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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    A comment below my blog post Printing reports from code in AX2012 asked me to provide an example for D365FO. Here is it.

    The code is virtually identical. Only writing a file to a shared folder doesn’t make a good sense in cloud, therefore I changed the code to return the file to user for download.

    SrsReportRunController          controller =new SrsReportRunController();
    SysUserLicenseCountRDPContract  rdpContract =new SysUserLicenseCountRDPContract();
    SRSPrintDestinationSettings     settings;
    // Define report and report design to use
    controller.parmReportName(ssrsReportStr(SysUserLicenseCountReport, Report));
    // Use execution mode appropriate to your situation
    // Suppress report dialog
    // Explicitly provide all required parameters
    // Change print settings as needed
    settings = controller.parmReportContract().parmPrintSettings();
    // Execute the report

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  • 10/12/18--16:47: SAGlobal at AXUG Summit
  • I wanted to highlight some of my partners in crime presenting at AXUG/D365UG Summit next week. (Ok to be honest I wanted to highlight myself as well.)

    BI12 | Moving From Reports to Business Intelligence

    I won’t take Excel away until you’re ready. Promise.

    Joel Leichty | Tuesday, October 16 | 9:45 AM – 10:45 AM | 122A – North

    FIN01 | Fixed Price Projects, and Revenue Recognition, and Currencies, Oh My!

    Josh is juggling in the session picture – I can only assume he will do this entire session while juggling flaming knives.

    Josh Knox | Tuesday, October 16 | 9:45 AM – 10:45 AM | 121C – North

    PM01 | Data Migration: Isn’t it Just Exporting and Importing?

    Sherry won a big AXUG award last year, so I’ll retitle this session “Award Winning Data Migration Information”.

    Sherry Moran | Tuesday, October 16 | 9:45 AM – 10:45 AM | 121A – North

    BI14 | Collecting BI Requirements for an Upgrade or Implementation

    I’m co-presenting with Gina Pabalan on this presentation. Fun fact: Gina and I didn’t know each other until we started collaborating for this session. That’s my favorite part of AXUG!

    Joel Leichty and Gina Pabalan (Edgerwater Fullscope) | Tuesday, October 16 | 1:15 PM – 2:15 PM | 122A – North

    FIN03 | Everything About Streamlining Your Project Intercompany Transactions

    Should be a good one. And how many presenters do you know that can rock orange pants?

    Alex Song | Tuesday, October 16 | 1:15 PM – 2:15 PM | 121C – North

    APS33 | SAGlobal “Ask Us Anything”

    Come to our Partner Showcase where we promise to not sell you anything! Bring your questions, we’ll have experts on hand to answer anything: F&O, AX, CRM, Talent, Power BI, baking at higher altitudes, average airspeed of unladen swallows – we’ll do our best!

    Wednesday, October 17 | 10:00 AM – 11:00 AM | 125A – North

    IND02 | Member Showcase: Implementing Dynamics 365 for Talent

    See how our customer, M3, is using Talent.

    Nancy Graver and Trish Mallon (M3) | Wednesday, October 17 | 11:15 AM – 12:15 PM | 126A – North

    IND03 | Project Budgeting for the Service and AEC Industries

    Budget your time wisely (#dadjokes) and attend Steve’s project budgeting session.

    Steve Dobbs | Wednesday, October 17 | 2:30 PM – 3:30 PM | 126A – North

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    I have seen this issue a couple of times and decided to blog about the solution …. The problem is that Unified Service Desk fails to load. The symptoms of this problem are that Unified Service Desk starts...(read more)

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    There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email.

    Emailing one Email for each document, both Emailed to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and one expects the receiving all documents attached to one Email, arriving together, and read and responded as such.

    Generating documents from CRM Word Template with content from fields and attributes of CRM record is well-known and powerful feature of Dynamics CRM. PDF the documents, save to hard disk, create new Email and attach the PDF files to an Email, is more complex, and can not be implemented with CRM Workflow.

    Dynamics PDF-Docs, is the most in use tool for CRM users to create documents from CRM Word Templates, PDF and attach the document to Email, Note, and SharePoint, from the user interface and with scheduled workflow.

    Click Here to Download DynamicsPDF-Docs FREE trial.

    To create a workflow to send Email with two or more documents, you start with the workflow step “Create Email”. You create Email, do not use Send Email as then the Email is sent before documents are attached.

    One Entity can have many Word Templates to generate different documents related to the records of the entity. For each document we wish attaching to the Email created in the previous workflow step, we use these 2 combined steps:

    SetWordTemplate – This step generates Word document from a nominated Word Template set in the step properties.

    PDF-Docs:Add Word Template – This step PDF the document generated in the SetWordTemplate step, and attach it to the Email created in the first step.

    This set of two workflow steps can repeat itself for each of the documents you wish creating from Word Templates of the workflow entity, and attach them to the Email.

