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.

Share tech news, updates, or what's on your mind.

Sign up to Post

We have upgraded CRM 2011 to Dynamics 365 8.2.2.112 On-Premise. Now users are reporting that they are unable to see their emails in D365 after set Regarding from Outlook.

Outlook says the email is set regarding an account but we can’t find it tracked in D365 (screenshot below).

Users have to save an email after doing Set Regarding (which was not required in CRM2011).
 
Is there a way to eliminate the need to save the email when using Set Regarding?

Thanks
0
Cloud Class® Course: CompTIA Healthcare IT Tech
LVL 12
Cloud Class® Course: CompTIA Healthcare IT Tech

This course will help prep you to earn the CompTIA Healthcare IT Technician certification showing that you have the knowledge and skills needed to succeed in installing, managing, and troubleshooting IT systems in medical and clinical settings.

Hi,
I have created an application under Microsoft Azure. And when i try to do OAuth for my Dynamics 365 account which has the same login id it works.
I think even any user under the same organization will be able to do OAuth.
Then i created one more dynamics 365 trial account which has a different organization and then tried to do OAuth for the application.
It errored out. Here is the error i got :
dynamics-error.pngI want to create an application that anyone using dynamics 365 will be able to use.
Is it possible ? how do i make the OAuth work here. As the application is in different directory and the User doing OAuth is in different.

Please suggest.
Thanks
0
Upgrade: CRM 2011 to Dynamics 365

I am working on setting up server side sync for a Dynamics 365 server.  I have access to the email router settings from CRM 2011 so that I can use the Email Router migration tool.  

I am able to open the active mailboxes in Email Configuration but when I run Test and Apply nothing happens.  It does not show failures or success, just not run

I have also tried Approve but there are no Alerts

Any assistance would be appreciated.
0
Has On-Premise licensing changed for 365?
It was an honour system before as there was NO licensing manager.
Can you actually add licenses to the On-Premise 365 installation of again do you need to use Dynamics CRM within what you have on paper?
Microsoft being very bad and clarifying this with me... what a shock :)...

Many thanks in advance

R
0
We are noticing some really odd slow down when we use our ERP system ( hosted inside our networks) and syncing using Smart Connect with Dynamics 365. When a user enters information into our ERP system schedulers are run every 5 minutes through smart connect and ideally should update the Dynamics 365 pages at its slowest 5 minutes or so, but the updates at times are taking 10-30 minutes to populate back to the Dynamics 365 page.

Is there any software I can monitor the passes through and see at where process the times takes the longest. It could be how our smart connect is configured however there are too many variable right off the start.

Our ISP is 10mbs\10mbs. with a Sonicwall Firewall in between.
0
Hi,
I am building an integration for Microsoft Dynamics 365 especially for Sales product in it.
The plan is the following -
Any user within a company who is using Microsoft dynamics 365  can install my application. My application i have registered on Azure portal.
After doing OAuth for a particular user i intend to send him data for example the number of leads created in last month etc..
For this i will use the dynamics 365 Web APIs.
My question is will any organization be able to use it ?
Does any application registered through microsoft Azure portal allowed to do OAuth for any dynamics 365.
And will Microsoft dynamics 365 CRM allow to use the web APIS to access its data.

As i see that there are many versions of Microsoft Dynamics 365.
I have doubt regarding this.
I have also heard about developer service account.. Where does that fit into here.. If i have to build such an application.
Thanks
0
I have one user of 35 that the Microsoft Dynamics CRM client for Outlook is disabled. It will not re-enable. (Outlook, Tools, Trust Center, Add-ins, COM add in) All other users are working find. If I have the user log onto a different computer (roaming profile) the problem follows her so it is not anything about the computer or installation, it is something in her profile.

Has any one experienced this and knows of a fix?

Can I just delete her Outlook profile and rebuild that, or do I have to delete her user profile and rebuild that?

