Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: Choose the SOAP 2011 Option for Service Endpoint option. Step 3: Choose the Online Federation for Authentication Type option. Step 4: In the CRM Discovery Option copy the endpoint address from Settings > Customizations > Developer Resources > Copy Endpoint Address. Step 5: Paste this in CRM Discovery Section. Enter the Username and Password of your CRM account. Step 6: Choose the required organization from the dropdown. Step 7: Click on Test Connection and then OK after successful testing. Conclusion: Thus we have successfully created a connection with Dynamics CRM and we can now Integrate data using it a source /destination.
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Blog Post: How to create AX (D365 F&0) Connection in SSIS
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Forum Post: Plugin call Action Error "New transaction is not allowed because there are other threads running in the session"
Hi, I have Dynamics 365 V8.2 on-premise and I have sometimes an error "New transaction is not allowed because there are other threads running in the session" inside an asyn plugin when its calling an action. 1. I have an custom action based on account entity which will call SAP api to send crm account info to SAP 2. I have an async plugin trigged by updating a custom entity and then, it will update the a field on account entity and then call action in step 1 to send updated account infomation to sap. but sometimes , this plugin failed to execute with an error "New transaction is not allowed because there are other threads running in the session", and this error was threw when calling the action. it is very strange for me. this problem happened serveral times daily, abount 15%-30%. 3. I have a workflow which call the action in step 1, when the pluign failed to send info to sap, I will run this workflow manually and this workflows always works well, without any error. I have searched a lot and this error and I can not found any useful information. I have also add 3 times retry today but it does has 3 times failed with the same error. Thank you.
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Forum Post: Unable to use Relevance Search to find notes/attachments
Hi, I've configured the relevance search to look for notes and attachments. However, when I try to search using the file name or the title of the notes, it's still not showing up. Basically note entity isn't showing up at all. Any ideas? Any help would be greatly appreciated! Thank you so much. 1. Here is the record 2. Here is the relevance search setting enabled 3. Notes and Attachments added to the relevance search 4. Tried search for the note displayed on the first image, no result
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Forum Post: Error when opening certain Service Activity
When I open some of the Service Activities, CRM shows the following error. The record shows all columns in Advanced Find, and I can retrieve it by C# code. Is it a bug or something wrong with the data? Version: CRM Online
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Forum Post: RE: Error when opening certain Service Activity
What browser are you using?
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Forum Post: RE: Error when opening certain Service Activity
Thanks for your reply. Chrome, FireFox, Edge, Edge Dev all showing the same error message.
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Forum Post: RE: Plugin call Action Error "New transaction is not allowed because there are other threads running in the session"
There are a couple of things to check in your code: Do you use the IOrganizationService instance that is derived from the IPluginExecutionContext for all calls to CRM ? If you use a different method to access CRM in your plugin, you could cause issues as this would be considered a new connection and new transaction. If possible, you should always use the IOrganizationService instance that is derived from the IPluginExecutionContext. Do you make any calls to access or modify metadata in the plugin ? Metadata operations, especially when modifying metadata, run under a different SQL concurrency level, and this can cause issues. However, you normally get a different error in this scenario
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Forum Post: RE: Relevance Search on attachments
Hi, when you use relevance search to search on notes/attachments, are you still seeing the form you showed on your screenshot? Or are you seeing the regular CRM form? I'm trying to get it to show the form you see, but it keeps showing the regular CRM form instead, which doesn't show me the regarding field nor the actual attached file.
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Forum Post: Cannot Edit Workflows After Unified Interface Upgrade
Hello, I have created a test environment for our default solution in CRM that uses the new Unified Interface. When attempting to edit a workflow. I receive a vague error: Error An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support. Is there something I need to do to make this work?
