Activities & Quick Campaigns
I am an end user of Microsoft Dynamics CRM. I typically work off of the activities page when dealing with my day to day tasks (phone calls, emails, etc..). When one of our account execs creates a...
View ArticleMissing activies/appointments
I have a user that has documented many activities under a specific opportunity and has been maintaining email correspondence through the activities as well. When he went to go look at his opportunity...
View ArticleIs there a way to sav Management Reporter reports directly to Excel?
In FRX I had all my reports set up to save directly as .xls files in a folder on the network, I had a number of the reports chained so I could just run one, and it would output all the month end files...
View ArticleGP2010 - Missing Voucher Numbers
We did an upgrade to GP 2010 in Jan 2013. Recently our accounting department noticed that there appear to be missing vouchers numbers that we cannot account for in the system. Sometimes it is one...
View ArticleClik here to view.
How can an RMA Locked by another user for receiving unlocked?
Have not seen many inquiries about the following message.Is there away to unlock an RMA marked for receiving by another user for receiving?Any input would be appreciated. Thx
View ArticleDynamics CRM Online Service Interruption
Is there any information in regards to a service interruption accessing CRM Online?As of 10:30 CT, our organization has not been able to access CRM Online.
View ArticleNew Company Set Up
I was in the process of setting up a new company today and when trying to go to the configuration wizard, it stated I needed eConnect first. I did install this and completely restart my computer. I can...
View ArticleNeed suggestions for how to Reconcile Inventory Quantities for many items
We are running GP9 and have 872 items that we need to reconcile inventory for. The item numbers don't fit into ranges of values that would work well with the from and to item number range selection...
View ArticleSecurity and Account Access
I am trying to limit my service personnel access to account information to only when the account has an active Service Activity Assigned to it. I am looking at a workflow to Assign the Account to the...
View ArticleAx for Retails
Dear All,Anyone have training material for AX for Retails, if anyone have the training or link please provide
View ArticleClik here to view.
How can an RMA marked for receiving by another user be unlocked?
Have not seen many inquires about the following.Is it possible for an RMA marked for receiving by another user be unlocked?We have a former user with a firm grip in an RMA.....Any input is...
View Articlemodify/create Free Text Invoice
I’m not sure how to modify the existing report, as it uses a class as a data source that is deeply embedded/tied to the FreeTextInvoiceTmp table. I thought to try and create a new FTI template per...
View ArticleHide a button
Hello everyone,What can I do to hide a button for everyone except the people who are allowed to see it (Ex: Administrator, and some other people).Thank you
View ArticleSecurity Role ID for Account Maintenance
I am using GP2010.Can someone please tell me what is the Security Role ID for Account Maintenance? Thank you,Kevin
View ArticleHi from Norway
Look! An introduction Forum... :-)Hi there.I'm a developer from Norway. I've been developing on the Microsoft platform for more than 10 years now (and probably will more decades to come). I started...
View ArticleEmoticons / Smileys
Maybe some people don't like smileys and emoticons, but I think they add a nice flavor to the community - it adds a little "heart". I have a pretty strong feeling you already have this on the...
View ArticleIs is possible to assign Field Level Security at the Security Role level?
I have been tasked with modifying the general inquiry role that our organization assigns to all GP users (currently numbers 127 users). I want to disable the INQUIRY OPTIONS button on the...
View ArticleMulticurrency Exchange Rate Function Explaination
I don't think I have my settings set up right at the moment. It doesn't appear that AP translates at the balance sheet date. The invoice is at the historic exchange rate (the date at which i entered...
View ArticleCompany upgrade changes recovery mode of database
Has anyone encountered the problem when upgrading from GP9 to GP2010 the issue that when the upgrade runs it changes the recovery mode of the database from "FULL" to "SIMPLE" ?There is a table created...
View ArticleCan I update only one FRx workstation in a fat-client environment to the...
I have 3 fat-client FRx SP9 workstations with a SysData folder installed on a network share. Can I install SP12 to one workstation in order to do testing, before updating all clients? Thank you,
View Article