Windows 7 Professional
Outlook 2007
CRM 2013

PLEASE no posts about upgrading.
0
Hi,
How do i just fetch the number of accounts created after a given date using the dynamics 365 web apis...
The normal way to do this would be https://directi123.crm8.dynamics.com/api/data/v9.0/accounts/?$filter=createdon gt 2017-04-01&$count=true
But the problem with this is it returns all the data. I only need the count.. And dont need any of the data...I can although restrict it to just one element by specifying $select...
Is there any way to use the filter element also and to just get the total count...

Thanks
0
Hi,
The microsoft application registration page shows only Microsoft Graph Permissions. But i want to fetch dynamics 365 leads data...
AS i understand microsoft Graph is for different purpose so does that means i cannot fetch leads data from dynamics 365 using microsoft application registration page ?
Here is the page i am talking about - https://apps.dev.microsoft.com/#/application

Thanks
0
Hi,
On Microsoft Application registration page. There are following platforms available :
Whats the difference between them. If I want to create an application that could fetch data from dynamics 365 which one should i use

Screen-Shot-2018-04-19-at-5.29.51-PM.png
Thanks
0
Cloud Class® Course: Microsoft Windows 7 Basic
LVL 12
Cloud Class® Course: Microsoft Windows 7 Basic

This introductory course to Windows 7 environment will teach you about working with the Windows operating system. You will learn about basic functions including start menu; the desktop; managing files, folders, and libraries.

Hi,
Whats the difference between home.dynamics.com and organization.crm8.dynamics.com
I am able to log into both with the same id.
Also how to navigate from one to the other...

Thanks
0
Hi,
Whats the difference between Microsoft graph API and dynamics Web API.
Is graph some latest thing...
And does it have everything to fetch details for dynamics Web API.
Thanks
0
Hi,
I need to get the following information using dynamics web API  -
Accounts:
Contacts:
Leads:   no. of leads created
Opportunities: no. of opportunities created
Appointments completed:
Cases completed:

Please suggest the web api for dynamcis to use and also the scope to use to fetch the accessToken
Thanks
0
HI,
I am making the call organisationUri/api/data/v8.0/contacts GET request through postman -
Screen-Shot-2018-04-17-at-2.20.10-AM.pngScreen-Shot-2018-04-17-at-2.20.23-AM.pngGetting invalid auth token.
what could be the reason for that..
The authToken is not expired becasue i generated a fresh one.
Also i request authToken with the scope - Directory.Read.All Directory.AccessAsUser.All offline_access User.Read
could it be because of the scope that i am using .

Thanks
0
Hi,
I am using OAuth for Microsoft dynamics CRM.
For some strange reason its not returning accesToken when i used a refreshToken to generate a new token.
Its only retruning refreshToken and idToken. What could be the reason for that ?

Here is the screen shot of postman request -
Screen-Shot-2018-04-15-at-8.03.14-PM.pngScreen-Shot-2018-04-15-at-8.03.32-PM.png
Is this a valid OaUth protocl response ??

Thanks
0
Dynamics AX 2012: unable to override permissions at the field level.  When I change permissions on a specific field, it maintains the permissions level of the table itself.
0
Dynamics 2016, SQL 2012

How do I restore the toggling between form types for an entity.  Our accountant was fooling around the quote form and now it no longer allows you to switch between the Information form and his Test Form.  It is locked when you create a new quote on the Quote-Rack form type.

We are in a testing stage and this is stopping from moving forward.  Screenshots below.  I want to restore the Quote form to toggle liked the Lead form shown below.


Quote: Form type locked

Quote: Form Type Locked
Lead: Form Type toggles
Lead: Form Type Toggles
0
Hi,
I opened the trial version of Microsoft Dynamics CRM and the url is https://flock.crm8.dynamics.com
I couldnt find here how do i create a webhook on this page.
Also i want to create a webhook programmatically.. So that i just hit a url providing the webhook and related configuration and it gets created.
The reason i want to do is create my custom Application which will be plugged into a chat app. And so users of CRM can create there custom Webhooks from inside the chat app and messages like any new activity will get delivered into their chat pane.

