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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What is the best way to transfer the Notes from an Active Quote to the new Draft when you Revise a Quote?

THis might sound like a silly question. But , Does anyone know of a way to tell of installed software, specifically, Antivirus like LANdesk, Symantec, Microsoft sefcurity essentials if SCCM has performed discovery on these assets but have not deployed config manager.
I need help with creating a CRM 2011 workflow that does the following:
For a set of users, for every email that gets tracked via Outlook (or created within Web application), automatically create a Note that will include the subject, sender, recipients, direction (sent or received). A Note needs to be created for each party in the email and, if they are contacts, for their Parent Account if one exists.
And, to add even more complexity, create a Note to the Regarding: entity
While picking dynamic fields is easy enough, I see the biggest challenge in creating an if else condition.
If a Contact has a Parent Account, create a note for the Contact and the Parent Company
Create a note for the Contact
Any help and suggestions will be greatly appreciated. Thanks in advance!
Once again, I've come up against a conundrum. My Managing Director doesn't want the Sales Team to be able to view Account records containing active customers (custom field Company Status).

Unfortunately, that's not easy to do. Disabling the Advanced Find button for those Users should be possible through editing the Main ribbon, though doing it for all entities will be a pain.

I can create the default views for Account to exclude Accounts with a Customer, then create and share personal Views including Customer Accounts with those who need them.

But if I can't find a way to stop a user creating a personal view of Accounts via the various methods of doing so, all that work is for nothing. Preventing them saving views is easy, a setting in the Security Roles, but stopping them creating one in the first place seems near impossible.

The alterative would I assume be a post-event triggered plug-in that filters any Responses to Account requests to strip out records with the Company Status set to Customer, based on User or Security Role, but how do I do that? Is the User GuID even included in a Request/Response for me to go interrogate the database about them?

Sorry if I seem helpless, but I'm still learning about plug-ins.
We have several workflows created for different purposes and they have been working fine with no problem. Suddenly, all the workflows are not triggering the desired results. They are not even triggering any results at all. Is there anything wrong with the system? No pop up to say there's error of some sort. What can I do to make the workflows work again? Thanks!
Hi All,

ms crm 2011 - Why javascript Code for clonning the entity form is giving error?

following url is getting executed, when the url is given internet explorer.


But when I am calling the following javascript function in the ribbon button of the Entity Form(Record), it is giving error.

if (typeof (HP) == "undefined") {
    HP = { __namespace: true };
    if (typeof (HP.Sample) == "undefined") {
        HP.Sample = { _namespace: true }
HP.Sample.CLONE = {
    cloneRecord: function () {
        var serverUrl;
        var errorMessage = "Context to retrieve the Server URL is not available.";
        if (typeof GetGlobalContext != "undefined") {
            serverUrl = GetGlobalContext().getServerUrl();
        else {
            if (typeof Xrm != "undefined") {
                serverUrl = Xrm.Page.context.getServerUrl();
            else {
        if (serverUrl.match(/\/$/)) {
            serverUrl = serverUrl.substring(0, serverUrl.length - 1);

        var features = "location=no,menubar=no,status=no,toolbar=no";
        var recordUrl = serverUrl + "/main.aspx?";
        var params = "etc=" + …

Another CRM problem, I'm afraid.

I'm redesigning the Contacts entity form to fit our processes better, and one of the things I need to do is show the Contract Lines for a Contract on the form rather than having to go into the related entities list.

I've used sub-grids before, and this is the logical place to use one, but when I try to insert a sub-grid, Contract Lines doesn't appear on the list of Data Sources, whether I set the Records field in the Data Source section to Only Related Records or not.

I tried adding a second 1-n relationship between them apart from the System one, but that didn't make a difference. I had changed the Display Names to Maintanance Contact and Maintained Equipment, but that shouldn't affect the relationships, as that's done using the entity name which can't be changed.

