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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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Dynamics 365 CE, 9.1.0.299
Mobile applications

I am having a problem configuring Views just for mobile.  If I select the Custom Mobile App in Dynamics 365 (see below), deactivating a view affects all other areas in the sandbox.

Is there a way to change the view list just for mobile?


Dynamics 365
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OWASP: Forgery and Phishing
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OWASP: Forgery and Phishing

Learn the techniques to avoid forgery and phishing attacks and the types of attacks an application or network may face.

Hi

Having an issue with where AX on RDS servers hangs oris just just sluggish.

AX Setup
Dynamics AX 2009 with SP1 Rollup 8.
One SQL server and one AOS server. Both with ample resources.

RDS servers:
Physical servers and both with 64GB RAM, CPU 2 sockets 16 Core.
Standalone, no HA or failover.
Standard setup where users have to login to access applications.
AX and all other applications is installed correctly.
There are two different RDS setups, the 2008 R2 server has relaxed security and the 2012 R2 is clamped down. Users on both complain that AX is slow.


2/3 of the users is located in branch offices. All of them access AX from a RDS server. 2008R2 and 2012 R2, depending on which company they belong to.
Most of them complain that AX is sluggish, lags behind, hangs and is generally just slow.

1/3 of the users is on the same locations as our AX servers, and accesses AX from their own computer.
They experience very little lag and performance is fine.
However, if they work from RDS server when they are home or other places, they complain that it's slow and lags.


I'm really not sure where to start looking, other applications is working fine on the RDS servers.
Bandwidth, server resources, all that looks fine and the more I research the issue the RDS servers seems to be the cause.
Any ideas on what typically could be the culprit or if there is a way to optimize AX client on a RDS server ?


Regards.
1
Visual Studio 2015, SSDT, Report Authoring, Windows 10

I am having a very difficult time getting my VS2015 installation to include SSDT and Reporting Authoring Extension (for Fetxchxml).  I have tried suggestions from the web, Stack Overflow and downloaded several versions of SSDT and Report Authoring Extensions.  I have uninstalled versions that didnt work, rebooted and tried again.

I am thinking that if I can get the versions from someone where all three components are working on Windows, I should be able to get this working.  I have had this working on other laptops, older versions of VS and other operating systems.

My environment is:
Dell Latitude i7 | 64-bit processor | x64 processor
Windows 10  | Version 1803  |Build 17134.167
Visual Studio Professional 2015  | Version 14.0.25431.01 Update 3

As for SSDT, not having a lot of problems installing this; it is where I try to install the Report Authoring Extensions that I encounter problems.  I am able to get the RAE wizard to run (to failure) using the advice from this link: http://meganvwalker.com/creating-fetch-xml-reports-using-visual-studio/

When the RAE install fails it tells me that SSDT is not installed; I have tried many versions of SSDT, SSDT-BI, BIDS and Report Authoring starting with the VS2015 versions (and earlier versions).

I am just spinning my wheels.

Thank you.
0
Dear expert

We are having problem with list component of CRM dynamic 365. Its a old product with no longer has support of MS, its a ActiveX frame based program that you add into the CRM sites, now we having two diffirent problems.
1. Chrome is not working to start the list component (That is because Chrome is not supporting ActiveX without a plugin), IE shows a frame error with red cross, however this works after you checked view content in compatibility view.
2. System is slow, very slow, its a 8GB Ram and 2 cores cpu powered.
We dont know how to debug CRM and check every lines and process with that is it that is causing those problems.
Any idea?
Thx
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We are in the process of migrating from Microsoft Dynamics Ax 2009 to Ax 2012. In our Ax 2009 environment we have 3 AOS's in a load balanced cluster.

AOS 2 & AOS3 are both configured in the server configuration utility to point to a share on AOS1 for application files. I believe this is to ensure that all AOS's use a common application to prevent issue due to version or synchronization.

I do not see this option in the Ax 2012 server config utility, or find details online. Is this no longer recommended/an option in 2012? Can anyone point to a reference detailing the change? Is the issue handed otherwise?

As I'm trying to build out the new environment I would appreciate your expert responses.
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We use Dynamics 365 online and have one question.

Assume all of the users are insurance broker. and each insurance broker has mulitple states of license (from CA to NY).
Where should the list of license store? I do not want to create custom entity because the license cost will go up.
and I also do not want to hard code state name as field like LicenseCA, LicenseTX. It is going to very hard to manage.
It will be the best to use one of entities that have 1 to M relationship to USER entity. But I do not know which ones should be used.
Please helps.
0
We want to start working with econnect of dynamics gp wanted to know if any EE has any experience in this tool advice us how to start learning it.
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When printing from Dynamics Great Plains 2018 end users experience an issue when printing to a SAVIN MP 5055 copier when posting to financial ledgers.
The jobs seem to get stuck in the print queue and throw an unspecified "Error Printing - Restarting" error.

Other print job in Dynamics GP print without an issue. And printing to a different printer does not have this issue

Have tried multiple PCL6 and PCL5 drivers and modified the spooling settings for the printer to no avail.

Any suggestions out there?
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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
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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.
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Rowby Goren Makes an Impact on Screen and Online
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Rowby Goren Makes an Impact on Screen and Online

Learn about longtime user Rowby Goren and his great contributions to the site. We explore his method for posing questions that are likely to yield a solution, and take a look at how his career transformed from a Hollywood writer to a website entrepreneur.

I have Workstations here are Win 10 Pro and office 365 in which I use MS Sharepoint and MS Dynamics.

Often when using these I use google chrome as the browser and often I am asked to sign in with my office 365 account this may happen 5 times a day.  
One of the staff at site say if you want to open a word doc and don't want to get prompted by sign in just open a blank document before hand and it works.  
Is there a way to correct this.  I have tried to add an entry into the credential manager and turning off local firewall.  I do know it does work most of the time through MS Edge.
But most staff like chrome.

Cheers :)
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);

    }    
]

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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
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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 

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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
Introduction to Web Design
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Introduction to Web Design

Develop a strong foundation and understanding of web design by learning HTML, CSS, and additional tools to help you develop your own website.

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>"

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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 …
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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
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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

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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