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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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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
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
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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 :)
0
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
0
Anyone aware of any connection or sync products that will connect to/communicate with Microsoft Great Plains Dynamics and eCommerice and shopping cart websites like woo-commerce, Abante cart, Presta Shop, open cart, magenta, etc. Is there some kind of standard protocol in place that I should be looking for in evaluating any potential solutions? The idea is to be able to either download any orders from a website to Great Plains or to have Great Plains via a connector/sync app to connect to the website and downlaod orders and requests for information.  Thank you.
0
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. :-)
0
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 …
0
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
0
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
We have a new installation of MS CRM 2011. All of the Rollup Patches have been applied to the installation. The built-in administrative account works fine. We added our first user. However, when we open us the user (a local Domain User), it shows a scaled-down interface. We cannot do anything with the use. We want it to be able to access a calendar, add Tasks & Appointments, etc. When we try to do anything with the user we get the error message "An error has occurred". "Try this action again ...". When we try to deactivate the user, the same message. We understand that we cannot delete the user. Since we cannot deactivate the use we're stuck in a catch 22 loop. We tried re-adding the user , but we get the message that the user already exists. How can we modify the user in question so that it is usable? Screen shots attached.
CRM-2011-1.jpg
CRM-2011-2.jpg
CRM-2011-3.jpg
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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.
0
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
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?
0
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.
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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