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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CRM 2011 upgrade

We are trying to upgrade a CRM 2011 system however the IT group will not allow us to use production data in dev to test the upgrade.  Does anyone have experience working with very confidental data that cant be shown to most users?  

I have worked on some projects where we wrote an encrypt/decrypt program to make the data anonymous during the upgrade and then it was decrypted afterwards when in the new system.

Any suggestions would be helpful.
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Exploring SQL Server 2016: Fundamentals
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Exploring SQL Server 2016: Fundamentals

Learn the fundamentals of Microsoft SQL Server, a relational database management system that stores and retrieves data when requested by other software applications.

Hello Experts!

I have read a few articles on advantages and disadvantages of doing an EDI implementation on your own, and I kind of understand it a little bit. I still want to proceed on doing the EDI implementation myself and accept the challenges that it may involve, rather than going with outsourced solution.

Had anyone here implemented EDI on their own, successfully? If so, can you please direct me to some of the resources you have used and some real experience tips and tricks.

I'm kind of looking for some guide how to start this project. We are using Business Central on a SaaS environment.

Thank you 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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Dear Experts
At present we are using CRM application which is hosted on premise and it is mainly used for handling the support cases, automated email alerts and to store all the case related data, repair and maintenance data ( all data are imported  only , ie, operational users will not use instead all these to be imported  ) and tool is only used for reporting and analytics purpose only . Now that for other business process where the operational users will use in every stage  hence the need for technology solution in additional to above mainly on following business process and solution to be deployed on premises only.
1.       complete material movement tracking and capture the activities involved and automated email notifications and if the delay escalation rules .  
2.      Service, repair and maintenance  
3.      Warehouse/logistics management
4.      Inventory management
5.      Invoice management/HRMS/Vendor bills/salary # this is optional mainly 1 to 4 is important
We cannot go for cloud solutions the solution to hosted on premise.  Please suggest the ERP application that can be best suited for above should we have to evaluate Microsoft dynamics ERP AX , SAP  or any other where it to be used for operational and also for reporting and analytics . please suggest the best suited ERP or other solutions. Thanks in advance.
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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?
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OWASP Proactive Controls
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OWASP Proactive Controls

Learn the most important control and control categories that every architect and developer should include in their projects.

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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Hi, We have setup NAV 2016 for ADFS based on the below article

https://docs.microsoft.com/en-us/dynamics-nav/authenticating-users-with-active-directory-federation-service-2017

However when we try to sign in, after entering credentials, we keep getting the 401 error- invalid credentials.  When we disable and test the application login with the same user credentials, it works fine. We suspect that some setup is missing.

Seeking support on possible areas of troubleshooting.

Regards,

Ramprasad
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We run Microsoft Dynamics AX 2012. We have Remote Desktop Servers which users access, to access AX.

I'd like a PS script or bat file that I can run once a week, at midnight, to delete *.AUC and *.KTI files from all the users C:\users\%users%\appdata\local   folder on these RDS machines.

I've tried
for /D %D in ("C:\USERS\*") do del "%~fD\AppData\Local\*.auc"
for /D %D in ("C:\USERS\*") do del "%~fD\AppData\Local\*.kti"
pause

Which Errors out:
The following usage of the path operator in batch-parameter substitution is invalid: "%~fD\AppData\Local\*.auc"

Also tried:
del "%userprofile%\AppData\Local\*.auc"
del "%userprofile%\AppData\Local\*.kti"

But that only delete the files for the current user.
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I'm using Power Query within Excel connected to Microsoft Dynamics 365 online with an OData connection.  For most of the data I am pulling it is working well, however I am stuck on a strange issue in which the preview in the Query Editor shows certain fields pulling through OK, but these don't then pull through when Closing and Loading.  In fact, the full-row preview in Query Editor also shows these as null, even though they are populated within the same instance of Query Editor in the 'horizontal row' preview (difficult to explain, I've attached a screenshot).
The fields in question are from the many-end of a one to many relationship with the initial source table, and I wondered if this was the issue.  But I have other examples in the same query of different one-to-many relationship data items pulling successfully through in the Close and Load.

Any help in understanding and overcoming this issue would be greatly appreciated, thanks
PowerQueryMissingData.JPG
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Why Diversity in Tech Matters
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Why Diversity in Tech Matters

Kesha Williams, certified professional and software developer, explores the imbalance of diversity in the world of technology -- especially when it comes to hiring women. She showcases ways she's making a difference through the Colors of STEM program.

Microsoft Dynamics CRM on premise. We have an issue where the ADFS self signed cert has expired. We have tried to disabled Claims Based Authentication, restart IIS to auto rollover the cert. However, claims based authentication will not complete and an error with the federationmetadata.xml is shown.

If we choose a wildcard cert the wizard completes fine. The issue is the metadata is different so the Relying Party trust don't update

IIS is running on port 443 and ADFS/CRM port 444 using server 2012 R2.
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Hi,

So I have a user that will print to PDF reports through Great Plains 2013.  They state that it will work for the first few times they do it.  Eventually, it will just hang and the way they've worked around it was going into Task Manager and killing the 'splwow64.exe' Process and restarting GP 2013.  We have Adobe Acrobat X Standard here.  Not sure what the issue is at this point.  We're going to try and reinstall Adobe and see if that helps.  Any other ideas would be greatly appreciated!
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Hello,

Can you please confirm that deploying SQL server/Microsoft dynamics crm on Dell servers is supported or not? Another point is that if developments of SQL server/Microsoft dynamics crm are done on dell servers, can they be portable on HP servers later on ?

Regards,
Bishnu Gupta
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I have a use that is trying to work from his Outlook 2016 and has the add-in for Dynamics 365 in his toolbar. When he clicks the icon it will always get stuck on the Authenticating portion and then error out.  

I found a reference online to follow but have yet to apply it because I need to know more about the issue. Is anyone else experiencing this issue?

Dynamics Error Link
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I'm using MS Dynamics CRM 2011. I need to generate an Email Template for an Email Activity associated with a Case, using fields from the Case record. I can create a Case based Email Template easily enough in the Email Templates section of Settings, but when I try to apply it to an Email Activity generated from the Case, it only allows me vision for the Global and Account Email templates. How do I fix this?

It makes no sense that you'd be able to create a template and then not use in the record type that it's created against.
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The “SubscriptionTrackingDeletedObject" table contains 118476311 records on Production CRM DB. Can we use SQL truncate command to delete this table data? Or Please share the method of procedure to clean up this table data.

As per my understanding, when records are deleted from CRM, there are also records that get inserted into this “SubscriptionTrackingDeletedObject” table. This table gives the Deletion Service Job ObjectIDs that have been removed so that further cleanup can be performed asynchronously using “CRM Deletion Service Job”. But currently “Deletion Service Job” is failing on Production with time-out warning message.
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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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