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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.

moving crm erp proj mgmt hr to dynamics 365 platform

can anyone have a good link which shows how all these products works together any good demo or presentation
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Hi:

Let's say you have a Microsoft Dynamics Business Central cloud account with one organization.  Later, you want to use that account to login to Business Central at another organization.

As long as the other organization's administrator allows you security, you can login.  Is that correct?

Thanks!

Software Engineer
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Hello:

The end user has a unique Microsoft Dynamics GP Sales Order Processing requirement where the Unit Price is to be $0.00, and the Extended Price is to match the Extended Price column of the source file for an eConnect import.

So, I'm getting that famous error, "Unit Price calculation does not match out to Extended Price."

I have tried setting the two defaults for default price and default extended pricing to FALSE or TRUE or vice versa to no avail.

It is very strange that you can manually enter 0 for Unit Price and whatever for Extended Price in GP.  But, eConnect does not allow for this.

Also, the items are noninventoried.

Any ideas?

Thanks!  Much appreciated!

Software Engineer
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Hello:

If this is not the proper feedback venue, then please point me to the correct one.

Below is a link to the area of Microsoft Docs that discusses Microsoft Dynamics GP Purchase Order Processing receipts.  Below this link is an italicized sentence directly copied from this discussion.

This statement should represent credible information, being that it was made either by or on behalf of Microsoft.  So, I relayed this statement to a client who had asked a question about changing account distributions in purchasing receipts.  After I sent that e-mail, a supervisor of mine told me that "my" statement was incorrect.

The fact that this area of Microsoft Docs was incorrect has now placed me into a position of embarrassment and low self-esteem.  I have to, now, walk back what I told the client.  This will damage my own credibility and could potentially endanger my career.

In addition, this has upset me so much that it has disrupted my home life.

To top it all off, this section of Microsoft Docs does not allow for the posting of feedback.  That's why I'm here.

Please help me get this feedback to the right person, so that this statement may be corrected for future research.

Thank you!

Software Engineer

https://docs.microsoft.com/en-us/dynamics-gp/distribution/purchase-order-processing-part3-receipts

Choose Distributions to open the Purchasing Distribution Entry window, where you can make changes to account distributions.
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Hello:

In Microsoft Dynamics GP, upon clicking "Print", you have the option to choose a printer including Adobe PDF.  

As you read this, please keep in mind that the option "File...Print" when generating a PDF is not available.  So, please, no recommendation about unchecking that box that usually solves this problem.  

Anyway, no matter what Adobe PDF printer setting is changed, no matter whether Cute PDF Writer is tried, or this version, or that thing, or whatever.....nothing prevents the cut off of the bottom of each page of the printout.  I have gone to all of the web sites on this matter and no solution has worked.  It is beyond frustrating.

Ideas, please?

Thanks!  Much appreciated!

Software Engineer
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Hi:

Is there anywhere online from where I can obtain learning exercises for Microsoft Dynamics Business Central or the latest version of NAV?  

I'd like some practice, in order to better understand the functionality.

Thank you!

Software Engineer
0
Hi:

A Microsoft Dynamics GP 2016 end user is on Outlook 2016.  When she e-mails sales invoices in PDF to customers from GP, the file name of the PDF is a long "drawn out" name beginning with the following path: c:\username\appdate\local.

She said that, prior to about a year ago, the file name was much shorted and simply composed of "obvious data" such as the invoice number.  She does not know if a recent upgrade or anything along those lines could have caused this change.

Is there a way of setting the format of the e-mailed file name of the PDF, or will this situation require say an upgrade to Office 365?

Thank you!

