dynamics Application Object Severs (AOS), which in turn talk to the AX Database server. Very normal setup.

Problem:
A user will open (for example)
'Company/Sales and marketing/Common/Sales orders/All sales orders'  
or  
'Company/Service/Common/Service call/All service calls'  
(each have several thousand records)
It could take a minute or more for the record page to open.
However, if the user uses a client directly on the AOS server. (RD to the AOS, use the client on the AOS)  The page opens in >5 seconds.

Sounds like the RDS machines are the problem. RD Servers are running great. CPUs are good, Memory good, disks good, network traffic good. What else???
Problem can be repeated with just one user on the system. (normally have 200 users connected)
0
Dears ,

all my users got error message while there try to using screen printing for all reports on AX , any help please .

('-884962888' is not a valid value for 'Interval'. 'Interval' must be greater than 0.)
0
Hi,
How do i just fetch the number of accounts created after a given date using the dynamics 365 web apis...
The normal way to do this would be https://directi123.crm8.dynamics.com/api/data/v9.0/accounts/?$filter=createdon gt 2017-04-01&$count=true
But the problem with this is it returns all the data. I only need the count.. And dont need any of the data...I can although restrict it to just one element by specifying $select...
Is there any way to use the filter element also and to just get the total count...

Thanks
0
Hi,
The microsoft application registration page shows only Microsoft Graph Permissions. But i want to fetch dynamics 365 leads data...
AS i understand microsoft Graph is for different purpose so does that means i cannot fetch leads data from dynamics 365 using microsoft application registration page ?
Here is the page i am talking about - https://apps.dev.microsoft.com/#/application

Thanks
0
Hi,
On Microsoft Application registration page. There are following platforms available :
Whats the difference between them. If I want to create an application that could fetch data from dynamics 365 which one should i use

Screen-Shot-2018-04-19-at-5.29.51-PM.png
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
>