Microsoft Dynamics Help

Hello Experts
I was recently appointed as IT Manager at one of the companies.
This company is using microsoft CRM.
The former Director of Information Technology used traditional VPN technology from Internet service providers to connect all the company's branches around the country. Which cost the company a lot of money per month.
While this VPN is only used to run that program in these branches.
What I think if I can develop or modify this system to use cloud technology or any thing else To reduce costs and also to develop the company

11 Comments

Python 3 Fundamentals

LVL 13

This course will teach participants about installing and configuring Python, syntax, importing, statements, types, strings, booleans, files, lists, tuples, comprehensions, functions, and classes.

D365 Online 9.1, SSRS FetchXML

We are working on converting a report to FetchXML. We started with a new report and added a MSFetch datasource. However, when attempted to create a dataset from the datasource, we get the error:

Invalid URI: The Authority/Host could not be parsed.
----------------------------
The URL "https:\msddev1.crm.dynamics.com" that you specified is invalid. Specify a valid URL, and try again.

We added the organization unique name from Customizations :: Developer Resources but still get the error (i.e. https:\msddev1.crm.dynamics.com;msddev1)

Your help is appreciated.

12 Comments

Visual Studio 2012, Report Authoring Extensions

We have VS2012 and VS2015 installed locally with SSDT installed. We are trying to install the Microsoft Dynamics Report Authoring Extensions to enable Fetchxml as an option in the datasource type. Regardless of the version of the Report Authoring Extension download, we get an error when trying to add the Report Authoring extensions.

Need advice on which version of the report authoring extensions to install. We have reviewed the internet extensively for an answer to this problem.

Thanks

17 Comments

CRM 2016 8.1 upgrade to Dynamics 365 8.2.3.8

We have a CRM 2016 v8.1 server that we want to upgrade to D365 8.2.3.8 The system uses the email router and SRS server and this is an in-place upgrade on Production. We previously upgraded the CRM 2016 Test system but that doesn't user the Email Router (uses Server Side Sync).

To upgrade the 8.1. system fully to D365 8.2.3.8 including the email router and SRS server, are there any conditions or upgrade order that we should be aware of before starting the upgrade?

Thanks

4 Comments

Dynamics 365 9.1

We are trying to convert SSRS reports from SQL to FetchXML. When running the following SQL through the SQL2FetchXML converter, the site crashes. Note: the site works on other SQL code.

SELECT Cast(right(year(@StartDate),2) as Varchar(2)) +
  CASE
  WHEN Len(datepart(wk, @StartDate)) = 1 Then  '0' + Cast(datepart(wk, @StartDate) as varchar(2))
  ELSE Cast(datepart(wk, @StartDate) as varchar(2)) End WeekStart,
  Cast(right(year(@EndDate),2) as Varchar(2)) +
CASE
  WHEN Len(datepart(wk, @EndDate)) = 1 Then  '0' + Cast(datepart(wk, @EndDate) as varchar(2))
  ELSE Cast(datepart(wk, @EndDate) as varchar(2)) End WeekEnd

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Can you see any SQL syntax errors in the above code?

Thanks

12 Comments

Dynamics 365 9.1 Online

Is there a way to set these options Globally instead of having to do this for each individual?

6 Comments

In Microsoft Dynamics GP 2016, I want to automate the standard GP report; "Payables Aged Trial Balance - Detail" Is there a native method to do so?

1 Comment

LVL 1

Question by

apollo7

2019-02-27SolvedPrivate

My Apps does not show under Settings

Dynamics 365 9.1 Online

We are unable to get to our app landing page as shown below. My Apps does not show under Settings and using https://acme.crm.dynamics.com/tools/AppModuleContainer/applandingtilepage.aspx does not work either. I have tried going to Customizations and looked for Apps but we only have Model-Driven Apps.

What we are trying to do:
• Select the App which you want to update
• Select Manage Roles

Microsoft Dynamics

1 Comment

Current environment: CRM 2016, ver 8.1 on premise, SQL Server 2012

We are considering upgrading to D365 on premise version 9.0, we have also considered upgrading to D365 8.2.2

Are there any significant differences going to version 9.0 instead of version 8.2.2.

I have read the Windows 2016 is required for D365 v9.0, on prem. Are there any other requirements that we should be aware of?

Thanks

8 Comments

Dynamics 365 CE, ver. 9.0, Azure SQL, Azure AD

I am working on configuring the Data Export Service (according to the Scott Durow Video ). I am struggling with the last step of running Data Export from CRM settings and creating the Export Profile. I ran the powershell script successfully and received a Key Vault URL.

When I add this to the Create Export Profile wizard, I cant get the Data Export Profile to validate. I have tried F12 when I click Validate but the error does not seem to show what the problem is.

Thanks for your help.

4 Comments

Introduction to R

LVL 13

R is considered the predominant language for data scientist and statisticians. Learn how to use R for your own data science projects.

Dynamics 365 CE 9.0 Online, Azure SQL, Data Export Services

We are trying to replicate data from our D365 Online data to Azure SQL using Data Export Services. We are running into a problem with the following data:

Data Export Problems
*PULLING STRINGMAP
*OPTIONSET TABLE
*STATE CODE/STATUS CODE

We are not getting this data using DES.

Any suggestions?

5 Comments

I am trying to install the Microsoft DynamicsGP web client so that we can use a web browser to access DynamicsGP instead of the client/server application.

Everything appears to be installed correctly, but when I try and login to DynamicsGP it just hangs on the logo screen and never loads, (see attached JPG screen shot).

Has anyone else every had this issue? And do you have suggestions on what I can look for to fix this?

Thank you,
Jeff

3 Comments

Dynamics 365 8.2.3,

We are running Dynamics 365 8.2 and having an issue with editable grids. When using the editable grid, XRM.Page is not supported so code to summarize grid data and update a field on the parent form only works when the form is Refreshed, not when the value is edited “in-line”.

I can make this work, but I need to to capture the grid column value, when changed on the “onchange” event.

According to the documentation I have found, the code examples seem to utilize Dynamics 365. I’m not sure the Javascript we have supports the examples I have seeing online…specifically the “getFormContext”

Please review the code below and let me know what I need to change.

Thanks

function pvalue(context) { 
    alert("here");  //this works
 
    var estimatedvalue = context.getFormContext().data.entity  // this does not
    var val = estimatedvalue.attribute.getByName("ring_estimatedvolume");
    alert(val.getValue()); 
}

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4 Comments

Visual Studio 2015, SSRS

I am having a problem working on RDL files locally. I was sent some RDL file to review. When I use "Add Existing" to add the reports to a report project, I can see the report design when I right-click and select "View Designer"

However, when I select "View Code", I only see XML. What am I doing wrong?

Thanks

8 Comments

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.

15 Comments

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.

7 Comments

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

7 Comments

Question by

RIAS

2018-12-08SolvedPrivate

Microsoft Dynamics CRM

Hello,
Any suggestions on how to learn Microsoft Dynamics CRM from scratch.
Regards

7 Comments

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

4 Comments

CompTIA Security+

LVL 13

Learn the essential functions of CompTIA Security+, which establishes the core knowledge required of any cybersecurity role and leads professionals into intermediate-level cybersecurity jobs.

LVL 1

Question by

ITsolutionWizard

2018-12-06Solved

Dynamics CRM 2011

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

5 Comments

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

8 Comments

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!

7 Comments

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