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

Dynamics 365 Online 9.0.2, .

Is it true that since the Activity forms are shared we cannot create additional forms, what is the option to extend activity forms?  

We would like to  clean up shared Appointment and Phone Call forms.

Thanks
0
Angular Fundamentals
LVL 12
Angular Fundamentals

Learn the fundamentals of Angular 2, a JavaScript framework for developing dynamic single page applications.

In Microsoft Dynamics 365 for Sales, can Contacts be added directly to Campaigns (not Quick Campaigns) without being added to Marketing Lists first?

From the Campaign screen, it seems I can only find Marketing Lists to be added.
0
I'm setting up a project on MS Dynamics CRM 9 online to make it easier than running and storing advanced searches and doing mail merges (then running a workflow).  

I need to periodically, automatically or triggered manually, run a bulk merge of letters that should be generated and attached to each entity record upon creation.  I'm stuck 1) creating letters and attaching them to the entity records 2) generating a bulk mail merge from those letters.  

I've got CRM templates ready to go so I believe I'm prepared to link everything together.

I'm a basic to moderate level user and I haven't done any development in CRM so I'm not sure where to go next.
0
I am trying to use the code below to change the AutoNumber value in Settings.

(this code was obtained from:  https://community.dynamics.com/crm/b/hayersdynamicscrm/archive/2016/02/03/how-to-reset-auto-numbering-in-dynamics-crm-online)

According to the post, because the number is greyed-out, it can't be changed through UI.
But we can write a small console application to update it using SDK.

In my case, I want to update the  CurrentCaseNumber, but I need help developing a console application to do that.


 {"organizationid", "name", "currentkbnumber"})

    };

    EntityCollection orgs = service.RetrieveMultiple(qe);




    if (orgs != null && orgs.Entities.Count > 0)

    {

        var org = orgs[0];

        var organizationId = (Guid)org["organizationid"];




        // Creating a new Object to update. Set the  CurrentCaseNumber to your desired number

        OrganizationorganizationToUpdate = new Organization {  CurrentCaseNumber = 100000, Id = organizationId};

        service.Update(organizationToUpdate);

    }    
]

Open in new window

0
I am using Visual Studio 2013 and trying to connect to a CRM Online organization to develop a fetchxml report.  I have tried the unique organization URL (https://unique_org_name.crm.dynamics.com) from Settings / Developer Resources and also the URL that opens the organization online.  

Both URLs fail at the login form and cant connect.  I get the error below:

Unable to connect to data source 'DataSource1'.The connection to server "https://org123456.crm.dynamics.com " could not be established. Make sure that the connection string and credentials are correct, and try again.

Please advise
0
We are migrating an Onpremise D365 installation to CRM Online.  There is a report written in SSRS that needs to be converted to Fetchxml.  

The code is below, can someone point me to a resource to convert SQL to Fetchxml?  I have written Fetchxml from scratch but need assistance with the conversion.

<?xml version="1.0" encoding="utf-8"?><Report xmlns="http://schemas.microsoft.com/sqlserver/reporting/2008/01/reportdefinition" xmlns:rd="http://schemas.microsoft.com/SQLServer/reporting/reportdesigner"><Body><ReportItems><Rectangle Name="rectangle1"><ReportItems><Rectangle Name="rectangle4"><ReportItems><Textbox Name="txtFilterSummary"><CanGrow>true</CanGrow><KeepTogether>true</KeepTogether><Paragraphs><Paragraph><TextRuns><TextRun><Value>Filter Summary</Value><Style><FontFamily>tahoma</FontFamily><FontSize>12pt</FontSize><FontWeight>Bold</FontWeight><Color>#313336</Color></Style></TextRun></TextRuns><Style /></Paragraph></Paragraphs><Left>0.125in</Left><Height>0.25in</Height><Width>3.53125in</Width><Style><PaddingLeft>2pt</PaddingLeft><PaddingRight>2pt</PaddingRight><PaddingTop>2pt</PaddingTop><PaddingBottom>2pt</PaddingBottom></Style></Textbox><Textbox 

Open in new window

0
CRM 2013
Windows 2012

We are upgrading to Dynamics 365 from CRM 2013.  I am trying to check the web resources using the CustomCodeValidationTool_For_CRM2015 tool.

