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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On our collection of abstracts in our CRM system, there are multiple authors with their affiliation information listed and I need to condense them all into once box that would come in the following format:

Author 1, Author 2, Author 3 | Affiliation 1; Affiliation 2; Affiliation 3;

There is no set number of authors an abstract could have, so some could have just 2 authors, while others have 15.

I have tired to accomplish this with a CRM workflow and amending author 2-15's affiliation information but whenever I run the workflow, it only concatenates two of the fields.

If I can get it to work with a workflow, that would be better because I have very limited coding knowledge. Any help is appreciated.
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We created a Clone of a Production GP Server called GPDEV. It has new SID and rejoined to domain with different name. All appears fine.  

I also cloned a Production client machine (which contains all the GP Client stuff) and did the same with SID and Domain join. All appears fine.

How can I configure the Dynamic GP Client, to point to new new server GPDEV?
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Hi experts

I had to change the SSL and service communications certificate in an Dynamics CRM AD FS server. The old one was sha1 and I was told to change it to sha2. So i first changed the internal signing CA to issue SHA2 certificates. Then I created a new csr for the communications certificate, and issued it from the CA. I imported the new certificate in the personal and trusted root certification authorities on the server, and then added read permissions in the private key for the AD FS service account.

Then I binded the new certificate to the web site in IIS and selected it as the service communications certificate in the AD FS managment console.

I followed this steps

https://social.technet.microsoft.com/wiki/contents/articles/2554.ad-fs-how-to-replace-the-ssl-service-communications-token-signing-and-token-decrypting-certificates.aspx#Replacing_the_SSL_and_Service_Communications_certificate

and this (the server is 2012 R2)

https://technet.microsoft.com/en-us/library/dn781428.aspx

I didnt replaced the token sgining and token decrypting certificates.

After restarting the active directory federation services and iis management service, the new certificate wasnt displayed. So i then created new certificates for token signing and token decrypting using powershell. Followed the steps to update both certificates using powershell

Set-ADFSProperties -AutoCertificateRollover $TRUE
Update-AdfsCertificate -Urgent

In the AD FS console, in the …
0
I would like to add attachment in one of my custom entity. How can I do that? I googled it and see "NOTE" control can do that, And I did add it to the form but I do not even see any browse button to upload.

What Do I need to do?
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I have customized entity, e.g. driver license, and I create look up field to User Entity. When I go to Web Form, it shows me the user name which is perfect. However, when I want to create another look up field to another custom entity, e.g. Insurance Agent, it shows the PK key only. So if I want to show Insurance Agent.Full Name (assume there is full name field inside of Insurance Agent entity).

How do i do that?

Thanks
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I am new to Dynamics CRM and have some questions.

1. I have DEV and UAT CRM 2016.
2. I want back up UAT solution file
3. Then I want to import new solution file from DEV
4. At last, assume I want to convert UAT back to original. How do I put my back up solution back.

Thanks
0
The Dynamics 2009 AX Batch Queue has several jobs that are recurring.  They were not running, therefore, other things were not happening Invoices, EDI ASNs transmitted, etc. How can I unstick the queue so that the jobs run.  This is the first time it's happened in a very long time. Usually everything runs without a hitch.
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in crm, we have user entity (system), and i create custom entity called insurance license type (e.g. type 1, and type 2)
then in crm, i make 1 to N (one to many) relationship, save and publish.

Then, I go to insurance license type and create a web form inside of crm. And try to get look up field from user entity (system) but it does not work. why ? and how to fix ?

In general, I just want to create web form called insurance license with one look up field called user full name, so i can save the full name, and type 1 or 2 inside of insurance license entity.

