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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Dynamics 365 9.1, InsideView

I am trying to create a plugin to update D365 lookups for Country and State.   The source of the updates will be option-set values from Insideview.

I have the basic structure (using statements, IPlugin interface, plugin code) but looking for guidance or examples for updating the lookup guids from the option set values.

Thanks
0
HTML5 and CSS3 Fundamentals
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HTML5 and CSS3 Fundamentals

Build a website from the ground up by first learning the fundamentals of HTML5 and CSS3, the two popular programming languages used to present content online. HTML deals with fonts, colors, graphics, and hyperlinks, while CSS describes how HTML elements are to be displayed.

CRM 4.0 to D365 CE upgrade

We are trying to upgrade CRM 4.0 to D365 CE.  Part of the process is to establish the last login of CRM Users.  We have tried the query  below in the CRM 4.0 database but it is not returning the values we want.

select us.FullName, max(a.CreatedOn) as LastLoginDate from Audit a
inner join SystemUser us on a.ObjectId = us.SystemUserId
where
a.Operation = 4 and us.IsDisabled = 0
group by us.FullName

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0
Hi I Donno if you can do this or not but thought would ask.

I have a intranet connection that I want to put an excel file on and myself as administrator can add and delete data from it.

I have locations that can view the excel file but  I need it to be in read only and I also need some sort of button in the workbook  that a person can select a row and when click on paid they have to input their name and location and it disappear off the read only screens all over the locations but still be visible to the administrator until he deletes them himself.

Is this possible
0
Dynamics 365 Online 9.1

We have Parent Business Units that own multiple Sub Business Units.  The Sub Units own Connections that show accounts, contacts and opportunities.  The Parent BUs, however, cannot see the accounts, contacts and opportunities visible to the Sub Unit Connections.

What changes need to be done to this structure to allow Parent BUs to see the accounts, contacts and opportunities visible to their Sub Unit Connections?
0
CRM 4, CRM 2011 upgrade

We are doing a CRM 4.0 to CRM 2011 upgrade.  I have been asked if certain vulnerabilities are addressed in CRM 2011 (that were present in CRM 4.0)

Specifically, vulnerabilities are reported in the .ASPX files. It exposes version information from IIS, .ASP NET etc.

Thanks
0
CRM 2013 plugin issue

We are getting a Business Process error when entering information into a specific address field.  The error is below and it indicates a specific plugin.  I am trying to use the plugin profiler to debug the error but I am not getting a log file to download.

The error:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #FA546B2ADetail: 
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #FA546B2A</Message>
  <Timestamp>2019-05-15T16:14:48.6560033Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText>

[PluginProfiler.Plugins: PluginProfiler.Plugins.ProfilerPlugin]
[e4515f67-2977-e911-836c-005056aaeab8: CallMuleESB: Update of account (Profiler)]


</TraceText>
</OrganizationServiceFault>

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0
Dynamics 365 CRM Online, version 9.1

We have an online Production database that we want to clean up before using it to refresh our Dev and Training environments.  Because of the size of the Prod database, we need to take it to another location (our server, etc) to run the clean-up process.  Exactly how do we move the Prod database to another server to clean-up?

Thanks
0
Dynamics 365 CRM Online 9.1

We are looking for a 3rd party software for multi-currency exchange rates in D365 CRM.  We would like to use the monthly average of rates for various currencies including AUD, EUR, GBP, CAD and others.  Please recommend a software that integrates with D365 CRM that will provide this without programming.

Thank you
0
CRM 2011 upgrade

We are trying to upgrade a CRM 2011 system however the IT group will not allow us to use production data in dev to test the upgrade.  Does anyone have experience working with very confidental data that cant be shown to most users?  

I have worked on some projects where we wrote an encrypt/decrypt program to make the data anonymous during the upgrade and then it was decrypted afterwards when in the new system.

Any suggestions would be helpful.
0
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
0
Become a CompTIA Certified Healthcare IT Tech
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Become a CompTIA Certified Healthcare IT Tech

This course will help prep you to earn the CompTIA Healthcare IT Technician certification showing that you have the knowledge and skills needed to succeed in installing, managing, and troubleshooting IT systems in medical and clinical settings.

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.
0
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
0
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
0
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
0
Dynamics 365 9.1 Online

Is there a way to set these options Globally instead of having to do this for each individual?
Personal OptionsFind
0
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?
0
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
 
My Apps page
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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
0
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.
0
Why Diversity in Tech Matters
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Why Diversity in Tech Matters

Kesha Williams, certified professional and software developer, explores the imbalance of diversity in the world of technology -- especially when it comes to hiring women. She showcases ways she's making a difference through the Colors of STEM program.

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?
0
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?

webclient.jpg

Thank you,
Jeff
0
Dear Experts
At present we are using CRM application which is hosted on premise and it is mainly used for handling the support cases, automated email alerts and to store all the case related data, repair and maintenance data ( all data are imported  only , ie, operational users will not use instead all these to be imported  ) and tool is only used for reporting and analytics purpose only . Now that for other business process where the operational users will use in every stage  hence the need for technology solution in additional to above mainly on following business process and solution to be deployed on premises only.
1.       complete material movement tracking and capture the activities involved and automated email notifications and if the delay escalation rules .  
2.      Service, repair and maintenance  
3.      Warehouse/logistics management
4.      Inventory management
5.      Invoice management/HRMS/Vendor bills/salary # this is optional mainly 1 to 4 is important
We cannot go for cloud solutions the solution to hosted on premise.  Please suggest the ERP application that can be best suited for above should we have to evaluate Microsoft dynamics ERP AX , SAP  or any other where it to be used for operational and also for reporting and analytics . please suggest the best suited ERP or other solutions. Thanks in advance.
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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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1
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
0
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.
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.