Microsoft Dynamics

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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,

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
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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
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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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
Hello:

This controller has a Windows 7 laptop and went on an overseas business trip, last week.

Since returning to his office, one application on his laptop runs very slowly.  And, the fan inside of his laptop runs pretty swiftly and is loud, when he tries to use the application.

None of his other applications "react" this way.  Also, others at the company who use this application do not have this issue.

The application is installed locally on the laptops and workstations at the company.  But, I even created a Remote Desktop version of the application using the RemoteApp Manager on one of the company's Terminal Server boxes.  I did this, in hopes of speeding up his access to the application.  Still, as compared to say my own laptop, that Remote Desktop version of the application runs very slowly on his laptop.

The application is Microsoft Dynamics Management Reporter.

In any case, what can be done to eliminate this issue that apparently started with his being at an overseas office last week?

Thank you!

John
0
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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I noticed that I'm not able to see my excel reports in Dynamics GP web client 2016R2 but I'm able to see them in the fat client.  my question is:  is there a limitation to the web client?  or is this normal for me not to be able to see these reports in the web client?

is it simply that I'm missing something?.

see pictures attached.

Thank you,
pic1.PNG
pic2.PNG
0
We are looking to create a link in Dynamics CRM 365 to allow users to click on a link that will open the file or at least the folder containing the file in a new window. The link is in the standard file://servername/folder/file format and works properly in other tabs in the browsers.

I have started by creating a html webresource listed below:

<!DOCTYPE html>
<html lang="en-us">
<head>
    <style type="text/css">
        body {
            font-family: Segoe UI, Tahoma, Arial;
            background-color: white;
        }

        tbody {
            background-color: white;
        }

        th {
            background-color: black;
            color: White;
        }
    </style>

    <script>
            var fldName = "new_digitalrepository";
            var content = parent.Xrm.Page.getAttribute(fldName).getValue();
            var btn = "<a target='_blank' href='" + content + "'>" + content + "</a>";
            document.write(btn);
    </script>
</head>
<body>
</body>
</html>

Open in new window


We store the link in a field called 'new_digitalrepository'. The link is successfully fetched from the form and even correctly shown as the href of the anchor when inspected. The link if copied and pasted open successfully in another tab of the browser. However when the html resource link is clicked nothing happens and in a debugger on Firefox it says access denied. Any thoughts on how we could get it to open the file?
0
Hello:

Within Microsoft Dynamics GP 2013 R2, we have set up a Distributed Process Server (DPS).  This DPS exists on an RDS Server (i.e. Terminal Server).  And, users access GP through a separate RDS Server.

We conducted one of our first tests, today.  We had one of our A/P users attempt to "print" a one-page Cash Requirements report to "File" and to a mapped drive.

While in GP's Report Destination window, we were able to "tell" GP to print the file to the location on the network where the user's mapped drive normally points to.

In fact, from within the GP Report Destination window, we were able to see other folders and files at this network location.

But, upon printing the report, no file generated.  We went to the location in Windows Explorer, yet, there was no resulting file found.

I had selected "Remote" in the Distributed Processes section of the User Preferences window, when the user was logged in to GP.  Perhaps, this issue would not have happened, if I had chosen "Local".  But, according to GP's System Administrator guide, choosing "Local" would have meant ignoring settings in GP's DPS Setup window.

Do any of you have any thoughts, as to why no file was generated?

Thank you!

John
0
We have a hybrid deployment of Exchange 2013 Server Standard and Office 365. We also have an on-premise Microsoft Dynamics CRM 2015 server. CRM users use the CRM 2015 client to track e-mail, but recently users with Exchange Online mailboxes have noticed when attempting to track messages, they don't receive any error messages, but the e-mail messages (both with and without attachments) are not listed in the CRM web interface (E-Mail Messages Tracked section). Most of the synchronization is done by the CRM client and I do not see any existing server side configuration that handled e-mail processing. Does anyone have any suggestions on resolving this issue?  I'm not an expert with Microsoft Dynamics CRM, but I will do my best to answer any additional questions that you may have. Thank you for your time.
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How can we Update Actual Revenue of Opportunity - MS dynamics CRM
0
Hi everyone,
Recently we have started playing with the dashboard and charts functionality. On a testing environment, everything worked great but when we implemented those charts in our production environment, we noticed that whenever we change the CRM client language to french, we get a chart rendering error. This only seems to affect one specific custom entity. Those same charts do render and work properly whenever we put the CRM client language back to english.
Here is what we have tried so far:
-Delete faulty charts and create again from scratch
-Play with translation files
-Activate Trace on server (although I am not sure what to look for in the log files)
-Reboot CRM and SQL servers
None of those helped.
I saw some treads where people said they fixed chart rendering issues by activating CLR and rebooting their SQL server but I have no idea how that would apply in my situation.
If anyone had something to suggest I would really appreciate it.
Thanks!
Stéphane
0
https://msdn.microsoft.com/en-us/library/gg328090.aspx

Above URL shows me how to request and response entity but I want to use it as page load in c# how can I do that?

I have limited skills on using restful so please show me the codes so I can try out

Thanks
0
Hi Guys, I hope to find out there is super simple webAPI call by using c#/aspx. Just try to read leads entity list will be good enough.
If you found any, please share with me.
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Hello:

I know that this is a loaded question and that I'm being very cryptic.

But, we work with a Microsoft Dynamics app whose data is supplied through an ODBC connection to SQL.

A file that is generated, by this app, pulls data from a field.  The app was designed, however, for this file to pull data from a completely different field.

In general, what can cause any kind of app to pull data from the wrong field?

Thank you.

John
0
"Exception EOleSysError in module GPReports.exe at 0005E4BD. Error accessing the OLE registry."

This error is populating when we try to use Report viewer in a PC where GP 2010 and GP 2016 is installed.
Need help
0
We are trying to use dynamics crm 365 for our insurance agency broker company.
like we have agency(company), agent (1099 license agent), insurance carrier. and we are not sure
which crm default entities should be fitted above 3.

We understood we can customized by adding new one entity. but we just try to follow what crm already have so I hope I can find experts here know what to do.

thanks
0
In standard situation when you would like to create an Email through CRM 2016 user interface, you fill sender, recipient, subject and body of email and send it.
But in one specific situation, the body (description) field can be disabled and you are not able to insert any text inside.

mail body is locked. I can not write anything only chrome browser. I can write mozilla vs ..
0
I just signed up 365 and just want to know how to call its API to insert lead anyone knows how to do that?
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Dear Team,

I have added new organization in CRM 2015 and completed the process successfully. But it is showing following error while browsing new organization.

An error has occurred.

Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.

Any idea
0

Microsoft Dynamics

4K

Solutions

7

Articles & Videos

3K

Contributors

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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