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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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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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What is SQL Server and how does it work?
LVL 1
What is SQL Server and how does it work?

The purpose of this paper is to provide you background on SQL Server. It’s your self-study guide for learning fundamentals. It includes both the history of SQL and its technical basics. Concepts and definitions will form the solid foundation of your future DBA expertise.

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?
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Hello:

According to KnowledgeBase article 930346, you cannot change decimal placement for line items that are in a Cancelled status on Closed purchase orders.  You can only change decimal placement for line items that are in a Closed status.

But, you cannot change Cancelled line items to a Closed status on Closed purchase orders.

So, how can you change decimal placement for these Cancelled line items, with regard to this "Catch-22"?

Thanks!

John
0
Points of My Scenario:
1. I am troubleshooting CRM Dynamics website failure, which occurred after 3 un-installable Windows updates (KB4025337, KB4022722, and KB4034679).

2. Users get the following error when attempting to connect to website: "This page cannot be displayed. Turn on TLS1.0, TLS 1.1, and TLS 1.2 in Advanced settings and try connecting to <https://website> again"

3. TLS 1.0, TLS 1.1, and TLS 1.2 were all always checked (turned on) in the Advanced tab of the Internet Options dialog box.

4. In IIS (on a Windows Server 2008 R2 SP1 member server) the "Microsoft Dynamics CRM" website bindings include http (over port 'wxyz'), and https (over port 'efgh').

5. Surprisingly, the "Browse *:wxyz (http)" link works, WHILE the "Browse a.b.c.d:efgh (https)" link  fails with the generic error "Internet Explorer cannot display the webpage"

6. When the user tests the non-SSL version of the website, (s)he gets the error "Not Authorized. HTTP Error 401. The requested resource requires user authentication."

7. The https (SSL) and the http (regular, unsecure) links are identical - so, whereas the https (SSL) link complains about the absence of settings that are truly present, http complains that the user is not authorized.


QUESTION: What shall I do next to troubleshoot/resolve this failure of the CRM Dynamics website?

I am grateful for any help I can get. :-)
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I have 2 problems, but they are inter-related.

MS CRM 2013 on premise, all functions on a Windows Server 2008 R2 VM with the SQL DB on a separate Windows Server 2008 R2 server.

1) Report Server not working as expected
2) CRM workflows stopped working.

CRM 2013 has been installed and working fine for years. About a month ago they wanted to start using reports, but the report server was never used or tested before. Tried to do some subscriptions and got the error message about credentials not stored. So I researched and at that time the SQL server was SQL 2008 standard. The requirements stated it must be at least SQL 2008 R2. So on Sept 4 I upgraded the SQL server to 2008 R2. Everything still working as normal after that but still no reports or subscriptions. Further research suggested that both the CRM server and the SSRS needed to be at 2013 SPM U4. The Server was 2013 SP1 U3 but SSRS was only 2013 SP1. So Friday afternoon I installed 2013 SP1 U3 on SSRS but it prompted for a restart. Well can not do that so waited until Saturday morning. At that time I restarted the SSRS server then installed 2013 SP1 U4 on the CRM server and on the SSRS server and both were restarted.

So, Monday morning I get an email saying all workflows failed after Friday afternoon.  I was told this AFTER I had been attempting to get reports to work by making some changes to the SSRS via the SQL Reporting Services Configuration Manager.

So, I need urgent help. First to get the workflows …
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Hello:

We have several items for which we need to conduct Standard Cost Changes, within Microsoft Dynamics GP.

GP will not let us do so, however, since there are unposted Purchasing Invoices remaining for these items.

Has anyone found an alternative method, perhaps, of conducting changes to Standard Cost for inventory items that are within unposted Purchasing transactions?

Thanks!

John
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Hi all,

I know next to nothing about Microsoft Dynamics CRM but we have a client that has this spread across 3 Windows servers and no longer have support for this but they've advised us that it's stopped working (getting the error "business management error - the user id associated with the current record is not valid) so i've checked all the IIS bits are running along with the services and want to go to the management console to check settings there but i can't seem to find any console or management tool/program at all ? Can someone tell me if there IS a management program (like management studio for SQL) where i can "manage" the CRM system ?
Hope this makes sense.
Thanks
0
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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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?
0
Hi experts

I had to change the SSL and service communications certificate in an Dynamics CRM AD FS server. The old one was sha1 and I was told to change it to sha2. So i first changed the internal signing CA to issue SHA2 certificates. Then I created a new csr for the communications certificate, and issued it from the CA. I imported the new certificate in the personal and trusted root certification authorities on the server, and then added read permissions in the private key for the AD FS service account.

Then I binded the new certificate to the web site in IIS and selected it as the service communications certificate in the AD FS managment console.

