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 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?
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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?
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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
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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!
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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
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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.
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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>"

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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 …
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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
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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
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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.
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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
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In dynamics crm, I want to not allow any sale role to switch the lead owner id. How can I do that on crm?
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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.
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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
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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
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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
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Hi,
Whats the difference between home.dynamics.com and organization.crm8.dynamics.com
I am able to log into both with the same id.
Also how to navigate from one to the other...

Thanks
0
Hi,
Whats the difference between Microsoft graph API and dynamics Web API.
Is graph some latest thing...
And does it have everything to fetch details for dynamics Web API.
Thanks
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Hi,
I need to get the following information using dynamics web API  -
Accounts:
Contacts:
Leads:   no. of leads created
Opportunities: no. of opportunities created
Appointments completed:
Cases completed:

Please suggest the web api for dynamcis to use and also the scope to use to fetch the accessToken
Thanks
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HI,
I am making the call organisationUri/api/data/v8.0/contacts GET request through postman -
Screen-Shot-2018-04-17-at-2.20.10-AM.pngScreen-Shot-2018-04-17-at-2.20.23-AM.pngGetting invalid auth token.
what could be the reason for that..
The authToken is not expired becasue i generated a fresh one.
Also i request authToken with the scope - Directory.Read.All Directory.AccessAsUser.All offline_access User.Read
could it be because of the scope that i am using .

Thanks
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Hi,
I am using OAuth for Microsoft dynamics CRM.
For some strange reason its not returning accesToken when i used a refreshToken to generate a new token.
Its only retruning refreshToken and idToken. What could be the reason for that ?

Here is the screen shot of postman request -
Screen-Shot-2018-04-15-at-8.03.14-PM.pngScreen-Shot-2018-04-15-at-8.03.32-PM.png
Is this a valid OaUth protocl response ??

Thanks
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We use the cloud office 365 and have developed some api call.
And have two questions

We are trying to assign lead owner with api call. And we know who will be assigned. How can I get the owner Id by filtering first and last name?

And on the cloud version, is it possible to view database ?
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Dynamics AX 2012: unable to override permissions at the field level.  When I change permissions on a specific field, it maintains the permissions level of the table itself.
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Dynamics 2016, SQL 2012

How do I restore the toggling between form types for an entity.  Our accountant was fooling around the quote form and now it no longer allows you to switch between the Information form and his Test Form.  It is locked when you create a new quote on the Quote-Rack form type.

We are in a testing stage and this is stopping from moving forward.  Screenshots below.  I want to restore the Quote form to toggle liked the Lead form shown below.


Quote: Form type locked

Quote: Form Type Locked
Lead: Form Type toggles
Lead: Form Type Toggles
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Hi,
I opened the trial version of Microsoft Dynamics CRM and the url is https://flock.crm8.dynamics.com
I couldnt find here how do i create a webhook on this page.
Also i want to create a webhook programmatically.. So that i just hit a url providing the webhook and related configuration and it gets created.
The reason i want to do is create my custom Application which will be plugged into a chat app. And so users of CRM can create there custom Webhooks from inside the chat app and messages like any new activity will get delivered into their chat pane.

Please help me in finding out how do i create a webhook programmatically through java code into the dynamics CRM.
On their docs page https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-webhooks#register-a-webhook
They mention Use the Plug-in Registration tool to register a webhook. To get the Plug-in registration tool, see Download tools from NuGet.
Which anyways i dont need as i need to configure it through code..
Also I couldnt find this tool on the trial CRM version.. Dont know if i have to add something for it..

Thanks
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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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