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Forum Post: Emails from D365 CRM Online not synchronized with Outlook
Hi everybody, we have a D365 CRM Online Environment and Exchange Online. We can send E-Mails from CRM but it is not synchronized in our Outlook "sendet messages" folder. In my mind it should show in this folder, right? Thanks for help and best regards. Daniel
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Forum Post: Liquid: Using integer value in IF-Statement does not work as expected
Hi, I am applying the following custom Liquid sample code to a Web Page record: {% assign var_1 = 1000 | integer %} {% if var_1 < 0 %} Below 0 {% else %} It is 100 {% endif %} My expectation is, that the text 'It is 100' will be exposed, but it does not. Instead, the text 'Below 0' keeps getting displayed. What am I doing wrong here? Thank you.
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Forum Post: RE: Upgrade on-premise 8.2 to 9.0 errors
Made it a bit further this time. The import almost completes and then it fails with the following errors found in the log: "Could not update parent report link for the child report guid_of_report" & "Parent report already links to another report with the same name." I tried deleting all the reports on the target SRS server and importing again (after restoring clean db) and get the same error(s). I also see this error just before the report errors but I'm not sure which is causing the import to fail: "[12/12/2019 7:06:40 PM]: PackageDeployerWrapper: PackageDeployer reported status [Failed] during import: Failed to load solution Sales, version: 9.0.4.0076. See the log file. [12/12/2019 7:06:40 PM]: PackageDeployerWrapper: Logger LastError: Message: Importing solution threw and unforeseen exception"
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Forum Post: RE: Upgrade organization from 8.2 to 9.0 Failed with error : Failed to install package msdynce_Sales on attempt 1 .. PackageDeployerWrapper: PackageDeployer reported status [Failed] during import: Failed to load solution Sales, version: 9.0.4.0076.
Ever make any progress?
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Blog Post: Infrastructure: Forests, Tenants, Orgs, Environments, Software as a Service, Infrastructure as a service .. the Vocabulary noise is high
In case the world wasn't confusing enough we have new vocabulary and technical terms expanding at an ever increasing pace in the world of the Cloud. This causes even more noise when you start talking about Software as a Service and empowering the business user with their own "environment" or offering them a shared environment or simply adding to the default environment. What is an Environment ? "Each [Power Platform] environment is created under an Azure AD tenant, and its resources can only be accessed by users within that tenant. An environment is also bound to a geographic location, like the US. When you create an app in an environment, that app is routed to only data centers in that geographic location. Any items that you create in that environment (including connections, gateways, flows using Microsoft Power Automate, and more) are also bound to their environment’s location." https://docs.microsoft.com/en-us/power-platform/admin/environments-overview Now come to the table with the perspective of Azure IaaS, Infrastructure as a Service . A technical team that has numerous Azure VMs and an IaaS footprint. How do they add Software as a Service to their world and include connection between their new SaaS environment(s) and their existing IaaS environments? In the world of IaaS on Azure you have access to the Azure Resource Manager and Administrator portal. What is the Azure Resource Manager? "Azure Resource Manager is the deployment and management service for Azure. It provides a management layer that enables you to create, update, and delete resources in your Azure subscription. You use management features, like access control, locks, and tags, to secure and organize your resources after deployment." https://docs.microsoft.com/en-us/azure/azure-resource-manager/resource-group-overview In the world of SaaS the resourcing of azure is managed by the SaaS offering. In the Power Platform world we access most of the Azure management through the new Administrator Portal on Azure found at https://admin.powerplatform.microsoft.com or through each of the individual component/module administrator centers ( https://admin.powerapps.com/environments , https://admin.flow.microsoft.com/environments , etc.) What is an Azure Forest? "A forest contains domains, and domains contain other types of objects. This reference architecture creates an AD DS forest in Azure with a one-way outgoing trust relationship with an on-premises domain . The forest in Azure contains a domain that does not exist on-premises. Because of the trust relationship, logons made against on-premises domains can be trusted for access to resources in the separate Azure domain." SO when working with IaaS and SaaS it is helpful if you get them