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Options for accessing Dynamics data

September 25, 2015, 11:51 am
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I'm trying to find out the basic options for accessing Dynamics data externally.

Ideally the code we develop should be able to access either a hosted or a local Dynamics installation.

I can see there are REST option and this kind of thing: https://msdn.microsoft.com/en-us/library/jj602979(v=crm.5).aspx

Some idea of the effort difference too between a C# solution and a Java solution would be of interest.

We're basically aiming to write a Windows app (console or GUI, possibly Service) that can poll Dynamics for certain types of data, and then make REST calls to another system.

We're aiming to keep some other system in-sync with certain types of data in Dynamics, we could write a plug-in but unsure overall of the trade-offs between these two approaches.

Many thanks.

Korp

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Red Vertical Lines

September 25, 2015, 12:07 pm
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One Record on Account has red vertical lines. Any of you seen this before?

Thank you

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Best (or recommended) approach to store (cache) configuration data

September 25, 2015, 12:10 pm
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I was wondering about the different ways people may handle configuration data in CRM.
Here are the challenges that I see (and I’m still looking for a solution):

  • Create a dictionary (key value pairs) that can be made available to plugins.
  • Cache this dictionary somehow (one user request can trigger dozens of chained plugins and would be a waste to submit all these requests to retrieve the exactly same data).
  • It should be easy to maintain

I came across these blog posts where the authors mentioned Actions.
I love them and I see many different cases where they are a good fit but not for this one.
Some downsides:

  • In a large application we can have 100+ keys and the Auction UI is not ideal to manage this volume
  • In order to change one single value the whole application needs to be stopped. Prior to edit an action you need to deactivate it. During that time all plugins will fail. This is a huge deal in a large/busy environment.

Dynamics CRM documentation mentions lightweight queries when it comes to metadata.
From MSDN:

“You do not have to cache this data because you can use the Microsoft.Xrm.Sdk.Metadata.Query classes to retrieve this data directly from the Microsoft CRM application cache.”

I’m not sure what they mean by “Lightweight” query, when looking into a profiler you can see the database is still hit after you submit a metadata request. Perhaps it is just looking for versioning info and this could be where the lightweight comes from?

Anyways, sounds really cool and we could leverage it if only we could add a custom metadata property to an entity, something like “MyData”. Since it is metadata the “Application Cache” would cache all metadata properties (such as “CanCreateViews”) and include “MyData” to it. Sounds too good to be true so we probably can’t do it.

The most appealing approach (from usability point of view) is still storing the configuration on an custom entity but that brings the question: how can we cache it?

Thanks in advance for you comments and/or suggestions.

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Project Accounting "Combined History" SSRS Report error

September 25, 2015, 12:21 pm
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This report runs fine if generated for one Cost Transaction Type at a time.  But, if I select "All Transaction Types", I get this error.

An error has occurred during report processing.  Query execution failed for dataset 'dsCombinedHistory'.

Does anyone have a fix for this?  It's called Combined so we should be able to get all expense types on one report.

Thanks!

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email router stuck issue:

September 25, 2015, 12:25 pm
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For the some reason, when I try to test acess. Email router test access stays stuck on testing. Any ideas?

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Employee hour scheduler / AX 2012

September 25, 2015, 12:28 pm
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Is there a way in AX to enter employee hour schedule in AX? Is there a document available?

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Get data of N:N relation in Report from Report Wizard.

September 25, 2015, 12:58 pm
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Hi All,

Just want to know that :

I have two Entities Cases & Countries. Countries is custom. Cases Entity have N:N relation from country.
From Report Wizard if i create report then is it possible any to get data of countries associated for case in Report  case wise ?

Please Suggest.

Regards,

Kamran

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AP check reprint

September 25, 2015, 1:02 pm
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Hi - I printed a batch of checks, but they were directed to print on screen, rather than the printer.

How can I get them to reprint?

thanks!

Kim

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AA in Management Reporter

September 25, 2015, 1:23 pm
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I have a client that has 4 companies in GP.  They only want to use Analytical Acctg in only one company.

Is this possible.  and if so can they then create consolidated financial statements in MR?

They are using GP2015R2

Thx!

Rachel

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How to earn points for 'Level' badge?

September 25, 2015, 1:24 pm
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I understand that the points gained for this badge are based on specific activities in the Microsoft Dynamics Community. What are these activities?

 

I know that:

 

1 point Problem Solver = 20 points Level

1 point Troubleshooter = 10 points Level

 

I have seem that some members of this Community has only the 'Level' badge without any other badge, how did they get 'Level 5' without having any other badge?

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Dynamics CRM Products - how do I show the Product Price in a view?

September 25, 2015, 2:00 pm
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From what I can tell the prices are stored as "Price Line Items". However in the advanced find for Products there is no relationship to a Price Line Item to get that amount.

Price Line Items itself is unavailable in an Advanced Find.

Can anyone point me in the right direction? Thanks!

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How to delete a manually created numberseq

September 25, 2015, 2:09 pm
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Hi,

I have an uneditable master table and new records must be inserted only through New Button.