I followed this steps

https://social.technet.microsoft.com/wiki/contents/articles/2554.ad-fs-how-to-replace-the-ssl-service-communications-token-signing-and-token-decrypting-certificates.aspx#Replacing_the_SSL_and_Service_Communications_certificate

and this (the server is 2012 R2)

https://technet.microsoft.com/en-us/library/dn781428.aspx

I didnt replaced the token sgining and token decrypting certificates.

After restarting the active directory federation services and iis management service, the new certificate wasnt displayed. So i then created new certificates for token signing and token decrypting using powershell. Followed the steps to update both certificates using powershell

Set-ADFSProperties -AutoCertificateRollover $TRUE
Update-AdfsCertificate -Urgent

In the AD FS console, in the …
0
Windows Server 2016: All you need to know
LVL 1
Windows Server 2016: All you need to know

Learn about Hyper-V features that increase functionality and usability of Microsoft Windows Server 2016. Also, throughout this eBook, you’ll find some basic PowerShell examples that will help you leverage the scripts in your environments!

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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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
0
The Dynamics 2009 AX Batch Queue has several jobs that are recurring.  They were not running, therefore, other things were not happening Invoices, EDI ASNs transmitted, etc. How can I unstick the queue so that the jobs run.  This is the first time it's happened in a very long time. Usually everything runs without a hitch.
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I had this question after viewing How Can You Update an Activated Quote.

quote is in inprogress i need to change to open state and update a field and need to change status. i did the same getting error. Can you explain how you achieved.
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Hi,

I have received a requirement lately from the business asking to be able to bulk edit and assign records from a custom entity in one step/form. I discovered the bulk edit which is partly what we are trying to accomplish but it has some restrictions. In bulk edit, we are not allowed to change the records assignment to another user - as this is a business required field and I cannot change that. Also, the fields that we want to modify are spread out across the form. A dialog will only work for one record at a time and won't let me assign the file and a workflow will not gather user input so it is useless.

Is there a simple and better way of accomplishing this?

Please let me know.
Thanks!
0
Hi experts

I will be going for a crm dynamics nav interview (administrator) can someone please give me the most Common question they ask.

I will be administrating it only

Thanks for your help in advance
0
Hello:

I need to compose VB scripting for Microsoft Dynamics Integration Manager for GP 2015.

Specifically, I need to write a script that will pull all lines of detail into the Note field--not just one line of detail.

This is not the standard "CurrentField", "SourceField" scripting.  I need scripting that will directly update the SY03900 table in SQL.

Any help would be much appreciated!

Thanks!

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
0
Try to find a way to call API on crm.
I need simple API call with just reading leads entity

I need simple codes example. Those msdn codes do not work to me.

I already installed sdk and have cloud account.

I can even send you the login and password and u can try to call.

Thanks
0
Efficient way to get backups off site to Azure
LVL 1
Efficient way to get backups off site to Azure

This user guide provides instructions on how to deploy and configure both a StoneFly Scale Out NAS Enterprise Cloud Drive virtual machine and Veeam Cloud Connect in the Microsoft Azure Cloud.

Hello, does anyone has an simple way do a data migration from on premise dynamics crm to dynamic crm 365.
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I have dynamics crm 2016 or 365 cloud
N I want to consume web API and see how it works.
I already download sdk n create web project.

All I need is to read lead entity. I have tried many time to ask this question and never find answer with code that is working.

Please help
0
I'm looking for a customer information manager, very simple, you have the option add or view customers information

regular name , phone, email etc... I know the big CRM's have that option but im looking for only client's information very simple.
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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Hello:

A Microsoft Dynamics GP 2015 R2 client of mine is having an intermittent issue where strange characters appear, upon typing.

UAC is disabled.  Also, the issue is happening for more than one user.  The users are reporting that specifically "double boxes" are appearing, upon typing.

Again, the issue is intermittent.  Any ideas?

Thank you!

John
0
I have this set of code that I want to fire when the user clicks 'Transfer' under the 'Actions' Button on the sales transaction entry screen. The problem right now is that this code fires the moment the user opens the screen. How do I get it to fire only when the user clicks the 'Transfer'  under the 'Actions' button?
---------------------------------------------------------------------------------------
 /* Register a click event for the Actions->Transfer click */
            try
            {
                sopEntryForm.SopEntry.ActionButton.Change += new EventHandler(ActionButton_Change);                
            }
            catch (Exception ex)
            {
                string eMsg = "004: ERROR: " + ex.Message;
                if (stackTraceWanted) eMsg += "\n" + ex.StackTrace;
                MessageBox.Show(eMsg);
            }
----------------------------------------------------------------------------------------------------------------
        /* Method to handle Action Button change event */
        private void ActionButton_Change(object sender, EventArgs e)
        {
            switch (sopEntryForm.SopEntry.ActionButton.Value)
            {
                case 0: MessageBox.Show("I clicked Transfer");
                    break;
                case 1:
                    MessageBox.Show("I clicked something else");
                    break;
                default:
                    MessageBox.Show("I think, therefore I am!…
0

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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Microsoft Dynamics