How to delete all GL unposted post through transactions from sales ledger
We have been using only the GP Sales Ledger for the last 5 years and are now about to move to using the GL. Unfortunately post to GL was on, but post through turned off from the sales ledger.We now...
View ArticleHow to convert an outlook contact to lead in crm 2013
Can't find a way to convert an outlook contact.The only way seems to re-type all the information in the lead form.I have a sales rep profile.
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EFT file issues after GP 2013 upgrade
Hello, I have a client that is trying to upload an EFT file to their bank for the first time since their GP 2013 upgrade. They never had a problem before and the vendors are not new. Any thoughts on...
View ArticleSecurity Roles
Good day,I havea scenariowithinDynamicsAXin whichI want to avoidthat atCUSTOMIZEa form tohide a column, rightrole orrolescan notdisplaythat menuwhen clickingtheright mousebuttonand...
View ArticleLabels No Longer Recognized After Model Store Import
After performing a model store import, labels are no longer recognized in SSRS reports. Is there a setting or a step I need to perform in order to restore this?
View Article2048-bit SSL encryption
Hi everyone. I have a letter from Wells Fargo Bank telling me our equipment may not support the new 2048 SSL encryption standards for credit card transactions. What is the solution for this problem?...
View ArticleSegemented Control for Enterprise Portal?
I have made an enhancement that allows a user to select a default set of dimensions to newly created purchase requisition lines. I have this functional in the client using a segmented control on the...
View ArticleIFD CRM login with Default Network credentials
How to connect IFD CRM using default network credentials.am in the same domain and am ad user as well as crm user also. but it's not allowing to connect crm.hard coding username,password and domain is...
View ArticleCRM 2011 install, having trouble with AD OU objects
I've created a new OU on the primary domain on our AD machine, but the CRM 2011 setup says it cannot find any AD objects. I tried specifying the AD server object in the config.xml file itself, but even...
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AX 2012 Barcode - SSRS report viewer to PDF Problem
Hi Friends,We ran into an issue and need some help here.The standard AX 2012 SSRS Report viewer is not allowing us to view the barcodes on report, in pdf files.Is this a standard AX 2012 Report viewer...
View ArticleRoll up 13 authentication issues
Hi,After rollup 13 users cannot access crm. After the ADFS login they are again prompted for credentials, which do not work. I had to uninstall RU 13 from the server in order to restore...
View ArticleCustom POS Buttons won't browse in Win7/64 with IE10
A known good db was copied to a Win7/64 box with IE10. Custom POS buttons designed to browse to a web-site do not do anything when launched. Is this due to the IE10? How to proceed?Marc
View ArticleEmployee card section and Employee benefits section Access.
Hi,Could you tell us how to give a new HR employee access to employee cards and employee benefits section ? we gave this HR employee the following security roles - HR Generalist, HR Manager, HR...
View ArticleAX2012 R2 Auto-bank reconciliation
In R2 Microsoft added what looks like a pretty impressive piece of functionality, aimed to perform auto-reconciliation.Does anyone know of any documentation of this feature/module?the latest finance...
View ArticleFinancial Dimension
I am using Dynamics AX 2012. I have set up two legal entities. Under each i have set up business units. Say Business using A,B for legal entity 1 and C,D,E,F for second legal entity. After that i...
View ArticleExcel or smartlist report that will pull in the customer notes from customer...
Does anyone know if there is a report or if I could build a report that would have the customer number/name and the notes from the customer card? Basically I run a report that has all of our past due...
View ArticleUsing billingplatform.com
Has anyone used billingplatform.com and if so would you have any information on how they integrate and talk to each other. I am looking to created a field in my billing entity that when complete is...
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Excel template exception when loading configuration using RapidStart Services
HiI am testing the loading of configuration using ERP RapidStart Services Connector for AX 2012.While loading, it stops with this notification (error?):Excel template exceptionMandatory field...
View Articlereplacing old code in a library
Noob here...trying to find out what is wrong with a single field.I'm using the following in a library to forcesubmit a calculated field that is read only:crmForm.all.new_estprofit.ForceSubmit =...
View ArticleUser Privilege
Can anyone explain about assigning privilege to user. For example i want to allow a user to allow only Project Expense Journal including expense posting (no other project related options required)....
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