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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How can I add users so that they can connect from their computers / latptops?

Dynamics NAV 2017 installed on Windows 8.1 x64 computer. SQL Server 2014 Standard. On a local Workgroup, NOT a domain
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Free Tool: Path Explorer
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An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

I am upgrading CRM 2011 to CRM 2013 for two organizations (CRMTEST and CRMPROD).  The plan is to upgrade each org to newer CRM versions to get to Dynamics 365 (so CRM 2011 to CRM 2013 to CRM 2015 to CRM 2016 to Dynamics 365)

My question is: we have built one CRM server to Dynamics 365 specs and one SQL Server built to Dynamics 365 requirements.  Is it recommended to have separate servers for  the CRMTEST org and CRMPROD org?  Given our current VMs, we would need to upgrade to a single set of servers, with CRMTEST and CRMPROD on the same Dynamics 365 servers.

The current CRM 2011 environments have separate servers for CRMTEST and CRMPROD.  What could be the problems with both TEST and PROD on the same servers?  For example, could this cause issues with refreshing CRMTEST with CRMPROD?

Thanks
0
I am in the process of upgrading CRM 2011 to CRM 2016 and want to know the feasibility/issues encountered of splitting a full server environment into front-end/back-end servers

The common wisdom has been that this is very difficult and not worth the time.  I would like some up to date information on this, however, since I have not encountered a full-server installation during the last five years.

This is not a highly customized or really large installation.  There are managed solutions from PowerObjects and a limited number of Jscript web resources and plugins.

I would like some advice from someone that has done this process recently and what they encountered, positive or negative.

Thanks
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We are upgrading from CRM 2011 to CRM 2016 on a new set of VMs.  The plan is to do a migration upgrade from CRM 2011 to CRM 2013.  Once we are on the new VMs and CRM 2013 we will do in-place upgrades to CRM 2015 and CRM 2016.

My question is: what is the quickest and best way to upgrade in-place from CRM 2016 to Dynamics 365 for Sales?  I have read several online articles about going from CRM 2016 to Dynamics 365 but I am not sure what the best practice is and how to leverage the CRM 2016 server to do an in-place upgrade to Dynamics 365.
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Hi... for user with ms Dynamics gp10, are there  U.S. Payroll Tax Update still 2018, or is there a workaround?
0
Hi

Is it ok to install Visual Studio Code alongside Visual Studio Professional 2017?
I am installing it in an attempt to use the Microsoft Dynamics 365 Financials SDK.

1
0
Hi

I am looking for a Microsoft Cloud accounting system for a small operation.
I need to be able to send data to the accounting system from an ASP.net web app.
Is this possible with Microsoft Dynamics?
If not is there a better option?
Thanks
0
I have successfully integrated Microsoft Dynamics 365 with Office 365 and Outlook 2016 by following the steps in this URL.

Now I need to setup & use Dynamics 365 to query all emails within an Office 365 email account and extract the contact information contained in the email signature area (name, address, company name, phone numbers, website address, etc). This info is usually found in the user's signatures at the end of their emails (see the email signature examples below). I need all this info extracted and used to create & update individual Outlook contacts for each user.

Please provide me with instructions on how this can be done.

If any further information or explanations are needed please let me know.

Email signature information that needs to be extracted & used to create Outlook signatures:
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How can I lookup the Dynamics 365 server address for Microsoft Dynamics 365 which has just been added to my Office 365 organization?

DYNAMICS-365-SERVER-ADDRESS
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Hi,

Is it okay to install EX, SP and CRM on the same server or should I create separate VMs for each of them?
Can I integrate all these on a one domain?
Pros & Cons, Recommendations?

With kind regards,
0
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ZipGrep is a utility that can list and search zip (.war, .ear, .jar, etc) archives for text patterns, without the need to extract the archive's contents.

One of a set of tools we're offering as a way to say thank you for being a part of the community.

What is a good software program or Outlook add-on to query emails & record contact information in Outlook 2016 contacts?

I have tens of thousands of emails I need to record as Outlook 2016 contacts and am looking for the best way of doing this.
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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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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);   

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I am looking for an eConnect method that will add an Item Warehouse record,  I am currently doing this using GP Web Services call CreateItemWarehouse(), but we find this to be much slower than using eConnect.  Any help would be appreciated.

Thanks, Bob
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I recently joined ms action pack. and try to activate dynamics cloud.
I just only see some sort of licenses that with sale team or something. and that does not look like crm cloud.
have you anyone known what it is about? MS mentioned that is 5 licenses availability even you do not sell anything.

