Jeff Woodard
Forum Replies Created
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I can’t speak specifically to BC, but I suspect your major impacts will be on the SQL server, web server, and web clients rather than NAV/BC. It is a very good security measure to adopt. We did this about 2 years ago with on-prem SQL and web servers, and didn’t have any major issues. I recall we did have some unexpected issues with MS Office (I can’t recall specifically what), and had a couple of PC clients that got missed. Research any specific settings needed if you’re running older versions of SQL or Windows Server. Here’s the official documentation from MS including the registry key settings: https://learn.microsoft.com/en-us/mem/configmgr/core/plan-design/security/enable-tls-1-2-server. We found this handy tool that made the updates a lot easier than manually adjusting the reg keys: https://www.nartac.com/Products/IISCrypto. There is a lot of rebooting needed, so be mindful of your backup schedules. Windows event viewer will also be your friend to identify servers and/or software that might not be using the expected TLS version.
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I know there was a glitch several months ago around the time that the final content import from the old site happened, that e-mail notifications simply stopped coming. Several people in some of the other UGs reported it (including myself), and we had to go into the account settings and opt-in to start receiving them again. I think the lack of a daily digest e-mail is also an issue as it’s hard to follow up with discussion notifications arriving randomly throughout the day.
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Hi Chris,
That’s a glowing review if I’ve ever seen one! We’ve been kicking the tires, and watching the demos/webinars. I love the fact that corporate card transactions get delivered directly to BC instead of a third party site. I’m curious about your experience with receipt submission and end user acceptance of the web portal / app? Has it been able to do a good job of matching OCR’d receipts with credit card transactions? (assuming you’re using corporate cards).
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Hi Isabelle,
The ‘reformatting’ was a little more than that, as the entire community was basically moved from one management group to a new one.
I think you might be referring to some of the free webinar courses that were available on the old web site, and I don’t see that they were migrated over as many of the discussion categories were, but that would be a great feature suggestion for the new site.
The paid options are known as Academy classes – there were several in-person instructor led options available at the Summit conference that was held last week in Charlotte, NC. I know many of the instructors offered year round courses via in-person training or remote/zoom training, but I can’t seem to find a consolidated reference available on the Dynamics Communities site. Excel Builder is part of a 3rd party module put out by a company called eOne. In your case, you may want to reach out to them directly, as I see they offer some training courses here: https://www.eonesolutions.com/training/.
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I seem to be running into the same issue with the V23 release in a newly spun up trial. It seems much of the documentation hasn’t caught up to the release yet. Installing the Integration runtime was straightforward, as was configuring and running the migration. I’ve got 8 companies, and tried with just 1 company, as well as all 8, but can’t seem to get from running the migration to getting the data in. My most recent attempt, I cleared the cloud data, and started the assisted migration from scratch. I selected all 8 companies, configured the GP migration, and ran it. It ran for approximately 8 hours, and I had 1 table error in one of the companies with a bad XML character.
After the migration, I see the companies created in BC, but with none of my migrated data other than the company name, and if I look at the ‘not initialized companies’, they are not initialized. At this point, I select each company, and select ‘schedule company initialization’, and after a few seconds and refreshing, they show ‘Initialized’. I’m not sure if this step is necessary, but it seems I’m not able to proceed unless I initialize each company being migrated.
If I follow the documentation correctly, all my GP data should be in the BC environment in staging tables, and the next step is to ‘Run Data Upgrade now’ option. When I try that, I get the error popup that says:
“Cannot start upgrade because following companies are not ready to be migrated: <CMPANY1>, <CMPANY2>…. etc.” If I copy the details, it shows:Cannot start upgrade because following companies are not ready to be migrated: <redacted>
Internal session ID:
xxxx
Application Insights session ID:
xxxx
Client activity id:
xxxx
Time stamp on error:
2023-10-07T11:34:14.1754924Z
User telemetry id:
xxxx
AL call stack:
“Hybrid Cloud Management”(CodeUnit 4001).VerifyCanStartUpgrade line 6 – Intelligent Cloud Base by Microsoft
“Hybrid GP Management”(CodeUnit 4016).InvokeDataUpgrade line 12 – Dynamics GP Intelligent Cloud by Microsoft
“Hybrid Cloud Management”(CodeUnit 4001).OnInvokeDataUpgrade(Event) line 2 – Intelligent Cloud Base by Microsoft
“Hybrid Cloud Management”(CodeUnit 4001).RunDataUpgrade line 15 – Intelligent Cloud Base by Microsoft
“Intelligent Cloud Management”(Page 4003).”RunDataUpgrade – OnAction”(Trigger) line 4 – Intelligent Cloud Base by Microsoft
Did I miss a step somewhere, or did I run into a bug? I’m not sure where to look for more information on the error being encountered. I also tried with a subset of companies that didn’t have the xml table error and got the same result.