Please help me in finding out how do i create a webhook programmatically through java code into the dynamics CRM.
On their docs page https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-webhooks#register-a-webhook
They mention Use the Plug-in Registration tool to register a webhook. To get the Plug-in registration tool, see Download tools from NuGet.
Which anyways i dont need as i need to configure it through code..
Also I couldnt find this tool on the trial CRM version.. Dont know if i have to add something for it..

Thanks
0
Just got up on the dynamics crm 365 cloud and want to get some helps how to get start from basic set up configuration to creating entity.
0
Introducing Cloud Class® training courses
LVL 12
Introducing Cloud Class® training courses

Tech changes fast. You can learn faster. That’s why we’re bringing professional training courses to Experts Exchange. With a subscription, you can access all the Cloud Class® courses to expand your education, prep for certifications, and get top-notch instructions.

We use dynamics crm 2013 N want to download the industry template and look like it is All gone

Do anyone have a copy I can get to download?
My hope is to get the life insurance template

Thanks
0
CRM 2011 to Dynamics 365 Upgrade

I have completed the Development upgrade using in-place upgrades to go from 2011 to 2013 to 2015 to 2016 to 2016.8.2.  This will remain the Dev server,

There is a Windows 2016/SQL 2016 server configured to be the Production server.

When I pull the Production bak file from the current CRM 2011/SQL 2008 system, is there a way to go directly to CRM 2016/SQL 2016 without going through all the version jumps that I did on the Dev servers?

It seems that since I have a CRM 2016 Dev server, there may be a way to update the CRM 2016/SQL 2016 servers with latest Production data to cut over.

Thanks
0
Integration to MS Dynamics on the Cloud?
Hi Gurus!  I'm looking for information regarding integrating to MS Dynamics on the cloud.  I am looking to extract data from tables and load it into another application.  Has anyone done this?  Can you point me in the right direction regarding researching etc.?  I'm also looking for a list of the MS Dynamics tables etc.  This is a READ ONLY exercise.  No updates to MS Dynamics.  The cloud environment scares the hell out of me so recommendations are much appreciated!

Cheers,
Cheryl
0
We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software.  The CRMs are:
  • Salesforce
  • Microsoft Dynamics

The data to be integrated includes:
  • Contact information (name, address, phone number)
  • Billing information

At the moment, the data needs to be manually entered in both systems which is time consuming and error prone.  We're looking at two options at the moment:
  1. Develop our own system using the APIs to integrate the data
  2. Purchase an integrator to assist us in what can often be a messy job

We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.

So the question is:
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?

What integration software would you recommend and why?
0
I have xml and I want to use xsl to capture
All of the value from xml to populate the field in PDF

How can I do that in c#?

Thanks
0
Microsoft Dynamics Great Plains 9.0 will not start on the server.  GP 9.0 installed on a server and was running properly with two clients computers.  One client computer died.  Installed client on another desktop.  Client Install appears to have been successful.  The client sees the server, the database and accepts "sa" or a user's login. Then the Client has to shut down because its version is not the same as on the server.  The GP_Login Errors.log lists the products that are not the same version.  

MS Dynamics GP Database version 90274 Client version 90114
Advanced Security db ver 90258 client 90114
Cash Flow Mgt db ver 90258 client 90114
Smartlist db ver 90258 client 90114
PO enhancements db ver 90258 client 90114
Report Scheduler db 90258 client 90114
Field Service db ver 90264 client 90114
Excel-based budgeting db ver 90258 client 90114

I can't get the program to open on the server to try and push out client updates.  When I try to run GP or GP Utilities, Distributed Process Manager opens, but it does not have any options to select except "Close."

Also, DPM shows up on the taskbar, but will not maximize.  If I run task manager, I can "switch to" it, but the only option available is "close."  

I have tried running GP or GP Utilities from a remote connection and on the server itself.  The result is always the same.

Currently, do not have access to the other client computer.

I've searched here and on the GP KB for possible fixes.  

I already know…
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.

Top Experts In
Microsoft Dynamics
<
Monthly
>