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 have a requirement to migrate data from Non MS CRM system to MS CRM system using SSIS. Can anyone share or guide me on this.

Which one is the best to extract data from source system (XLSX or CSV).  And Steps to follow during migration please
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Hello,

I need to do data migration, the input would be .csv or excel file(s).
What would you prefer?

1. Import Wizard
2. SSIS

What are the pros & cons for both approaches?
Is there any other approach?

FYI, I've multiple files with millions of records along with documents or attachments mapping as well.

Best Regards
0
I am trying to access an online CRM 2016 organization to create a report using Visual Studio 2012.  The format I used in CRM 2015 (https://apolloconsulting.api.crm.dynamics.com/XRMServices/2011/Organization.svc) apparently has changed:

I found a post that discusses this but I am still not able to access to the organization.  

I need someone to make me smarter on how to access an CRM 2016 using the organization service.

Thanks
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I am trying to help a small non-profit choose and implement/integrate a CRM.  They have a custom application, written in MSAccess, that handles all their business.  The board-of-directors wants to move the donors into a more modern, perhaps more powerful, CRM.

They need to be able to track donations, do strategic queries, and support both email and snail mail activities.

In addition to my own search results, I wondered if any of you might have some recommendations.
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Hi all,

Yes want some guide in how dynamic works.

So i have office 365 with dynamics enabled.

I am trying to understand that :

How much its going to cost to use online version if its per giga byte or just one license cost per month.

Also if my supplier build an application for me in dynamics 365 can i move that to my version or do i have to do the configuration again?

Regards,

Ammar
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We are trying to find a way to grey-out all the controls when the user enters the window.  We can do this control by control, but we are searching some command or function that can do this.
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I am working on developing a way to receive emails to a specific contact (or queue) to archive emails related to a contact.  These are not necessarily emails being tracked within CRM 2016.  The contact receiving an email may not have an email address in which case the email should go to a global contact with information from the email.

Thanks
0
We use MS Dynamics CRM to send emails to our hotel guests.

I know little about how it works, but am looking for some guidance on how to make changes as to when these automatic emails go out (i.e., send immediately after check-out).

Can anyone point me in the right direction or can direct me to a good resource for CRM?
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Anyone know if there is any documentation/Web sites that detail what each security operation enables in GP 2010?
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I am trying to create an appointment as part of a plugin for Microsoft dynamics CRM 2015. I can successfully create tasks and other custom entities but the appointment creation fails. I am guessing I am missing something simple. Below is a sample of the relevant code.

        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            if (context.InputParameters.Contains("Target") && (context.InputParameters["Target"] is Entity))
            {
                try
                {
                    Entity entity = context.PostEntityImages["PostImage"];
                    if (entity.LogicalName == "new_occasion")
                    {
                        tracingService.Trace("EventAppointmentSynchPlugin: Creating the appointment activity.");
                        
                        DateTime startTime = (DateTime)entity.Attributes["new_departureenddate"];
                        DateTime endTime = (DateTime)entity.Attributes["new_starttime"];

                        Entity ne = new Entity("appointment");

                        ne["subject"] = "Test Appointment";
                        ne["description"] = "Test Description";
                        ne["location"] = "Office";
                 

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I need to export to excell the Activity Feed of Dynamics CRM Online 2016 (8.0.1.369)

I have done this before, but I can't find where or how I did it. I can remember it was not easy when I created the previous export.

I have already created a view, but when data is showed the export to excell buttons don't show up.

Any help is appreciated.

Thanks
0
This is a tough problem for me. My family who run an agricultural business is dramatically downsizing due to changing economic forces in Florida agriculture. They have been using Great Plains Dynamics for more than 20 years but when they first started using it they were a multi million dollar company, now they are barely grossing $500,000. They use GP to manage all the aspects of their business from farm land and planting plots to inventory, packaging and shipping. They have a website that sells directly to home users but their biggest and main clients are wholesalers and resellers. They have asked me if I can recommend a replacement system because they want a solution that costs less to maintain and that is easier to learn and one that would allow their wholesalers to interact with them via a website to help reduce costs and improve service. Right now they use faxes, phone calls, and emails. Can anyone suggest a replacement solution or at least direct me to some resources where I can find a business management and accounting solution with all of the above in mind. Thanks!
0
We get requests a few times a year to refresh our Development server with the Production organization.  We get it done but it is often a problematic and painful experience.

Because our environments reside on four different domains (AD01/PROD, AD02/DEV, AD03/UAT and AD04/PREPROD) we seem to get problems.

The AD01 domain contains the Production servers including the Microsoft CRM Application Server, Microsoft SQL Server and Reporting Server.

The AD02 domain contains the Development servers including the Microsoft CRM Application Server, Microsoft SQL Server and Reporting Server.