Software Engineer
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i have no idea what i am doing here... short story - our phone system is capable of integrating with our CRM but it isn't working. i believe the problem is that the phone number of the incoming caller is being passed from the phone system to the crm without any hyphens in the string but all the phone numbers stored in the crm have hyphens in them and the match never takes place. i have confirmed this by hard coding a phone number into the xml "xsi" template stored on the phone server that facilitates the query of the crm - when i do this, it finds a match and everything is happy.

so, my question is - is there a way in the xml file to "transform" the string being passed from the phone system and add a hyphen to it? i have almost no experience with xml.

it seems the value in the xml file is called Number and is used like this: $filter=contains(telephone1,'[Number]')

i would love to create a variable that i could use instead of Number and put a hyphen in it and just use that everywhere instead of '[Number]'.

am i making any sense? many thanks in advance.
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We are planning to migrate (not upgrade) the Account and Contact data from a CRM 4.0 version to D365 CE using a tool like Scribe Insight.  A new D365 environment will be established and a mapping template created to determine which CRM fields will be mapped to which D365 fields.  The jscript will be added after the data is migrated and then tested.

We are looking to avoid the stepped  upgrade process from CRM 4 to CRM 2011 to CRM 2013 to CRM 2015 to CRM 2016 to Dynamics 365 CE.  We are planning to use a simple 1 to 1 mapping. using the SQL connector for the CRM 4.0 source and the Scribe D365 CE Adapter for inserting (or upserting) records.

Please advise of anything we should be aware of and any possible problems that can occur.

Thannks
0
Hi All:

Does anyone know of any online tutorials or books that offer the quickest and most effective way of learning Microsoft Dynamics 365 Business Central?

Thank you!

Software Engineer
0
Hello:

In using the eConnect tool to import purchasing receipts for Microsoft Dynamics GP, I'm getting the following error on the Line Item node (taPopRcptLineItemInsert):

Decimal Places Passed in on Unit Cost Does Not Match Setup.

This error makes absolutely, positively, without a shadow of a doubt no flippin’ sense whatsoever.

True, the decimal placement of the Unit Cost field of some of the records in the database goes beyond 2.  But, for a similar import for purchase orders, I eliminated the error by using the following calculation for the Unit Cost field:

return fn.ROUND (UNITCOST, 2 ).

But, for the receivings map and for a record whose Unit Cost is 6.72, it is throwing this error – whether I use this calculation or not.  And, I have tried resolving this a million ways to Sunday.

Here’s what I don’t get.  The Unit Cost, in this example, actually does not go beyond 2 decimal places.  It is, simply, a figure of 6.72.  And, the GP Purchase Order Processing Setup window is set to 2 for Currency Decimal placement of noninventoried items.

Any ideas?

Thank you!

Software Engineer
0
Hi:

In the Microsoft Dynamics GP Credit Card Setup window, is there a way of tying a credit card to more than one G/L account?

An end user has three separate Cash accounts in the chart of accounts but does not want to create a separate Visa credit card for each account.  She wants the one Visa credit card - not three.

Thanks!

Software Engineer
0
Hi:

As of two months ago, a Microsoft Dynamics GP 2013 end user has experienced slow payables posting.  She is not aware of any changes, from two months ago.

She uses Citrix with local modified reports dictionaries located on the Citrix box.  The PJOURNAL job is running and is successfully removing these from the companies.  They reboot the SQL box, every night.  She is not the only user experiencing this issue and it is occurring in all companies.

Is there a "silver bullet" that will allow for speeding up the posting?

Thanks!

Software Engineer
0
Hi:

A Microsoft Dynamics GP 2018 end user showed me where the "Remit To" Address ID in a posted payables invoice is not showing the same Remit To ID as what is showing in Vendor Maintenance.

She says that she does not know of anyone making any changes to the invoice once entered in Payables Transaction Entry or in the Edit Payables Transaction window after entry.

Are there any other ways where the incorrect Remit To Address ID could have been derived?

Thanks!

Software Engineer
0
I have Microsoft CRM 2011 installed  & one user intermittently gets this message when he tries to create or open a quote (see attached).  I am wondering if someone can help us with this.
dec12capture.PNG
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Hi:

For Microsoft Dynamics GP, has anyone ever found a definitive solution to the following error:

a get/change operation on table 'Batch_Headers' failed. A record was already locked

Thanks!

John
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Hello:

This client used Microsoft Dynamics GP's Professional Services Tools Library to combine accounts.  Afterward, the client rebuilt the Data Mart.

Now, only unposted transactions are appearing.  On reports where both posted and unposted data to to show per the Report Definition, only posted data shows.

