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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On our collection of abstracts in our CRM system, there are multiple authors with their affiliation information listed and I need to condense them all into once box that would come in the following format:

Author 1, Author 2, Author 3 | Affiliation 1; Affiliation 2; Affiliation 3;

There is no set number of authors an abstract could have, so some could have just 2 authors, while others have 15.

I have tired to accomplish this with a CRM workflow and amending author 2-15's affiliation information but whenever I run the workflow, it only concatenates two of the fields.

If I can get it to work with a workflow, that would be better because I have very limited coding knowledge. Any help is appreciated.
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Hi,

We are looking for an apps that works similar to Ms Dynamics GP Analytical Accounting but stand alone purchase and viable interfacing different accounting systems.  The function we are looking for is similar to GP AA module - allows to track projects,  cost centers, etc.
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We created a Clone of a Production GP Server called GPDEV. It has new SID and rejoined to domain with different name. All appears fine.  

I also cloned a Production client machine (which contains all the GP Client stuff) and did the same with SID and Domain join. All appears fine.

How can I configure the Dynamic GP Client, to point to new new server GPDEV?
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I would like to add attachment in one of my custom entity. How can I do that? I googled it and see "NOTE" control can do that, And I did add it to the form but I do not even see any browse button to upload.

What Do I need to do?
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Guys, I am looking into a new ERP app we have purchased called Microsoft NAV 2017 I have created a new Purchase Order and all is well......Until the purchasing manager came to me and asked if it was possible to only allow employees who where in a specific Permission set the ability to print the Purchase order. I have been able to alter the purchase order to only allow if the purchase order is set to a specific status but the permission set is giving me more to think about.

Can anyone help on this

The code I have been able to get working is below

Purchase Header - OnPostDataItem()

IF ((Status = 0) OR (Status = 1))
THEN BEGIN
 ERROR('Purchase Order must be approved before printing');
END ELSE;

Regards
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I am new to Dynamics CRM and have some questions.

1. I have DEV and UAT CRM 2016.
2. I want back up UAT solution file
3. Then I want to import new solution file from DEV
4. At last, assume I want to convert UAT back to original. How do I put my back up solution back.

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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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?
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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
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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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Hey all, we are hiring for a GP/DBA role and while I feel comfortable interviewing candidates for the DBA portion, I am pretty newbish when it comes to GP, I was wondering for the experts out there if maybe I could be provided with 5-10 questions that someone interviewing for a GP position might be asked?  I know its an odd request but it would be a tremendous help.
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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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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
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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
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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
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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
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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
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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
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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
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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?
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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
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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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