When we use Deployment Manager to perform a clone of the Production organization (AD01) to the Development organization (AD02), our guids get mixed up or duplicated.  

We also have problems with the four AD groups that are created during installation (SQLAccessGroup, PrivUserGroup, PrivReportingGroup and, ReportingGroup).  For example the SQLAccessGroup from AD01 does not always work well when moved to AD02.

When not crossing over domains (e.g. clone AD02/APP1 to AD02/APP2), the procedure outlined by Microsoft works fine

Thanks for your help.
0
We are getting a pending email warning upon opening CRM saying we have emails that haven't sent within 24 hours. The message recommends to sign into Microsoft Dynamics CRM online for Outlook or verify that the Email Router has been set up to send email messages for you.

I don't have much experience with CRM and I'm in a difficult position because the person that handled this has left our company.

Does anyone have a suggestion or recommendation on how to fix this? I am not certain about Dynamics CRM for Outlook or where the Email Router configuration is.
0
HI all


I am looking for some help and advised on CRM dynamics 2015 training  I will be starting a new job roll in the new year
will be working with CRM dynamics 2015 , CRM dynamics 2015  will be part of the new  job roll.

I will only be administrating it.

thanks in advance
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Hi, I need to download Microsoft Dynamics for Training (ERP), Where i can download?  if not possible how much ? any Student version?
I need to do practice developments work.
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Hi, I have a Call form, which contains a custom "auto number" field.    When the call is completed, we convert the call to a Case.   I would like the auto number from the originating call form to automatically appear on the newly created Case.
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Hi All,

I am very new to Dynamics CRM, i want to learn and how to use it.

Can someone guide me in write direction i have tried to read microsoft notes and its not easy to understand for me.

I am looking for Dynamics CRM and later will be integrating it with my back end system.

I have inhouse skills to do that but want to understand how to install and start using it, the company i will be using it for has 4 people who will be using CRM.

Thank you.

A
0
Hi,

I am helping a friend looking for a requirement to be able to do the following:

1. Take some photos.
2. Add some photos to a quote.
3. Edit the quote and make some annotations.
4. Email this quote to a client.

Specifically I want to be able to do this using an iPad. The user will
be an Arborist so I don't imagine they would always have stable internet
access. So something that can batch things up might work better like
being able to work in an offline mode. Having like a quote template
where they can populate the customer details.

I have been thinking of CRM type apps but am having problems as things
don't seem to actively support IOS. I know that Microsoft Dynamics has
an ios app but cant find clear information if it can do this.

So if anybody knows about dynamics can help me out with this that
would be great. My friend currently has an Office 365 subscription btw.

So any iPad apps that can help with this?

Any thoughts?
Thanks,
Ward.
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I am looking for a software that I can integrate with dyanmics crm, or simply send a form based workorder from an ipad or tablet converted to pdf so we can capture a customer signature on a predone workorder form.  I would like crm integration, but, it can also be just a pdf stand alone sent via email.
0
I have an automatic case creation set in Microsoft Dynamics CRM Online 2016 to pull emails that arrive in a mailbox and use the data to create a case within CRM. Everything works great, however, I cannot find the correct syntax to select for displaying the email body in the description field of the case. The most obvious selections, {Email Message(Email)}, only display what's in the email's subject line. No email body to be found. I have this sense I am missing something profoundly simple and overthinking it. Can anyone help please? I have attached a screenshot for review.
0
I am working on a CRM 2011 system with two application servers (TESTCRM and DEVCRM) and a shared SQL Server (DEVCRMDB)

I am getting an error when running any report on DEVCRM  The report cannot be displayed (rsProcessingAborted)

Reports run fine on TESTCRM.  I have located the Reporting Services are on TESTCRM using Reporting Services Configuration Manager and adjusted the SQL Server Reporting Services Url by editing the path in Deployment Manager on DEVCRM points to TESTCRM.  

I have checked all the services on both servers (all started), connected to the reporting services on both servers using Reporting Services Configuration Manager and tested the Url in Internet Explorer (resolves on TESTCRM and DEVCRM)

I am now at the point of looking at the Event Viewer and see errors everytime I run a report on DEVCRM.  The error is below, I am not slick enough to interpret it
Web service request SetDataSourceCredentials to Report Server http://cobcapndc5601/reportserver_testssrs failed with SoapException. Error: An error has occurred during report processing. (rsProcessingAborted)

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Thanks for your help
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Is there an SDK for microsoft dynamics ax r3?
I want to load massive data coming from an order entry application and need to load the orders into microsoft dynamics ax. Also I need to load more information for different ax modules. These information comes in csv format.

best regards
CatOn
0
Is there a way to hide vba code created dynamics gp from regular users (non-admin)?
0
Is there an y easy way to create simple reports within Microsoft Dynamics AX?

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.