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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In GP 2018 I have Excel Reports and been working, but for some reason when I click excel Reports it doesn't display the Excel that it had.  I  re-deploy them and no luck.  How can I troubleshoot this problem to have them back (note, no module or series when clicked Excel Reports option displays the deployed Excel - yet I go the drive location and they are there).

help[!
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Microsoft Azure 2017
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Microsoft Azure 2017

Azure has a changed a lot since it was originally introduce by adding new services and features. Do you know everything you need to about Azure? This course will teach you about the Azure App Service, monitoring and application insights, DevOps, and Team Services.

Hello:

I'm trying to use Microsoft Dynamics GP's SmartList Builder to tie Payroll Master data to the data found in the Company Setup window.

Specifically, I want to display fields of data such as the Company Setup's contact, address, and Tax Registration number (FEIN) alongside each employee's record for government reporting purposes.

But, I do not see a means of tying Payroll Master data to the data that populates the Company Setup window.

And, this GP end user does not even have the "Location" field in the Employee Maintenance window filled in.  So, that is making it doubly hard to tie Company Setup to Payroll Master data.

Sure, I could simply create calculated fields in SmartList Builder containing contact, address, FEIN and other data that populates the Ciompany Setup window.

But, creating these kind of user-defined fields in SmartList Builder would force the GP end user to manually update these calculated fields in SmartList Builder anytime that data changes.  This would especially be true if, for example, the listed contact in the Company Setup window ever left the company.  The end user would basically have a maintenance issue, forever.

Does anyone have any ideas on how to tie data in the Company Setup window to Payroll Master, for use in SmartList?

Thanks!

John
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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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We have a client that has migrated to Dynamics 365. We are having issues that sometimes users experience the system to be slow. How can I pull API reports for specific users? I see the general Common Data Service Analytics report and we only did 410 000 API calls and 61 011 Executions over the last 24 hours.  Any ideas on how I can troubleshoot this?
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I am trying to build a query for Great Plains Dynamics but am running into some issues and cannot figure out why--I think it may be due to the JOIN commands I am using. When I do a search for a record for which I now there is only one I end up with 100's and 100's of query results, or errors so not sure what I am doing wrong. Here are the tables I need info from
SOP10100 is the Shipping Address Table
SOP10106 is the Shipping Details Table
SYO1200 is the email table
RM00102      MAIN Customer Info and ADDRESS Table

SOP10106 tied to SOP10100 by SOPNUMBE
SOP10100 tied to RM00102 by CUSTNMBR
RM00102 tied to SYO1200 by ADRSCODE

This is the script I generated using the SQL Server Enterprise Manager graphical "query" feature. This script does not generate any errors when I run it in SQL Enterprise Manager -- I know there is only one record that meets the criteria and yet it show more than 100 results. But when using SQL Query Analyzer I get these errors
Server: Msg 208, Level 16, State 1, Line 1
Invalid object name 'SOP10106'.
Server: Msg 208, Level 16, State 1, Line 1
Invalid object name 'SOP10100'.
Server: Msg 208, Level 16, State 1, Line 1
Invalid object name 'RM00102'.
Server: Msg 208, Level 16, State 1, Line 1
Invalid object name 'SY01200'.

Here is the script generated and used
SELECT SOP10106.SOPNUMBE, SOP10100.SOPNUMBE AS SOPNum, RM00102.CUSTNMBR, RM00102.ADRSCODE, SY01200.ADRSCODE AS ADRCOD, SOP10100.CUSTNMBR AS CSTMRNO

FROM SOP10106 INNER JOIN …
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Hi there, im at a loss as well as my developers. We are having a new CRM created within Dynamics 365.
Without going into the whole CRM and what it does, we have an area under each client account where documents are uploaded.

The problem we have with the storage of the agreements and contracts. Dynamics storage is expensive, but the main problem we have been told about but the developers is the files will be secure to the to owner of the client account but other members who are invited as sub members will apprently not be able to view these files.

The original suggestion which does work is to use a Sharepoint site. This technically does work but it does open the risk to allow anyone who may stumble across the sharepoint site to access the storage and see the files.

I did come across an article that suggested Dynamics coulod be integrate with a solution like Azure Blob, but my devlopers are not aware of this solution and again im not sure how close to keeping the files secure from users who shouldn’t have access

This is the article i found https://community.dynamics.com/crm/b/dynamicscrmbestpractices/posts/alternatives-of-document-storage-in-dynamics-crm


So my main questions is regarding finding a solution that will allow us to store these files for each account, atthe same time limiting access to these files to the account owner and the sub members.

Is there a way using APIs etc??

Thanks
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Hello:

In Visual Studio Code, and for Dynamics 365 Business Central, I cannot download symbols.  It asked me to see the output log, for more details.

How do I get past this error, so that I may download symbols?

Today, it is telling me that I cannot download symbols because I cannot connect to the server.  Yesterday, it was telling me that it is because I don't have "IndirectRead" permissions.