And, when the trial balance is run, the top of the page says that this report contains no data.

We ran Financial Reconcile in GP and ran Refresh Cached Data in MR but to no effect.

The really interesting thing is that Management Reporter was showing data earlier today, even after the accounts were combined.

Any ideas?

Thanks!

John
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I'm trying to extract from AX the above data, does anyone know which tables I need to use and how to link. I do not have access to the AX client only the SQL database.

I'm being told to use CUSTTABLE, EMPLTABLE AND DIREPARTY table but I cannot work out how to link these.

Can anyone help?
0
Hi:

In Microsoft Dynamics GP 2018, upon copying the URL from the GP's Publish OData window, the end user gets the http 404 error.  

After trying every troubleshooting document out there in cyberspace, no joy.

Any ideas?

Thanks!

John
0
Dear Experts
We have implemented CRM application( web based ).  our customer will login to this and this application for reports and analytics. our customer is in a different country hence they want the news/update on certain products that is in our country, they have asked to provide the solution for them. Our CRM developer says he can integrate certain news channels so that customer can login to CRM and see the news updates, As an IT security point of view I have asked which all websites but he is not sure at the moment which all websites will have to integrate ,
1.      I have informed them we may have to look for different solution instead of CRM application for this until technical approach or detailed tech specs are shared with me. However would like understand is it a right way, is the CRM application using for this is it as right tool
2.       instead should we have to develop a portal and store all the details and share the portal to them.
3.      As CRM has sensitive data integration with new sites will it be recommended , when it comes to integration please suggest the measures to be taken
4.      What solution we need to go for news capturing and store it and share it with customer please suggest .
please help with above , thanks in adance.
0
I have written a page that posts data for a client into the above, It works as part of a new website as the only page (used for testing) when I copy the code or paste the page into the web application I have been developing it for I get an error, I've used Nuget to ensure all the correct dll's are added.

This is the error

"An existing connection was forcibly closed by the remote host
Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: System.Net.Sockets.SocketException: An existing connection was forcibly closed by the remote host"

This line is causing the error:
Dim myresponse As HttpResponseMessage = client.SendAsync(myrequest).Result


Can anyone suggest a solution or reason why the same code fails in one web application but not the other?

Here is the code

Imports System.Net.Http
Imports System.Net.Http.Headers
Imports System.Threading.Tasks
Imports Microsoft.IdentityModel.Clients.ActiveDirectory
Imports Newtonsoft.Json.Linq
Imports System.Collections.Generic
Public Class CRM_Contact
    Inherits System.Web.UI.Page

    Public myclientId As String = Convert.ToString(ConfigurationManager.AppSettings("clientid"))
    Public redirectUrl As String = Convert.ToString(ConfigurationManager.AppSettings("redirecturl"))
    Public serviceUrl As String = …
0
We created a date field in Dynamics 365 that is for contracts that sunset. We would like to have our account owners be automatically notified when the date is within 60 days of expiring. What is the best method of doing this?
Thanks!
0
I have not found a way to process payroll in 2 currencies.  What is the best way to use payroll with multi-currency?
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I am trying to extract data from AX to use in another system. I need Invoice cost by line but can't see where to get it.

INVENTITEMPRICE table has the costs in I need but I don't know how to match the dates to get the correct cost. E.g. if a sale is done after 01/01/2018 and before 26/04/2018 then the correct cost is 15.72 (See below)

Screenshot of INVENTITEMPRICE table
All I'm trying to do is get a cost price per invoice line but I'm not familiar with the AX data structure, can anyone help?
0
Hello:

A GP 2018 end user reports that a posted purchase receipt for one line item of a quantity of 800 shows up twice in the Purchase Receipts Work table (IV10200) and is, therefore, causing the quantity on hand and available in GP for this item to be doubled (1,600 instead of the correct quantity of 800).

I don't want to run a delete script on this table to remove this additional layer of 800, for obvious reasons.  But, the user has already run both Purchasing and Inventory Reconcile to no effect.

What can be done to fix this?

Thanks!

John
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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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