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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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Hi,

Im trying to access CRM from our external domain via ADFS and am having some troubles.

we have an ADFS server in both internal and external domains, the CRM is hosted on the internal domain and is able to be accessed and authenticated over the internal ADFS using HTTPS://crm.internal.domain 

I have a relying party trust on the internal ADFS that works.

Both ADFS servers are federated and port 443 is open between them, im able to update the metadata from both sides.

On the external domain I have a host record for HTTPS://crm.external.domain which is a virtual IP for an F5 load balancer that points to the crm.internal IP address

Im not sure if having the F5 is causing the problem but we need to have the servers behind the vIP to hide their real ip.

Do i need another relying party trust on the external ADFS server for the internal CRM? should i be able to browse to the internal CRM metadata page from the external domain?

Thanks for any help :)
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Hello:

A window was modified in Modifier in Microsoft Dynamics GP 2013 SP2 when it should not have been.  What's the best way to essentially remove the window from Modifier and, thus, reverse the modification?

Thank you.

John
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Hello:

In Microsoft Dynamics GP 2013 SP2 Manufacturing, what table and field will give you the quantity issued?

Thanks!

John
0
Hello:

In GP 2013 SP2, without using Modifier, please let me know how to make the Item Maintenance Options window to be read-only.

Thank you!

John
0
Anyone aware of any connection or sync products that will connect to/communicate with Microsoft Great Plains Dynamics and eCommerice and shopping cart websites like woo-commerce, Abante cart, Presta Shop, open cart, magenta, etc. Is there some kind of standard protocol in place that I should be looking for in evaluating any potential solutions? The idea is to be able to either download any orders from a website to Great Plains or to have Great Plains via a connector/sync app to connect to the website and downlaod orders and requests for information.  Thank you.
0
Hello:

We have the GP 2013 SP2 Manufacturing suite of modules.  In Inventory Item Maintenance, we are trying to inactivate an item.

But, upon trying to do so, we receive an error message saying, "This item is part of an active assembly and cannot be marked inactive."

This item is, indeed, also a Manufacturing Bill of Materials.  So, in the Item Engineering Data window, we marked the Item Status as "Inactive".

Yet, we still receive this message.

So, how can me mark this item as "Inactive" in the Item Maintenance window?

Thank you!

John
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Dear Experts

I understand there are two approaches to handle the duplicate records when same prospect enters the CRM application
approach 1) append duplicate prospect data to a single record approach 2) create duplicate record and mark it status as "Repeated/Duplicated"

approach1) if we go for append duplicate prospect data to a single record would it be possible to have a marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads also would it be possible to understand prospect journey touch points through multi channel showing interest.
OR
approach2)same prospect entering through multiple channels setting duplicate records to “repeated” status would be the most straightforward to implement and link it with the original lead may provide the marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads and from which all campaigns and source.
if we go for approach two then the manual operation can be applied with the same treatment that is if the already existing prospect makes enquiry to the call centre then call centre user applies the same treatment that is copy/create the existing lead and mark the status as "Repeated" and attach it to the respective campaigns
Please suggest which approach in the above is  recommended and best practice , thanks in advance
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i upgrade  from gp 2013 to gp 2015 and after i run deprecation of fixed asset and try to post it to GL it show up this error "There are no transactions matching these restrictions. Modify your restrictions and process the batch again." i hope you any one can help me with this
thanks
gp-error.png
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We are running MS CRM 2016 on a single server utilising ADFS (installed on the CRM server) and Claims Based Authentication. We would like to add a second Company using a copy of the live database for testing purposes, using the concept within this link (not worried about the Resco side of things as we do not use it):

https://blog.resco.net/2017/05/24/how-to-create-a-copy-of-your-production-crm-database-for-testing-resco-mobile-crm/

Does anyone know if this will cause any issues with the ADFS or Claims Based Authentication or anything else?
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I have msdn license on dynamics crm 2016
and want to find out the cost of hosting in azure
Or hosting using local vendor.

Of course, azure will be the best but not sure how to install dynamics and most important is the cost.

If anyone has been facing this and tell me more. I will be very appreciate

Thanks
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Hello:

The journal entry created by Microsoft Dynamics GP Manufacturing for Standard Cost Revaluation is, indeed, pulling the correct Standard Cost Revaluation account and debiting and crediting it.

But, the journal entry is, also, pulling in another account.  Where would this account come from?  I have looked over the Manufacturing setup windows and am at a loss.

Thank you!