    In the properties window of “PDF-Docs:Add Word Template” step there is one important switch called: “Perform action and send Email now”. By default this switch is set True, as most workflows will only generate one PDF document attached to Email, and immediately send the Email. In our case, this switch should only be set to True in the last step only, as only then we wish to attach the last PDF document, and send the Email. In all other steps, this should be set to False. We want to attach the PDF document to the Email, and also leave it in Draft mode to allow the other documents to be attached as well.





    The post Two or more Documents Attached to CRM Email using Word Templates. appeared first on CRM Software Blog | Dynamics 365.

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    Alternate Keys which were introduced with CRM 2015 Update 1, gave us the ability to Upsert and Update records, by defining one or more fields as Alternate Key and use that field(s) instead of relying only...(read more)

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    In this post i will try to gather the baby steps that you have to do in order to install new cumulative updates on the same version of Dynamics NAV. Whatever the Version of Microsoft Dynamics NAV, but...(read more)

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    As Microsoft Teams becomes more popular and used for collaboration it is likely you will be a guest on one or more teams.  While this works, it can be a slow process of switching between guest networks...(read more)

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    With the latest preview release of the PowerApps portal (check your preview environment, more here ) you might happen to notice the link that normally says "Solutions" has been renamed to "Projects"...(read more)

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    We are pleased to announce that Dynamics GP documentation has been added to the Microsoft Docs library. The link for the What's New for GP 2018 R2 is here. Bookmark this new location as we will continually add to it and move more documentation here as well.  

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    Suppose a package has been running for quite a long time or has been mistakenly run and we would like to stop its execution. To do so Right Click on SSISDB Select All Execution Reports Filter it to see...(read more)

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    Introduction This is our second article in the Dynamics 365 and Azure series, in first article we discussed basic introduction about azure function and set azure function app. In this article we are going to discuss how we can read CSV file from blob more

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    Since Scribe launched the Request/Reply functionality, it’s hard for me to think of any project where it couldn’t be used. For those of you who don’t have any idea what I’m talking...(read more)

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    Prior to D365 V9, we were using  Xrm.Utility.openWebResource()  to open a web resource in a new window. However, going forward in D365 V9 we need to use  Xrm.Navigation.openWebResource() to perform the...(read more)

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    Originally posted on Ajit Patra : Prior to D365 V9, we were using Xrm.Utility.openWebResource() to open a web resource in a new window. However, going forward in D365 V9 we need to use Xrm.Navigation.openWebResource...(read more)

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    Great news! Dynamics GP documentation is starting to make its way onto the platform. That is AWESOME! So many of us have been vocal about the lack of updated documentation and this is a good first step about addressing that IMHO.

    Why is this so great?

    Take a look at all of the other Microsoft products and services that already have documentation on this platform! It’s everything or close to it.

    Having Dynamics GP documentation on the same platform, with the same consistent look and feel as other things in their ecosystem is great news. Having always been on its own island in the past, the Dynamics suite of products were always off on their own on Customersource/Partnersource. With Dynamics 365, that started to change. Yes, product downloads and support are still on the “business applications” centric pages, that likely may change too some day.

    Where do I find it?

    For now, use the direct link:

    As of writing this blog post, the navigation has not yet been updated, so based on a little trial and error on my own, you may not be able to “find” this page via normal menu options yet.

    It appears that it will be nested under the larger brand umbrella of Dynamics 365, based on the breadcrumb link on the top of the page. However, if you click on the Dynamics 365 hyperlink, there is no corresponding link back to this page yet.

    I would expect it won’t be long before all the workflow behind getting this page up and adding it to the menus will be sorted out.

    What can I find in there today?

    Right now, you’ll find What’s New information for GP 2015 through to GP 2018 R2, by release. On the left hand side will be navigation for other documentation items as they become available and on each article page itself, the right hand side is a navigation within an article of the different major sections.

    Last thoughts

    This is a huge first step. Since GP 2015 (I think, I can’t remember for sure), documentation within the product stopped being updated as regularly and we started seeing help files labelled with a different product version than what was installed, and new features not being updated.

    This pic above is my GP 2018 R2 (fresh off the compiler) installation yet the Help file reference is 3 products ago. To me, that is embarrassing for GP, and unacceptable, and I haven’t been the only one who is pretty vocal about it.

    This is the start but it likely will be a long road. Not only hasn’t the help been updated for several versions, converting that baseline to the Docs format will take some time. The nice thing is the platform encourages collaboration and feedback via its connection with GitHub. Over time, the community will be able to participate in providing feedback or pull requests for documentation changes.

    What will remain to be seen is how that is received by the product team in Fargo. It may work well for all of the other product teams but this will be a significant departure in how documentation has been managed for Dynamics GP in the past! As an MVP, I hope it’s adopted as we are often working on what has been called “Hack a Doc” sessions where we dive into documentation to review and edit things in a mass flurry and it’s a lot of fun. What isn’t as fun is being one of the only MVPs in the room whose product is not on the Docs site! I look forward to the next one, now that I can review something I have deep knowledge on!

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    A challenge in Microsoft Flow is to obtain specific data from a collection of objects (Like Dynamics 365 records) and...(read more)

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    I am usually doing this from the development environment. However, I was debugging a customer environment where I only had access to the front end. I had a table that only gave me the RefTableId. I needed to find out the table that record related to.