configured in the same domain. What is an Azure Domain? "Azure AD DS integrates with your existing Azure AD tenant, which makes it possible for users to sign in using their existing credentials. You can also use existing groups and user accounts to secure access to resources, which provides a smoother lift-and-shift of on-premises resources to Azure. Azure AD DS replicates identity information from Azure AD, so works with Azure AD tenants that are cloud-only, or synchronized with an on-premises Active Directory Domain Services (AD DS) environment. The same set of Azure AD DS features exist for both environments. If you have an existing on-premises AD DS environment, you can synchronize user account information to provide a consistent identity for users. For cloud-only environments, you don't need a traditional on-premises AD DS environment to use the centralized identity services of Azure AD DS." How about that! Software as a Service = An application or set of applications that is hosted (such as hosted on Azure) as a software offering. The infrastructure and hosting is mostly managed by the SaaS company. "Software as a service ( SaaS / s æ s / [1] ) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted . It is sometimes referred to as "on-demand software", and was formerly referred to as "software plus services" by Microsoft . [2] " Infrastructure as a Service = A hosted infrastructure (such as a domain in an Azure Data Center) where a company might have many services, virtual machines, and other functions, but most is managed by the purchasing company. "Infrastructure as a service (IaaS) is an instant computing infrastructure, provisioned and managed over the internet. It’s one of the four types of cloud services, along with software as a service ( SaaS ), platform as a service ( PaaS ), and serverless . IaaS quickly scales up and down with demand, letting you pay only for what you use. It helps you avoid the expense and complexity of buying and managing your own physical servers and other datacenter infrastructure. Each resource is offered as a separate service component, and you only need to rent a particular one for as long as you need it. A cloud computing service provider , such as Azure , manages the infrastructure, while you purchase, install, configure, and manage your own software—operating systems, middleware, and applications." https://azure.microsoft.com/en-us/overview/what-is-iaas/ Org or Organization = An individual instance of a Dynamics 365 for CE database
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Blog Post: #TGIF Episode 6: UI Flows (RPA) in Power Automate (Both desktop & web app)
Hello Readers and Viewers In this episode we will learn about the business use cases of robotic process automation or…
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Forum Post: RE: Emails from D365 CRM Online not synchronized with Outlook
If you send emails directly from Dynamics 365 using a server-side-sync. That email will not appear in your sent folder. If you want a record of the sent item in your actual outlook I suggest using the Dynamics 365 app for Outlook and tracking your sent emails using the app from your Outlook or bccing in all your emails going from Dynamics back to the original inbox.
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Forum Post: RE: Export to List
Possibly look at doing it in Flow (Automate). You can create a recurring flow, query to find your records, then add them to the body of an email. Someone had a good example of doing this with Opportunities where they would send an weekly email with a list of new Opportunities (think there was already a prebuilt Template in flow for it - and you could modify it to work with any entity not just opportunity) but I can't find the link - it was similar to this www.syvantis.com/.../how-to-use-microsoft-flow-to-automatically-send-a-weekly-email-of-open-leads-in-dynamics-365 (but the other one did a better job with the email)
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Forum Post: Order line Addresses
Hi All, I have a requirement to geographically Map order lines. There is a 1:N relationship between the Order entity and the Order Line entity that grabs the Ship To address from the created Order form and populates it into the Ship to section of the Order Line form. It seems to only be working "most of the time" and I can't put my finger on why it's not happening ALL of the time. I've tried a few different ways to replicate the issue, but I can't replicate the problem on my end. Does anyone have any suggestions as to why this might be happening? You can see on the image below, the Majority of the order lines have their addresses attached, but some just do not.
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Forum Post: RE: Simple calculated fields not working - Dynamics CRM 365
Hi, Once common reason for calculated field not working is if any of the field used in the calculation is null. Check the field invloved in calculation. Try for other records as well. Hope this helps.
