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...

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?

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

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 :)

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);

    }    
]

Select all Open in new window

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

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 …

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

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?

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.

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

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?

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