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Hi Pierre,
You have to at least have an environment set up for your target location, which I also believe implies there is a dataverse database behind it. We did much of our development before some of the recent ALM features came out in power automate, so we still have some flows in the ‘default’ environment and are still trying to get them all sorted properly. If you’re just starting the process, then it sounds like you first need to create a solution in your default dataverse and move your flows into it. You can use the solutions to group your flows based on functionality / security / however you want to manage them. Once that is in place you can convert your connections to connection references. That’s much handier for testing on a dev database and later moving to production. My advice here is to use as few connections as possible,; the GUI wizards make it entirely too easy to create new connection / connection reference objects instead of re-using existing ones. It’s too easy to create the same connection with the same name, but different guid id which makes things harder later. Also use care in object naming – you want to use your own publisher for the solution so your objects can be named <myid>_<objectname> rather than public_<objectname>. As part of a dev-test-prod lifecycle, you can export the solution from one environment to the next. There are a few references on Microsoft Learn for best practices, here’s a starting point: https://learn.microsoft.com/en-us/power-platform/alm/overview-alm.
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A quick check to do would be to look at your db recovery model for the ‘maintenance’ database(s) using SSMS. If it’s set to ‘Full’ (the default), then all your space is likely tied up in transaction log files. If it’s set to anything other than ‘Simple’, (and since it’s a test db), you can recover the disk space by simply running a backup of that database (which will remove all of the transaction log files), then change the recovery model to ‘simple’, and it will no longer create transaction log files.
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We have about 40 users and use it pretty heavily, but are only at around 12GB on the database. We struggle with the size of the same table though. One item I’m working on is removing duplicate e-mail addresses. At one point we made the call to set up employees as contacts, which lead to duplicate e-mail pointer records under both the user and contact records. Right off the bat that’s doubling the size of the activity pointer table. I also discovered an application user that had a shared mailbox that was somehow syncing every e-mail, including spam, and creating contacts for the spammers to add insult to injury. I know there also have been glitches in the past where CRM was doing some weird things and randomly tracking e-mail that it shouldn’t have and lead to a lot of bloat. You can also user the XRM Toolbox User Settings utility to look at the rules that each user has set – you may find someone is inadvertently syncing all e-mails.
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I haven’t worked with the F&O Connectors specifically, but it should simply be a matter of choosing the applicable connector and setting the connection reference on the action. We have several processes that trigger on a local SQL database, and update Dynamics 365 CE and vice versa. Some of them also connect to various local or SharePoint file systems.
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Add another up-vote here too. Some e-mail preferences are available under your user profile | Account | Email Preferences, but not the daily digest. As a user in 3 different UGs, I’d rather get them once per day.
Another suggestion would be to add an FAQ page with direct links to things like:
- E-mail Preferences
- Community Standards
- Report a problem
- Support request / open a ticket
- Find people to connect to
- How to join a group
- Where to find academy courses
- Types of content available (discussions / webinar recordings / training / marketing)
- How to add users (sub-accounts)
We signed up for the corporate membership a few weeks ago, I sent out the invitation e-mail to them, but none of our users knew to go to the Community group page and click the Join button.
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Hi Clay,
It sounds like you’re spending an awful lot of time and effort working around the e-mail setup. I’m not sure what your specific issues are, but it should be fairly easy to get going, and sounds like it will save your folks a ton of time in shuffling documents. Here’s a good guide to setting up basic e-mail in GP: https://community.dynamics.com/blogs/post/?postid=8002aee5-4db1-4d5f-9934-5ce842502d6c
The only trick is If you’re using GP 18.3+, there is an azure application registration that you need to set up. The link above has this step-by-step guide: https://learn.microsoft.com/en-us/dynamics-gp/whats-new/multi-factor-authentication. The link wasn’t obvious when we updated to the latest GP, so I think it bears mentioning.
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Thanks @gino.pack! Exactly what I was looking for. Mostly this will be for development for some pretty complex integrations that we want to start developing without committing to the online licensed environment.
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@kerryhataley – did you mean to highlight the sections below instead of ‘a member replies to’?
That being said, I have all of the e-mail options checked, but all of my notification e-mails stopped about a month or so ago. I think it was shortly after the old site discussions were migrated here. Looks like I missed out on a lot of activity in several user groups I’m subscribed to. I just un-clicked an e-mail preference, saved, then re-checked it and saved again to see if maybe a record in the db was tweaked. I wonder if others are having the same issue?
Also – what’s the difference between ‘social groups’ and ‘discussion forums’?