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Blog Post: Crowe CRM for Banking – Know Your Customers and Grow Your Business
With a bank on every corner, and even in supermarkets, smart bankers are looking for ways to earn customers, increase revenue, scale down expenses, and remain competitive. Making wise use of technology is a good way to achieve these objectives. Microsoft Dynamics has long been at the forefront of ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) development. Crowe CRM for Banking , powered by Microsoft Dynamics 365, could be exactly the bank CRM software you need to propel your digital transformation. Why Crowe CRM for Banking? Your bank’s most valuable asset is your customers. Without them, you’d be out of business. Prioritizing customer experience is not just a good idea; it’s vital for continued success. Keep your customers happy, and they will repay you with their business and with referrals that can help grow your business. To serve your customers, you have to know more than how much money they have in your bank. Crowe CRM for Banking, built on Microsoft Dynamics 365, gives you a true 360-degree view of each customer with visibility to all customer touch points throughout the bank and actionable insights for improving the customer experience Know your customers Crowe CRM for Banking uses personalized dashboards to provide instant visibility into the data most important to you. A quick overview of opened and closed accounts helps you evaluate branch activity. Finer detail is available as you drill down. For instance: How did your customers open their accounts? Were they walk-ins? Referrals? Did they find your website? Do they prefer to bank in person, online, or by phone? These details could prove valuable in your goal of fully understanding your customers. What other insights can you gather with Crowe CRM for Banking? Deposits against performance goals shows not only the growth of new accounts but also the volume and type of accounts, a key performance indicator of your bank’s health. Managing expenses and bank revenue against the budget provides real time insights into your bank's operating profit. Measuring referrals shows how successful branch employees are at cross-selling other bank offerings. Operational dashboards provide a personalized workplace unique to an employee’s need for planning and managing their activities and tasks: upcoming phone calls or appointments, work items created by automated process flows, and other performance indicators such as customer referrals. Sales dashboards allow insight into the effectiveness of marketing campaigns and your sales pipeline when it comes to winning new business. Navigating through Crowe CRM for Banking is very easy because all of the main areas of the system can be accessed from the main menu. The 'active accounts' list view is always accessible. Locate your customer’s name, click to open their account record, and all the information you need is there. The account form provides a wealth of client information on a single screen. The summary tab displays your customer’s profile, including a financial summary, a timeline of interactions, and insights providing targeted intelligence. The relationship assistant signals actionable alerts regarding important upcoming events, tasks, and other to do's. Connections provide company contact information, as well as which bank employee is managing each relationship, and in what capacity. Bank products shows a history of all products and services that have been offered and accepted by each customer. The 'sales and support' tab allows you to create and manage upcoming activities, sales opportunities, and any support cases related to each account. Operational work items allows you to submit and manage workflows such as address changes, ACH transactions, and any other customer requests that require processing. The profile tab gives you a place to add additional details and history that may prove useful. Crowe CRM for Banking’s user interface is simple to navigate and provides an abundance of easily viewed information. LinkedIn integration allows you to view your customer’s LinkedIn profile for key insights that might help build rapport and personalize your conversations. The icebreakers tab shows the customer's highlights, shared posts, and published articles. Familiarity with your customers’ areas of interest will give you great ideas for conversation starters. The get introduced tab provides an opportunity to contact people in your contacts’ networks and their connections, simply by asking for an introduction. The related leads tab shows the recommended potential leads who have worked for the same company and have similar characteristics as your connection. Crowe CRM for Banking with Microsoft Dynamics 365 helps banks overcome strategic challenges. It helps establish a customer-centric business model, so banks can better anticipate customer needs and proactively deliver personalized service. It reduces the risk and consequences of human error by automating complex business processes. It increases bank productivity by reducing repetitive, time-consuming tasks. It provides the insights needed to increase sales with a proactive and data-driven sales and marketing strategy. Watch the Crowe CRM for Banking overview video : If you're interested in learning more about what Crowe CRM for Banking and Microsoft Dynamics 365 has to offer, contact our experts at Crowe . By Crowe CRM, www.crowecrm.com The post Crowe CRM for Banking – Know Your Customers and Grow Your Business appeared first on CRM Software Blog | Dynamics 365 . Related posts: How Banks Can Incite Employees to Track Referrals in the New CRM System 4 Important CRM Dashboards Every Banker Needs How the Right CRM System Helps Banks Identify Star Employees
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