I'm simply trying to connect and test programming in the sample company Cronus.  This should be a sandbox.  Otherwise, I know nothing about logging into Dynamics 365 BC at my company.  I have no clue.

Anyway, below are the errors that I'm receiving.

Thanks!

John

[2019-09-15 15:29:17.99] Targeting server 'localhost' and server instance 'BC130'.
[2019-09-15 15:29:17.99] Please authenticate in the Visual Studio Code...
[2019-09-15 15:29:38.36] Using reference symbols cache path: I cannot reveal this.
[2019-09-15 15:29:38.36] Targeting server 'localhost' and server instance 'BC130'.
[2019-09-15 15:29:38.38] Using user name and password authentication. User name used is: 'I cannot reveal this'.
[2019-09-15 15:29:38.42] Sending request to localhost:7049/.../packages
[2019-09-15 15:29:38.43] Sending request to localhost:7049/.../packages
[2019-09-15 15:29:40.56] Error: Could not connect to the server. Please verify that:
1. The server is started.
2. The development endpoint is enabled (DeveloperServicesEnabled server setting).
3. The service name matches the …
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We got this error when creating a payment for import in our banking system.

We are running an ole Nav version 5.0 and got this error on a new installed client

Try to see the error in the embedded file, hope anyone can help :-)

Best regards
Jan

NAV.jpg
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Hello Experts Team
I am searching for good resources  on internet and books for crm on premises administration  (Functional-Technical)as I did before on crm 2011 and 2013 and then changed to another system Sap and would like to refresh my skills again for  deployment  and configuration of dynamics crm on Premises as I am system administrator and like to enhance my skills again .
Waiting for your kind advice
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We have ACH setup, and that generates a NACHA file. We want to change the output from the file to direct upload to our bank's secure site. Can someone point me at the configuration options menu for that? This is in DGP 2016.
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Build an E-Commerce Site with Angular 5
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Build an E-Commerce Site with Angular 5

Learn how to build an E-Commerce site with Angular 5, a JavaScript framework used by developers to build web, desktop, and mobile applications.

ReQlogic 9 web application for purchase orders has a problem today.  The problem is the home page has removed for all users there history of Approvals and Recent Transactions.  The PO's are still stored in the database but are not on the home page as they normally are.  We can even create new PO's just the home page is empty  Screenshot image included as well.  If anyone has had similarReQlogic 9 Home Page Example issues and resolved I was hoping to get steps you took?

Regards,
Brett
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In Dynamics GP, we don't seem to have the ability to modify custom windows using the admin account.

Under Tools > Setup > System > Alternate/Modified Forms and Reports, when selecting a window to modify and going to Tools > Customize, the Modifier and Modify Current Window options are grayed out/disabled. This is the case in the main Microsoft Dynamics GP window, as well.

Does anyone know why the admin user wouldn't have access to these features?

Thanks in advance!
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Hey Experts

We got NAV 2017 (10.0.CU09.17972)
2-3 times a day a random user gets this message, and then nobody is able to connect (not even from the NAV server’s local client) Users already connected can continue to use NAV. The NAV service has to be restarted before users again can connect.
 Untitled.png
The NAV server is located in a host center with site-to-site VPN to the office. The internet connection is not 100% stable. We are losing appox. 20 pings in 24 hours (1 ping pr sec). The NAV consultant’s claim that is not a problem.

Troubleshooting steps taken:
-      Deployed a new NAV server. Same version (can’t upgrade version)
-      Moved NAV server to another VM-host
-      Event log shows nothing
-      Extended log shows nothing (according to the nav-consultant’s)
-      Some config – sry don’t know what.
-      A NAV plugin upgrade. (Continia Document Capture for Dynamics NAV 2017)

I know some users filters are causing the client to be slow (like 5 sec to update a list).

This have been an issue since December (something did get changed, but nobody seems to remember what)
Any ideas are welcome :)
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Our current SMS provider has disabled TLS 1.0 and we are unable now to use SMS from within our CRM Microsoft Dynamics 2013. We think the problem is due to their plug in as we have everything enabled on the server (Microsoft Server 2008 R2). We are unable to update our CRM at the moment so looking at alternative SMS systems that have a plugin for CRM 2013. Any help greatly appreciated.
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We have CRM 2013 and are in the process of replacing 28 workstations from Windows 7 Professional with Office 2007 to Windows 10 Professional with Office 2019.

How can I get the CRM 2013 Outlook client installed?

What versions of CRM are compatible with Outlook 2019?
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Dear Experts
We are implementing ERP based on SOW the work is almost completed but stake holders are approaching the project manager for new requirements and change requirements. I am looking for the template where stake holders have to follow instead of sending mails, they have to follow the process by filling it and submit based on the feasibility, cost and deliverable time lines Project manager can take it forward, please help me with new/change requirement requisition template. Thanks in advance.
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Hi All,

I have a client that uses MS Dynamics NAV, I have never used it and have some knowledge of Databases.