    I used SysTableIdView from table browser. Here is the link.


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    Am 1. Oktober 2018 hat Microsoft die neuste Version von Dynamics NAV veröffentlicht: Microsoft Dynamics 365 Business Central. Zur Vorbereitung auf das Upgrade gibt es hier die Systemanforderungen zum Lesen. Und für die Nostalgiker sind zusätzlich die Systemanforderungen bis zurück zur Version NAV 2009 aufgelistet.


    Systemanforderungen für Microsoft Dynamics 365 Business Central On-premises


    Systemanforderungen für Microsoft Dynamics NAV 2018


    Systemanforderungen für Microsoft Dynamics NAV 2017


    Systemanforderungen für Microsoft Dynamics NAV 2016
    Scheint bei Microsoft verloren zu sein. Der offizielle Link wird auf NAV 2018 umgeleitet.


    Systemanforderungen für Microsoft Dynamics NAV 2015


    Systemanforderungen für Microsoft Dynamics NAV 2013 R2 (PartnerSource-Login erforderlich)


    Systemanforderungen für Microsoft Dynamics NAV 2013 (PartnerSource-Login erforderlich)


    Systemanforderungen für Microsoft Dynamics NAV 2009 SP1/R2 (PartnerSource-Login erforderlich)

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    Microsoft Dynamics 365/CRM User Group

    Workflows are an incredibly powerful tool for admins in Microsoft Dynamics 365/CRM that allow them to implement logic without using customization code.

    There are various Use Cases for Workflows, and you can really use them for a variety of things, but when it comes to the difference between Real-time vs. Background Workflows, what separates them may not be as clear.

    The differences between Real-time vs. Background Workflows are important for admins to know when navigating this dynamic tool.

    First of all, Real-time Workflows roll back all changes if it fails. As the Workflow is going through the process itself, if it fails, it will roll back all of the prior steps taken.

    Whereas, with Background Workflows, actions will not roll back if it fails. All changes are up-to-date until the failure occurs. The workflow will stop at this point due to the failure.

    Real-time Workflows, of course, run in real-time on the form, so changes will be noticed instantly by users. As soon as you hit save, changes will be noticed.

    Background Workflows run behind the scenes and require page refreshes to be seen.

    Uncheck the box that tells you to delete process sessions to allow you to troubleshoot if anything goes wrong during your Workflow while using Background. This is essential to your progress and use of a Background Workflow.

    Successful process sessions are deleted in Real-time, whereas you can review them with Background Workflows when you uncheck the box mentioned above.

    Real-time Workflows require the user to wait until it completes, however, in most cases, it is not noticeable to the user. You must also consider that the user is not waiting until it completes and can work until it completes with a Background Workflow.

    Real-time requires more system resources, whereas Background Workflows do not.

    Real-time Workflows can run as the user triggers that Workflow, but Background Workflows run as the Owner of the Workflow and both Real-time and Background run as the User that triggered the Workflow if they are run on-demand.

    Last, but not least, Real-time Workflows will show the errors to your users as they occur so you know the workflow failed, while a Background Workflow will not show you that it failed.

    The only way to tell that a Background Workflow is failing is to perform a review of your System Job Failures, this is also known as a Monthly Health Check, this can be a lifesaver for an Admin.

    Whatever style you use, you want to prevent multiple Workflow triggers from causing problems. So, imagine the Vice President of Sales within your company wants to be notified of top-level opportunities.

    There are times when you want to send an email to your Vice President based on certain conditions, Est. Revenue over $50,00 for example, but this condition can be triggered multiple times, so you set a flag to be set at the end of the workflow to be set so that a second email does not get sent.

    With Background Workflows, if the user filled it out to $50,000 and quickly changed it to $50,001, the Workflow would now be triggered twice, so now everything will fall together and go through the process, but as the conditions are met, both will be sending emails because with Background Workflows processes can run at the same time and our flag to prevent multiple emails has not yet been checked.

    With Real-time, the process must through the entire process and checkmark the flag before the next triggered workflow process start.

    Because of this, the VP is only notified once and the second process run is stopped by the conditions of the Workflow.

    Consider the importance of checking this. You don’t want to be sending multiple notifications to your customers, right?

    It’s important you check all the boxes with Workflows that you need to, but it’s even more important you check all the marks when it comes to realizing their full potential.

    To learn more about the possibilities of using Workflows in your organization and how to use them, watch our latest user group webinar here.

    Microsoft Dynamics 365 CRM User Group Webinar

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    先日開催された Microsoft Ignite 2018 において、私は James Phillips と共に 基調講演 (英語) に登壇し、Microsoft ビジネス アプリケーションを実際に活用するお客様の成功事例をご紹介しました。Microsoft のビジネス アプリケーションは、ビジネスを破壊的に変革し、イノベーションを起こして、絶えず変化する顧客の期待に応えようと取り組むあらゆるお客様にご利用いただけます...(read more)

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