John
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Hello- I have recently gotten involved with our new MS Dynamics 2016 rollout for our sales teams and I am just kind of feeling my way through the many screens, etc.  I have one issue that I have inherited that I could use a little help troubleshooting.  We have two regional presidents.  Sales managers and sales team members are ultimately roll-up to these two presidents.  The way it has been explained to me is that when the presidents go into dynamics they have access to an 'exectuve view' (dashboard?) and one of the combo boxes on that view is 'My Open Opportunites'.  When the president selects 'My Open Opportunites' he is supposed to see ALL of the open opportunities in his region, from all sales team members.   This is working correctly for President A, but when President B looks at this screen there are no results.   Can someone point me in the right direction on what permission to check for President B in comparision to the settings for President A so that I might see if this can be corrected?  I have much to learn in the weeks ahead about all this but if I could get this little issue corrected it would be a great start!  Thanks for any help! -
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We have a new installation of MS CRM 2011. All of the Rollup Patches have been applied to the installation. The built-in administrative account works fine. We added our first user. However, when we open us the user (a local Domain User), it shows a scaled-down interface. We cannot do anything with the use. We want it to be able to access a calendar, add Tasks & Appointments, etc. When we try to do anything with the user we get the error message "An error has occurred". "Try this action again ...". When we try to deactivate the user, the same message. We understand that we cannot delete the user. Since we cannot deactivate the use we're stuck in a catch 22 loop. We tried re-adding the user , but we get the message that the user already exists. How can we modify the user in question so that it is usable? Screen shots attached.
CRM-2011-1.jpg
CRM-2011-2.jpg
CRM-2011-3.jpg
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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.
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
Hello:

A Microsoft Dynamics GP 2016 R2 customer has noted that running the default Sales Line Items SmartList is freezing GP for users to the point where GP is virtually suspended from use.

It is true that this tends to be one of the "heavier" SmartLists, considering the volume of sales and line items.

But, is there a way of speeding up the display of SmartList?

Thanks!

John
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Hello:

A customer of mine recently upgraded to Microsoft Dynamics GP 2016 R2.  Now, their customer statements that are e-mailed automatically either e-mail in the ugly text format instead of PDF or do not e-mail at all.

What is the remedy for this?

Thank you!

John
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Unexpected error when running Reports in CRM 2016 (on premise)
invalid user authorization .
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I get the following error when trying to access a sub account from an account in CRM (no customization)
Running dynamics 365 8.2.0001.0176 (latest release)
Anyone have any idea on this one

Error 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.

Error Details:
Exception of type 'System.Web.HttpUnhandledException' was thrown.

Full Stack:

[NullReferenceException: Object reference not set to an instance of an object.]
   at Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.ConfigurePageHandler()

   at Microsoft.Crm.Application.Components.Utility.GenericEventProcessor.RaiseEvent(String eventName)

   at Microsoft.Crm.Application.Controls.PageManager.OnPreRender(EventArgs e)

   at System.Web.UI.Control.PreRenderRecursiveInternal()

   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.]
   at System.Web.UI.Page.HandleError(Exception e)

   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

   at System.Web.UI.Page.ProcessRequest()

   at …
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Hi,

Is there a simple way to expose the Accounts from our CRM Online on our SharePoint Online? I would like to be able to add custom columns on Libraries where I can select the Account from a drop-down list.

I would expect this to be pretty simple and straightforward but Microsoft does surprise us negatively quite regularly.
0
Hello:

A Microsoft Dynamics GP 2013 R2 user was prompted to change his GP password, which he did.

Now, he cannot get into Management Reporter Designer.  He gets a message saying that he cannot connect and he's asked if he wants to use a different server address.

What is the fix, for this?

Thank you!

John
0
Hello:

A Microsoft Dynamics GP 2015/Management Reporter 2012 CU15 with the Data Mart end user cannot access any of her companies in Management Reporter.  When she tries to set one as default, she receives the following message:  "Unable to connect to the 'company name' company. You don't have access to this company."

I have looked through all of the online documents on this error, but none of the remedies have worked.

What causes this, and what can we do to fix this?

Thank you!

John
0
Hello:

In Integration Manager for Microsoft Dynamics GP 2015, I created an integration for importing journal entries.  The Reference is the unique key field.

One issue is that the Note field is not updating properly.  For each Reference, I'm trying to import the detail records into the Note field.  

Unfortunately, only one record is being imported into this field.  Not all of the detail records are importing.

Is there not a way of importing detail records into the Note field?

Thanks!

John
0
Hello:

I'm composing a simple journal entry import through Integration Manager.  The source file does not have the offsetting account for the credit side of the journal entry.

The following is the VB script that I composed for the mapping of the Account Number for the credit side:

If SourceFields("GL Detail.Account String") = "" Then CurrentField = "230-00-00-00" else CurrentField = SourceFields("GL Detail.Account String") end if

In the mapping for the Credit Amount, I have "Use Default", so that the credit for the journal entry will simply pull in the total of the debits.

The above script compiles successfully.  But, it is not working.  The offset account for the credit of 230-00-00-00 is not being brought in.

How do I configure Integration Manager to accomplish pulling in 230-00-00-00 as the offsetting account for the default Credit Amount?

Thank you!

John
0
My company got a new ERP system with some customization done using
Microsoft Dynamics AX2012 R3

Although we are Microsoft Gold partners in Application Development
I'm New in that field
How could I have access password to chang Layer from USR to VAR?
does changing layer enable more customization of solution
Where can I read about this topic?

Thanks In Advance for kind reply
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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