A dialog box is called in new button\clicked method. Dialog has two string fields, (Name and Description).

After the fields are set and clicked OK,

I have to insert the record in the master table.

ttsBegin;;

        WorkStation.clear();

        WorkStation.initValue();

        WorkStation.StationName     = dlgStationName.value();

        WorkStation.WSDescription   = dlgDescription.value();

        numberseqId                 = NumberSeqReference::findReference(ExtendedTypeNum(SMCStationId)).numberSequenceId;

        numberSeq                   = NumberSeq::newGetNumFromId(numberseqId);

        WorkStation.StationId       = numberSeq.num();   

if(WorkStation.validatewrite());

                WorkStation.insert();

ttscommit;

But if the validation is throwing error, the numberseq created is not reverting back.

Could someone explain me how to revert the numberseq?

 

 

Thanks,

Lakshmi

 

       

 

 

 

    

 

       

 

 

 

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Can an item be Non-Inventory and Gasoline at the same time?

September 25, 2015, 2:15 pm
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Our store currently carries a few items that we sell in bulk. In order for our pricing to work out we need to go 3-digits past the decimal. (.084 per pound for example) These are also items we use to make other products that we sell. Therefore, we don't really want them to be "Inventory".  I don't want to have to deal with the notification of being out of stock all the time just to get the thousandth of a cent. Any ideas on how to make this work?

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Smart List discrepancy

September 25, 2015, 2:18 pm
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I created a account transaction smart list and a GJ entry appears twice in the smart list but only once when I print a detail trial balance. How can I get these two reports to agree? Thanks, Scott

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Is there a way to change Management Reporter time out time and Data Mart update time and etc.

September 25, 2015, 2:31 pm
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1. I need to increase Management reporter time out time, where is the time out setting? I didn't find it in MR Configuration Console.

2. Currently Management Reporter Data Mart is updated every 4 minutes. How and where to change it? I didn't find it in MR Configuration Console either.

3. What is going to happen if user run a MR report during MR data mart updating? 

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Advice for Complete Store inventory

September 25, 2015, 2:46 pm
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Hi Everyone, 

    I work for a retail company here in Memphis, TN. We recently moved over to POS system (were using the old samsung cash registers before) and we are about to do our complete inventory for the first time for all our stores. We have about 18 stores right now. We are running RMS on our systems, integrated by a cloud computing software known as Opsuite (created by Positive technology). RMS HQ has been replaced by Opsuite.

  My main issue right now is handheld devices. So far, I've done some inventory on my own, using RMS PI directly or even scanning all items on an excel and then importing, but I want to see if there are some good devices that I can use that would directly sync with RMS and prompt me if there is an invalid/non-existing item that I just scanned, that way I can tag it. Or if there even is a device that will save everything I scan in a CSV file that I can later extract and import into RMS? I was reading about the motorola MC-55 and MT2000, but I'm not sure how exactly they work. Do they connect to my RMS database? Or do they collect the data and then I import it? Couldn't get much from the manuals that I read. 

I'm new to this, and I'm the one who has to figure all this out. Any help would be greatly appreciated. Any tips on how I should begin counting so that I don't make mistakes would be great too. 

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Phantom Pay Codes - GP2013

September 25, 2015, 2:46 pm
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I am a perennial newb when it comes to GP due to my lack of exposure, but as I do find most of my answers here, I'm hoping you all can help with this.

When we run an "Employee List by Pay-code" report and an "Employee Wage and Hour" report for the same time frame on the same employee, there are pay-codes which do not appear on the Wage and Hour Report.  This causes the results to not match.

This is further compounded by the fact  that these pay-codes do not appear in the Employee Pay-code maintenance window (inactive or otherwise)

If I look at the transaction history however, they do appear.  

I would very much like to get the same wage information from two reports which appear to be listing the same info.  Help? Thoughts?

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AIF Document Service Error

September 25, 2015, 3:01 pm
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I am having an issue after adding fields to one of the table. A Document service is responsible for uploading data into this table. I have followed Technet link to update the service https://msdn.microsoft.com/en-us/library/ff628056(v=ax.50).aspx However, I am getting the following error on new fields after updating service:

The tag '/RMaxSalesOrderService/SalesTable/COName' is not allowed; it must be removed or marked null.

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Main Account Report for Suspended and Allowed for Manual entry

September 25, 2015, 3:11 pm
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Hi all,

I was wondering what's the easiest way to have a report to show main account information along with all its attributes, or at least the Suspended and Allowed for Manual Entry status.

Thanks!

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questions about display Company Code in Trial Balance form

September 25, 2015, 3:18 pm
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I have a Financial dimension set which is Company + Main Account + Department. But the company codes were not showing on the Trial Balance form (GL >Common >Trial balance).

I thought that's because our account structure doesn't have company segment. So I added company segment into existing account structures. But it didn't seem to fix the problem. Company column still shows blank.

1. How to make the company code display on the Trial balance form?

2. can I add new segment to existing account structure?

3. Is that ok for account structure not to have Company segment. How does it affect consolidation? Meaning how can I know the balance in Trial balance form for each account is from which company in the consolidation company.

Thanks

Anna

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