My question is, is the underlying default database a relational database when you first buy the product or do you have to set it up from scratch,
The reason i am asking is because the client has a table with numerous entries in it all assigned to one key, we want to add another key to more clearly identify the data in that table and are being told be the vendor that this is not possible.

My understanding of relational databases, is that you should be able to do this, i will stand corrected on this.

How flexible is NAV as an application to change, if a business needs to change its process?, my client operates a simple warehouse with one item in and out, with some variances on that one item, but nothing complex

Regards
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Dear Experts
We have to do the customer feedback survey on the monthly basis for the customer email accounts.  We have CRM application sugarcrm and also sales force.com please let us know the best way, the customer list is not more than 200 email contacts.
Please suggest the best way to do is it sending out normal email t OR integrate with survey plugin like survey monkey etc.
 would like to understand the difference between sending normal email plain/html of attached content expecting the contact to reply OR going for survey form integration with CRM. we would like to have reports on the rating of each customer reply and other expected analytics. please suggest the solution also help me understand best practice in handling this, it is normal email or survey form third party integration.  thanks in advance.feedback-message.txt
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Need to create a lead in dynamics from an email, and I need that lead to include information in the body.

Is it possible to setup a single email account, that dynamics pulls from, and then includes data from the body to create the lead?
0
Starting with Angular 5
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Starting with Angular 5

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I have seven years of GP data that I want to export to QBES.  Any suggestions?
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We are seeing a relatively large increase in RPC errors on a recent batch of new desktop PC's and related to our Dynamics 2009 system. The error message is always similar to the following and causes the Ax client to close;
"Object Server 03: RPC error: Client provided an invalid session ID 8"

We have tried updating the NIC driver on the PC's to no avail. All PC's are running Windows 10, and if not perhaps all at the exact same version there is a level of version consistency across new & older PC's (ie if the version were an issue we would expect to see the same issue across both, not just restricted to the last batch of PC's)

Does anyone have any insight as to why new hardware might be affected, and how this might be isolated/resolved?

The issue is highly intermittent (users may see 4 drops one day, none the next) and drops can be correlated with event ID 180 (eg "Object Server 03: RPC error: Client provided an invalid session ID 8) in the respective AOS application log.

Thanks in advance for your expert advice!
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Hi all, I have:
1 x CRM dynamics
1 x MAIL server exchange
1 x ERP sql based

We have a big problem about contact info of CUSTOMER and  SUPPLIER
Info are so divided:
1) Older info are on ERP
2) some info is in CRM
3) other important are in PUBLIC FOLDER of exchange
4) newer on OUTLOOK AUTOCOMPLETE list of sales department employees

About existing integration:
CRM read (not write) info about CUSTOMER and SUPPLIER in order to attach ticket and leads

We would merge these info, electing a MASTER DATABASE where all of us can point.
Which is the best approach? having info on ERP or CRM, and develope connector to EXCHANGE?
i know is a difficult project....

Sorry for my english, ask me for details
Really thanks!
M
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NEED HELP!  We have an email address of bshoward@contoso.com but all our emails resolve to contosoexc.us.  Thus we are trying to get autodiscover to work and have SSL certificate for all of contosoexc.us.  How do I set this up to work... trying to implement MS Dynamics CRM and it will not sync.  We have tried all the help options and also contacted a local exchange expert and no solution.  What do I need to do to get this working?  The impersonation is working for the account we setup, but this is a DNS or certificate error. Not sure...
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Enterprise portal Error

Microsoft Dynamics AX 2009: Error executing code: No system global variables (C)\Classes\WebLink\menufunction

I am getting this error on Enterprise portal as No global variables though I didn't change any code in AOT.
The enterprise portal stopped working after server restart.
 

The complete error is as below,



An unexpected error has occurred.

Microsoft.SharePoint.WebPartPages.WebPartException: Dynamics Object Adapter Call failed. ---> Microsoft.Dynamics.Framework.BusinessConnector.Session.Exceptions.XppSessionException: Dynamics Object Adapter Call failed. ---> Microsoft.Dynamics.BusinessConnectorNet.XppException: Error executing code: No system global variables.

(C)\Classes\WebLink\menufunction

Error executing code: No system global variables.

(C)\Classes\WebLink\menufunction

at Microsoft.Dynamics.BusinessConnectorNet.AxaptaObject.Call(String methodName, Object[] paramList)
at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsObjectAdapter.Call(String methodName, Object param1)
--- End of inner exception stack trace ---
at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsSession.HandleException(String message, Exception exception, HandleExceptionCallback callback)
at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsObjectAdapter.Call(String methodName, Object param1)
at Microsoft.Dynamics.Framework.BusinessConnector.Proxy.WebLink.menufunction(WebMenuFunction mf)
at …
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Microsoft NAV codeunit fails to run when making an external web services call
“A call to System.Xml.XmlDocument.Load failed with this message: Root element is missing”
The web services URL is otherwise working returning XML response through any other means

Please guide through troubleshooting or provide with helpful advice what needs to be changed to make the code work

doc1.pdf
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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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