Or if you know what I did wrong, let me know.
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I had this question after viewing How Can You Update an Activated Quote.

quote is in inprogress i need to change to open state and update a field and need to change status. i did the same getting error. Can you explain how you achieved.
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Hi,

I have received a requirement lately from the business asking to be able to bulk edit and assign records from a custom entity in one step/form. I discovered the bulk edit which is partly what we are trying to accomplish but it has some restrictions. In bulk edit, we are not allowed to change the records assignment to another user - as this is a business required field and I cannot change that. Also, the fields that we want to modify are spread out across the form. A dialog will only work for one record at a time and won't let me assign the file and a workflow will not gather user input so it is useless.

Is there a simple and better way of accomplishing this?

Please let me know.
Thanks!
0
We have someone to put xml files by uploading using web resource

And now I want to know where it is in the file system. Is it possible to find it?
0
Hi experts

I will be going for a crm dynamics nav interview (administrator) can someone please give me the most Common question they ask.

I will be administrating it only

Thanks for your help in advance
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Hello:

I need to compose VB scripting for Microsoft Dynamics Integration Manager for GP 2015.

Specifically, I need to write a script that will pull all lines of detail into the Note field--not just one line of detail.

This is not the standard "CurrentField", "SourceField" scripting.  I need scripting that will directly update the SY03900 table in SQL.

Any help would be much appreciated!

Thanks!

John
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Hi everybody
We have Dynamics AX 2012 R3 project which is delayed to delivering and will going live soonest. we are extremely eager to get started. The existing hardware list is as follows:
1-      Hyper-V Host Configuration which is hosted the Application Object Server (AOS) Live environment Assigned Memory for the Virtual Server is 12GB no other VM machine on this host

HP Product name: ProLiant DL380p Gen8
Processor
Name: Intel(R) Xeon(R) CPU E5-2650 v2 @ 2.60GHz
Description: Intel64 Family 6 Model 62 Stepping 4
Speed: 2594 MHz
L2 Cache Size: 2048 KB
External clock: 100 MHz
The system has 2 processors
Memory
Total Memory: 32733MB
OS Name: Microsoft Windows Server 2012 Standard
2-      Two Lenovo System X3650 M5 CPU 2 x E5-2680 V3 12Core 128GB ram (VMware ESXi  host )
3-      EMC VNXe1600 SAN Storage 1.2 10K disks SSD Raid 5 Backend storage network to SFP
4-      Access to the AOS server will be with a client installed on local PC and there is need for Remote app
We have received the, the upgrade hardware recommendation from implementer that to have redundant SQL Server (Cluster) connected to external storage (size depends on estimation for data), SQL servers require 24 GB RAM each (32 preferred), AX Servers require 16 GB RAM each
I would like to hear others share their experience with possible best practice and recommendations around getting AX 2012 compilation time down to a bare minimum. cause I have to increase the memory  and storage
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Try to find a way to call API on crm.
I need simple API call with just reading leads entity

I need simple codes example. Those msdn codes do not work to me.

I already installed sdk and have cloud account.

I can even send you the login and password and u can try to call.

Thanks
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Hello, does anyone has an simple way do a data migration from on premise dynamics crm to dynamic crm 365.
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I have dynamics crm 2016 or 365 cloud
N I want to consume web API and see how it works.
I already download sdk n create web project.

All I need is to read lead entity. I have tried many time to ask this question and never find answer with code that is working.

Please help
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I'm looking for a customer information manager, very simple, you have the option add or view customers information

regular name , phone, email etc... I know the big CRM's have that option but im looking for only client's information very simple.
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I have Dynamics CRM 365 Cloud and also asp.net web app project and try to add below codes in page load
and get this message: An error occurred when verifying security for the message.

I know the login/password is 100% correct. not sure What I am missing. All i want is to get the lead list.


            CRMServ.OrganizationServiceClient client = new CRMServ.OrganizationServiceClient();
            client.ClientCredentials.UserName.UserName = userID;
            client.ClientCredentials.UserName.Password = password;                       
            QueryByAttribute qe = new QueryByAttribute("lead");
 Response.Write(ret.Entities[0].ToString());

Open in new window

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Hi I have Dynamics CRM 365 cloud, and I want to hire someone to redesign the lead, account, form, and may add new fields in some entity.
Should I ask him to create new solution file?
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Can anyone give me any indication if this is even possible?