I'm stumped. Am I wrong, and do they need to be their default display names, or am I making some other blindingly obvious mistake?
One of our Dynamics GP users is experiencing an issue when she chooses Sales Document Setup and then selects Fulfillment Order/Invoice.  Dynamics GP pops a box that says "Cannot access this form because the dictionary containing it is not loaded."  All the other choices in the drop down (Quote, Order, Backorder, Return) work fine.
Has anyone successfully built Scribe migration packages to move from CRM OnPrem to CRM Online?  I'm getting hung up on the Activities and Activity Party records. I would love to see a template.
I am trying to determine if there is a way for me to use one field on my form and based upon it's value make a load more fields readonly or active (depending upon the value in the field)?

I know I can write a whole host of individual functions to make this happen but does anyone know of a way that I could have a function (or 2 perhaps) that would allow me to pass a fieldname, determine it's value and based upon this go through another list of parameter passed fields to make them readonly or active (again depending upon the value).

Hope that makes sense.

Any advice greatly appreciated

Is there any way to calculate fields in the new CRM forms?

We use javascript to calculate things like lead scores and quote margins when certain fields change (JS onChange event). As far as I know there is no way to do this client-side in real time with the new release... is there anything I'm missing?

Please see the attached screenshot for a pressing issue we are having. We've recently installed Microsoft Dynamics Solomon on our 2008R2 64b it server. For some reason the 'u2lcom.dll' will not register and gives the error attached when our users try to release PO's in the software.
We having installed all software as administrator
We have tried registering the dll as admin from command prompt as follows:  c:\regsvr32 c:\windows\sysWOW64\u2lcom.dll  
We have tried turning off UAC

Please is there any way to register this. It seems we have tried everything and can't find any reason why we're unable to.

we have recently deployed an on-premise install of Dynamics CRM 2011.
All seems to be going OK, and we want to start with full use of this application.

I have managed to setup E-Mail to Case, but it doesn't really do what we want.

What we want is a full-blown ticketing system for support.

So far it does:
Receive Email from a Queue with the E-Mail router
Check if email is sent to a specific email address (of support dept)
Create a contact for the FROM address
Create a case
Put email body text in a custom field I made (long text area)
Send an email back to the sender, saying his case was created (with case number)

What does not work:
When the contact is created, it does not check for duplicates. It easily makes thousand of the same records, if a user keeps emailing us. (Action: check if exists, then skip create contact)
When a user replies to the email (case number in subject), it creates a NEW case (e.g. "CASE 234 RE: CASE 123") with a new number. In fact, it shouldn't create a new one, but just update the text field of the existing one. (Action: check if case number from email subject exists, update that one)
The E-Mail body is taken an put into the custom field I created (long text area). However, HTML display as normal text, resulting in a mess. We need to clean up the HTML and just print text. (Action: Either make a field that is able to show HTML layout, or convert HTML body to plain text)
I am having an issue with my main PC that impacts my ability to use the CRM Client for Outlook as well as create Fetch-based reports using Visual Studio 2008 with the report authoring extensions.

CRM for Outlook stopped working and at the same time I had an issue connecting to CRM from the reporting tool.  I uninstalled the Outlook client, the reporting extensions, and the Microsoft Online Services Sign-in Assistant.  I then reinstalled the Outlook client and the extensions and still have the issue.

When I create a dataset that uses a CRM data source, I get the following error:

Could not load type 'Microsoft.Xrm.Sdk.Client.OnlinePolicyConfiguration' from assembly 'Microsoft.Xrm.Sdk, Version=, Culture=neutral, PublicKeyToken=31bf3856ad364e35'.
An authentication error occurred while connecting to server "". Make sure that the connection string and credentials are correct, and try again.

Creating the same data source and dataset on another machine with the same instance of CRM online works just fine.

If I try to configure the CRM client for Outlook, I get a very similar error:
CRM Configuration Error
I've looked at the Microsoft.Xrm.Sdk.dll assembly in the folder for the report authoring tool and the version is identical between both machines and am at a loss for what the difference is here...


Is there a way in CRM 2011 to keep all users in sync (real time) so that if I enter information on my PC, it appears that way real time on all other users in my business unit?

I was thinking of Scribe, Informatica or some way of storing the data in an intermediate SQL Server database (or on a web server).

Hello everyone,

I have created a workflow that in fact creates an e-mail if two conditions are there, 1 if the e-mail sent to support@mycompany, and if the subject contains "open a case".

then a case will be created and updated.

