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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We are working with Dynamics 365 CRM (on-premise) and using a custom front-end developed with ADX.  

My issue is that ADX allows a CRM quote or order to be shared with the same user more than once.  When this is done, we receive an error message: "Cannot insert duplicate key."  (It is my understanding that this is the default Dynamics error).

What I want to do is replace this with a more user-friendly message like: "This order has been already shared with that sales person".

I am looking for the best approach to transform the default error message to the user-friendly message.

Thank you
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Right now, we use asset management for tracking of client assets like you normally would- When it was purchased, lease, buy, basic information in our CRM, due to replace, etc.  While that has been working for us fine, the problem is some of our larger clients are wanting some help in the IT asset check out/in process for THEIR employees.  I can't give access to our existing system because they would be able to see other client information.  (I can lock it down so they don't have actual access, but it still exposes our client list).  

What I want is something that I can manage the assets for clients, give their HR department an account so they can do their own check in/out of phones, laptops, whatever, and cloud/internet based.   Anyone know of anything like that?  It woudl be nice to stay as part of CRM/ticketing, but not critical if separate.
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Hello:

In our Microsoft Dynamics GP 2013 SP2 environment, we created VBA code on an inquiry window.  We tested the code thoroughly beforehand, within a test environment, and the code had been working perfectly for weeks.

Then, about two weeks ago, a GP end user received VBA error messages on top of the fact that the code stopped working.

I had to copy the code from the Visual Basic Editor, remove the window from Visual Basic, re-add the window and its fields to Visual Basic, and paste the code into the Visual Basic Editor.  Afterward, the errors went away and the code worked again.

Why did these steps have to be taken?

By the way, I'm an Administrator on the Terminal Servers and the VBA code had stopped working for me as well as for the end users.

Thanks!

John
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I want to update ownerid in one of the lead in dynamics crm 2011
all google tells me about the codes below. but i do not know how to declare "SystemUser.EntityLogicalName".
I already ahve SDK reference in the website. please help if you know what to do.



// Create the Request Object and Set the Request Object's Properties  
AssignRequest assignowner = new AssignRequest {  
    Assignee = new EntityReference(SystemUser.EntityLogicalName, _otherUserId),  
        Target = new EntityReference(Account.EntityLogicalName, _accountId)  
};  
// Execute the Request  
orgService.execute(assignowner);   

Open in new window

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I'm running Microsoft Dynamics (GP2010) on Server 2008 R2 SP1 on a Citrix 7.13 farm. I updated the VDA's to 7.15 and now the Microsoft Dynamics will not launch i can uninstall the VDA software and the app works fine. this is error I get.

 Problem Event Name:      BEX
  Application Name:      Dynamics.exe
  Application Version:      11.0.349.0
  Application Timestamp:      4d9b8c91
  Fault Module Name:      StackHash_4c0d
  Fault Module Version:      0.0.0.0
  Fault Module Timestamp:      00000000
  Exception Offset:      772548fd
  Exception Code:      c0000005
  Exception Data:      00000008
  OS Version:      6.1.7601.2.1.0.18.10
  Locale ID:      1033
  Additional Information 1:      4c0d
  Additional Information 2:      4c0d4d78887f76d971d5d00f1f20a433
  Additional Information 3:      4c0d
  Additional Information 4:      4c0d4d78887f76d971d5d00f1f20a433

 I have spoke with Citrix and they want me to contact Microsoft, I am not sold on that answer.
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I have lead form in Dynamics CRM. In javascript, how can I capture SAVE button event in CRM? The save button is on the top of the CRM. Basically, all i need is when someone click on save button, it will validate one field called 'firstname' and ensure it has value.

That's all.

Thanks
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Just got action pack from ms and have some questions

How to activate dynamics crm cloud?
How to activate the 100$ azure?

How to use on premise dynamics crm with current azure domain that already created?
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I have an elderly, complex but normally very stable MS CRM 4.0 solution - a few days back duplicate detection rules stopped working. Any ideas what I could look for as potential cause/resolution?

I have done the following so far (not in this order):
  • unpublish/publish rule
  • restart CRM async service
  • recycle app pool
  • iisreset
  • reboot server
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Hello:

In the Employee Deduction Maintenance window of Microsoft Dynamics GP 2013 SP2, a garnishment shows as $0.00 remaining.  The garnishment amount, however, is still being deducted from the employee's paycheck.

Why is that?

Thanks!

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
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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
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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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I have customized entity, e.g. driver license, and I create look up field to User Entity. When I go to Web Form, it shows me the user name which is perfect. However, when I want to create another look up field to another custom entity, e.g. Insurance Agent, it shows the PK key only. So if I want to show Insurance Agent.Full Name (assume there is full name field inside of Insurance Agent entity).

How do i do that?

Thanks
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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.
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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
0
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.
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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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