I just want to learn and see what I can have .... my goal is to get a copy of dynamics crm 365 on the cloud so I can do some demo to my clients.

Thanks
0
I have dynamics crm 2016 on premise and I want to extract the solution into dynamics crm 365 cloud. The cloud is brand new.

Is it possible? If yes how to get start it?

Thanks
0
the 2011 DYNAMICS CRM Visor file featured at the top of many screens is now gone in version 2013? where is it now and how to I bring it back ?
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Hello:

Below is my T-SQL query.  I have no results, to show, as this query is taking too long to run.

Can someone please review the syntax of my Recent Consumption and Average Consumption fields and tell me if I'm doing anything wrong there?

The following is the synopsis of what data these two fields are intended to display:

Recent Consumption -  Sum of all Inventory Adjustments for non 70- and Sales Invoices for 70- items for the past 3 months
Average Consumption - Sum of all Inventory Adjustments for non 70- and Sales Invoices for 70- for the past 12 months divided by 4
FYI – This all means items that are prefixed by the designation “70-“.

Even if the amount in each of these two fields is 0, data should be displaying showing all items at IV00102.LOCNCODE (i.e. all items located at site 70).

Thank you!

John

select IV00102.ITEMNMBR AS [Item Number], IV00101.ITEMDESC as [Item Description], IV00102.LOCNCODE as [Location Code], 
IV40201.BASEUOFM as [Base U of M], IV00102.QTYONHND as [QTY On Hand], IV00102.QTYONORD as [QTY On Order],
IV00102.QTYONHND - IV00102.ATYALLOC as [QTY Available],
CASE WHEN IV00102.REPLENISHMENTMETHOD = 0 THEN ''
WHEN IV00102.REPLENISHMENTMETHOD = 1 THEN 'Make'
WHEN IV00102.REPLENISHMENTMETHOD = 2 THEN 'Buy'
WHEN IV00102.REPLENISHMENTMETHOD = 3 THEN 'Make or Buy' 
END as [Replenishment Method], 
CASE WHEN IV00102.ORDERPOLICY = 1 THEN 'Not Planned'
WHEN IV00102.ORDERPOLICY = 2 THEN 'Lot for Lot'
WHEN 

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1
Hi

I have created some simple custom fields and added them to my Account form. I wish to create a multi-selection dropdown field. Is this possible? I want to record the market segment that the accounts operate in and many of them operate in more than one segment. I have only been able to create a standard dropdown field so far - and I can only select one of the entries.

Thanks!
0
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I have dynamics crm 2011 and I need to add new items into one of the existing option set?

How to code the calls in web services? Or wcf.

We have it on premise.

Thanks
0
We want to disable some standard components from Dynamics 365 for Sales including Leads, Quotes and Products.

How should we remove these buttons from the ribbon menu to stop users from accessing them?

Best Regards

Andrew
0
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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We have always linked CRM with Sharepoint. Currently we have a CRM 2013 version that uses an iframe link to display documents related to a contact or an account.

This is the jquery in the container.

function Form_ontab()
{
if ((Xrm.Page.ui.getFormType() == 2 || Xrm.Page.ui.getFormType() == 3 || Xrm.Page.ui.getFormType() == 4) && Xrm.Page.getAttribute("new_accountidentity").getValue() != null)
 {
      var Iframe = Xrm.Page.ui.controls.get("IFRAME_docs");
      var Url  = Iframe.getSrc();
Iframe.setSrc('http://CrmServer/ssp/admin/Accounts/Forms/AllItems.aspx?RootFolder=/ssp/admin/Accounts/' + Xrm.Page.getAttribute("new_accountidentity").getValue());
}
}

function Form_onload()
{
Xrm.Page.ui.tabs.get("Documents").setDisplayState('collapsed');
}


My question is - when we move to CRM 2016 with Sharepoint 2016 will we still use this method or is there an integration between the two systems that will map previous contacts/accounts with their relevant files.

If the above is the only way to keep the docs with the contacts/accounts, how do I enable the iframe to show in CRM. At the moment, i am getting this message.

This content cannot be displayed in a frame
To help protect the security of information you enter into this website, the publisher of this content does not allow it to be displayed in a frame.
 
I have enable the address in HTML Field Security in sharepoint and try to add in
<WebPartPages:AllowFraming runat="server" /> to the master …
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We are on Microsoft CRM Dynamics 2013 ( 6.0.3.106) on-premise version and looking to upgrade to the latest stable version. Is there a migration tool available that will help us upgrade?
0
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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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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