No matter who do I send the email from. the message will never go through and always will get stuck and an error message will pop up on Crm server as this one below

#17174 - An error occurred while validating the e-mail message with subject "open a case" in mailbox Microsoft.Crm.Tools.Email.Providers.EmailException: E-mails for address (Sender) in forward mailbox could not be processed as the e-mail address is not associated with any approved forward mailbox user or queue record in CRM.
   at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.CheckForApprovedForwardMailboxUsersOrQueue(EmailMessage emailMessage)
   at Microsoft.Crm.Tools.Email.Providers.ExchangePollingMailboxProvider.ValidateMessageInternal(EmailMessage emailMessage)
   at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.Run()
Okay, so I have a Dynamics CRM 2011 environment running with IFD Configured. CRM is running Update Rollup 11, ADFS 2.0 has no Update Rollups installed. All servers in the environment are 2008R2.

Our in-house developers have created a web app that serves documents through to CRM. When signed in using the browser, this functionality works as expected. However, when accessed via Outlook, when the link for the file is clicked, Outlook spawns iexplore.exe - the problem with this, it seems, is that Outlook does not pass its ADFS auth over into Internet Explorer, and thus the end user is presented with an ADFS login page. This is inconvenient.

Is there a way for me to make some configuration changes, either to Outlook, IE, CRM, or ADFS to make the behavior I desire function?

Thanks in advance, and feel free to ask for additional information. I'll provide as necessary.

  I am trying to find where in the code that the PurchStatus field of the Purchline table gets updated.  I've tried tracing through the code, but it must be either skipping over it or i'm trapping in the wrong areas.  I want to find where a Purchase order line (puchline) has it's status go to either received or cancelled.  Any help is appreciated.

Tom T.
We are using MS Dynamics CRM 2011, and would like to use the  "cases" as our ticketing system. What I want to do is route all emails to to our CRM, so it automatically creates a case.

This seems possible (at least, thats what I read on the internet), but I can't find how to setup this email routing.

Can anyone tell me how I set that up?

E-Mail received for >> CRM Email router >> Create case
All users can connect to CRM 2011 online through their browser, but many can't connect through the CRM Outlook Add-in. I've updated the Add-in. Appreciate any suggestions.

Thank you.
Since it is very tricky to setup claims authentication and Internet facing deployment (IFD) with Dynamics CRM Server 2011 (see this question for details) I have following question:
Is it possible (and how) to publish Dynamics CRM 2011 with TMG without configuring claims authentication and IFD? Of course CRM should be available from browsers and Outlook clients through the Internet.
We are using Microsoft Great Plains version 10.00.1238.000.

My user had the following questions.

Can we import a batch of invoices or journal entries into GP from excel? What is the format?
Can we get the address of the vendor printed on the check stub?

Thank you,

We are using Microsoft Dynamics Solomon version 7.0 sp4 and have recently upgraded from 6.5. In many screens there is the ability to use 'Ctrl + underlined letter' as a shortcut for a button or a tab to enter another screen. At the top of entry screens are tabs that we use within solomon. Is there a way to create an 'underlined letter' on the tabs so users can access them quickly? I hope that makes sense. I am including a screenshot. Thanks.
We have Microsoft Dynamics SL 7 running many users under a domain, but can't connect one of the Windows 7  the machines to the domain.  So we need run SL on this machine that is in a workgroup.

Is it possible to run Dynamics SL 7 with the machine as a workgroup?
Dynamics CRM 2011 Server + R6, R12 on Windows Server 2008 R2. Claims authentication and Internet facing deployment is configured
AD FS is configured on a separate Windows Server 2012, and is accessible on
Outlook 2013 Preview, Dynamics CRM 2011 Client + R6, R12 on Windows 8, Windows Identity Framework 3.5 installed
All the machines are in the same LAN, in the same subnet and in the same domain (domain.local). Client (Windows 8) can access Dynamics CRM through Web browser at:, and claims based authentication works perfectly.
Discovery service at (no authentication needed)
AD FS at
As far as I know - everything is OK so far. But When I try to configure Outlook client by entering discovery URL (, I'm constantly getting "Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help." Log file contains:
03:24:29|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click
03:24:29|Verbose| Method entry: 

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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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Microsoft Dynamics