The tool imports as a solution but does not open as expected when I click on the installed solution.

Any ideas why this is not working or if there are other tools to check CRM 2013 code?

Thanks
0
I am having problems with Microsoft CRM crashing when my user does an activity. I am trying to capture her movements so that I can show Microsoft the issue. I found that inside the IE you can go into the F12 >> Network and track user movements. Would this work and would this be the most effective method?
0
In Dynamics CRM 365 On Premises, running on Server 2016 with an SQL 2016 backend.

We use Autotask for our primary client database, but I have a utility that exports all contacts for importing into CRM. These contacts will often be changing, updating, etc - sometimes improper information gets automatically attributed to a contact object due to our email-to-ticket system.

I would like to be able to import an updated contact set into CRM periodically, and have the information in the updated contact list update the existing contacts in CRM rather than the existing duplicate detection settings where it merely discards the new contact information when a duplicate is detected. I also don't want to disable duplicate detection and manually merge the contacts, we have thousands.

The end goal is to be able to bulk update any changes to our contacts but be able to keep any existing marketing metadata for that contact object. If I simply delete all my contacts and reimport, I lose all that metadata - including unsubscribe, etc. We are only using CRM for email marketing.

In other words, if $existingcontact.emailaddress = $newcontact.emailaddress, merge the contacts using the fields from $newcontact. If $newcontact.emailaddress does not exist, create a new contact object as normal.

Is there a built in mechanism that I am not seeing to accomplish this, or is there a third party tool that will help me accomplish this in some way?
0
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
HTML5 and CSS3 Fundamentals
LVL 12
HTML5 and CSS3 Fundamentals

Build a website from the ground up by first learning the fundamentals of HTML5 and CSS3, the two popular programming languages used to present content online. HTML deals with fonts, colors, graphics, and hyperlinks, while CSS describes how HTML elements are to be displayed.

I just started to get into Dynamics 365 and O365. I did notice whenever I add a customer into Dynamics it will automatically sync with my Outlook 2016. (O365).

Is there any way to stop the sync with contacts?

Thanks in advance!
0
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
Hi, I'm looking for a way to create an appointment recurrence pattern string in Excel.  Ideally I would like to be able to present the user with an outlook-style appointment scheduling window, enable them to set the required recurrence, and then output the resultant recurrence pattern string to a cell on the selected row in excel.   I don't want to do anything further with it at that point (such as create Outlook appointments etc.) - I just want to get the string written out onto the selected excel row

I imagine there are different standards of recurrence patterns - this is ultimately for use in Microsoft Dynamics 365, and follows the form (in this example, for a monthly recurrence) :

var recurrenceSettingXml = "<root><pattern><period>monthly</period><option>every</option><months every='1'><day>1</day></months></pattern><range><start> AGREEMENTSTARTDATE </start><option>endBy</option><end> AGREEMENTENDDATE </end></range><datas/></root>"

Open in new window


I'm trying to do this as I'm trying to improve the process of scheduling service visits within the Field Service element of Dynamics 365.  I've got things to a point where we can load in the majority of our scheduler data, but the recurrence pattern is still to be done.  I've considered creating a user form with various recurrence options on it, and then coding the construction of the string based on my interpretation of the format, but before I go down this path I was hoping that either MS have made an appointment form …
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
Exploring SharePoint 2016
LVL 12
Exploring SharePoint 2016

Explore SharePoint 2016, the web-based, collaborative platform that integrates with Microsoft Office to provide intranets, secure document management, and collaboration so you can develop your online and offline capabilities.

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
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

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
>