Here is the breakdown..

There are two different domains..
Happy.com and Happiness.com
Both Happy and Happiness have the exact same user layout, all the usernames are first initial last name.. they are all the same users on both domains.. The CRM lives on Happiness.com and the DNS lives on Happy.com, The MSSQL DB is 2014 SP1 and is on the CRM server itself.

I would like to install a new server with the CRM Backed up DB to the New server, what will i need to change to be able to log into that system?

Again, all the usernames are the same, though the SID's are different, can you tell me where i would need to update the SID's?
Also is there anything i am over-looking that will need to be changed as well?

I have attempted this, as well as a domain trust, and it fails with different issues..
Mostly user authentication issues.. Although i have also seen licensing issues, DB permissions issues, authentication failures, installation errors, DB version issues, and all sorts of fun stuff.. All servers are Virtual, so i can replicate them to test..

Can i maybe just change the joined Domain of the Current CRM and update the DB?
If so where can i do that from?
Will i break the certificate in doing this?

Thoughts?
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Hello:

A Microsoft Dynamics GP 2015 R2 client of mine is having an intermittent issue where strange characters appear, upon typing.

UAC is disabled.  Also, the issue is happening for more than one user.  The users are reporting that specifically "double boxes" are appearing, upon typing.

Again, the issue is intermittent.  Any ideas?

Thank you!

John
0
I have this set of code that I want to fire when the user clicks 'Transfer' under the 'Actions' Button on the sales transaction entry screen. The problem right now is that this code fires the moment the user opens the screen. How do I get it to fire only when the user clicks the 'Transfer'  under the 'Actions' button?
---------------------------------------------------------------------------------------
 /* Register a click event for the Actions->Transfer click */
            try
            {
                sopEntryForm.SopEntry.ActionButton.Change += new EventHandler(ActionButton_Change);                
            }
            catch (Exception ex)
            {
                string eMsg = "004: ERROR: " + ex.Message;
                if (stackTraceWanted) eMsg += "\n" + ex.StackTrace;
                MessageBox.Show(eMsg);
            }
----------------------------------------------------------------------------------------------------------------
        /* Method to handle Action Button change event */
        private void ActionButton_Change(object sender, EventArgs e)
        {
            switch (sopEntryForm.SopEntry.ActionButton.Value)
            {
                case 0: MessageBox.Show("I clicked Transfer");
                    break;
                case 1:
                    MessageBox.Show("I clicked something else");
                    break;
                default:
                    MessageBox.Show("I think, therefore I am!…
0
Hello:

We are on GP 2013 R2 (12.00.1920), in an RDS (i.e. "Terminal Server") environment.  So, the end users never access GP through fat clients.

The GP Distributed Process Server (DPS) is saving files for the end users but only to its own box.  For example, an A/P person printed two reports to "File", upon posting checks.

Instead of prompting her for the location of these reports, however, it prompted "me".  (I was logged on to the box of the DPS, so that I could review GP's Process Monitor window.)

How can the DPS be configured in such an environment to allow the users to save the files themselves?  Without this ability, the DPS would need to be constantly monitored on its box, in order for the users to have their files saved and for GP to continue posting and other processes.

Thank you!

John
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Good afternoon,

I am taking care of an onsite installation of microsoft dynamics crm 2011.

I did not set this installation up and I am having trouble tracking down a report or data export that is supposed to run every 5 minutes.

I am not able to track down how this file is generated. I have looked through the reports, system jobs, and processes, scheduled tasks etc.

I find a report that looks like it may be similar to what I am looking for, but when I try to edit the schedule it does not already settings for a schedule.

This file generation monitors changes to contacts in the CRM and adds entries to a Csv file every 5 minutes.

The file hasn't been updated in 24 hours so something is whacky.

Looking for some help on how to track down how this file is being generated.

Thank you.
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.

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