I need help understanding the Microsoft Dynamics CRM platform options. I work for a large bank and this was deployed to one of our teams. The users were told to user the native interface to pull reports, queries and whatever other information
they need. This is a VERY VERY cumbersome interface to navigate so the majority of the team just doesn't bother and they are still using spreadsheet and other documents to support their clients. Is the a reporting tool for the product that could
be used to help display the data in a more user friendly way? Also, we have a sharepoint site, and I was told that Microsoft Dynamics cannot interact with sharepoint for updates, is that true or do we just not know how to use the product.
Our simple access databases work with sharepoint and it saves a lot of time having the teams go to one place to update records and then have access to create reports and views into that data. Just thought I'd ask, since we have been struggling with this
interface for over a year and it does not seem to be getting any better.
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Microsoft Dynamics CRM
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Implementation approach/Guidelines for MDS.
Hi Team,
I am looking for a document which can give me the implementation approach or guidelines for Master Data Services(MDS).
Appreciate your quick help in this.
Thanks
Arsa.
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TFS Upgrade from 2010 to 2012
Upgrading TFS 2010 which has Sql 2008 R2 SP1 to TFS 2012 - SQL server 2012 is failing.
THe installation & configuration of TFS succeeded, however upgrading the data was unsuccessful.
The error details are attached & the description is "cannot insert duplicate key row in object dbo.constantswith unique indesx IX_Constants_String_RemovedDate. The duplicate key value is (1, network\accountid , Jan 1999 12:001)"
Any thoughts?
RRRG
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MDS Add-in for Excel 2013 Publish Button stops working
We have users that are making changes in Entities and every 10-15 minutes they publish their changes. On occasion (pretty regularly) after they make their changes and click the publish button nothing happens. Its like the particular sheet just thinks there are no changes to publish. They are doing some Excel filtering and copying by entering one cell and clicking lower right corner and dragging down.
They can refresh and still can't publish. They have to bring up the data on another sheet and then they can make the same changes they were trying to publish and it will publish in the new sheet. Its like the original sheet just thinks there are no changes pending. There is no communication to MDS and nothing in windows or MDS error log.
This is a very poor user experience and is souring the users on the tool altogether.
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MDS Business rule regular expression to validate code to be combination of two attributes
Hi
I need to have a business rule as below:
entity1 have code, Attr1 and Attr2
I have to ensure code is always combination of Attr1 and Attr2. If either of the Attr1 or Attr2 is blank, validation should fail.
I tried below possibilities:
1. Set Code to Auto generate
2. Change tracking enabled for Attr1 and Attr2
and below BRs:
1. Attr1 has changed in group 1 AND (Attr2 has changed in group 1) then action: Code equals a concatenated value Attr1 + Attr2
2. Attr1 is equal to Blank OR Attr2 is equal to Blank then action: Attr1 is required
Attr2 is required
3. Code must be unique Attr1 ,Attr2
I see BRs 1 and 2 working. I have BR 3 to fail validation in case BR1 fails resulting code to remain auto generated value.
but i dont see BR-3 working. At the end teh result is code with auto generated value validation is success.
Is there a way i can overcome this issue?
Any idea of referring attrbitues in Regular expression of this sort... to set Code equals to [Attr1] + [Attr2]?
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How to add a new user in MDS if another computer with the same name exists in the same domain?
Hi,
While adding a new user in User and Group Permissions,I found this issue.
If the User Name and any other computer name in the same domain is same while adding a user to MDS, it adds a $ sign to the name and takes that other computer name instead of the user.
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How to prevent user accidental deleting rows by using MDS add-in ?
Hi,
First, user do some filter for columns or hide some columns first.
Second, they directly drag mouse from row 34 to row 43.
Then click "Delete" button.
We found that the system will delete more than 6 rows.
In fact, we didn't want to delete row 36, 37, 38 and 42.
How can we prevent this scenario?
Are there any workaround for it?
Thank you so much.
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MDS 2012 Excel add-in installation error
I'm trying to install the SQL Server 2012 RTM Master Data Services excel add-in (32 bit) on Windows 7. Windows 7 and Office 2010 (32 bit) are all on the latest builds/service packs. However I'm getting an error during installation "These prerequisites
are not installed: Microsoft .NET Framework 4.0 Extended 32-bit version of Microsoft Excel 2007 or 2010. All prerequisites can be installed from:http://go.microsoft.com/fwlink/?LinkId=219530. I checked the control panel and I seem to have .NET Framework 4.0 Extended installed with the version 4.0.30319. I repaired and also
removed and re-installed .NET Framework 4.0 and was unable to resolve the issue.
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MDS Website Error: WebException
I continually get an error when trying to open the explorer in my MDS web application. I connect to the site just fine, but explorer keeps erroring out:
Has anyone else seen this, and if so, how did you address this? Everything seemed to install just fine.
Thank you!
A. M. Robinson
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How to store object oriented data
I'm working with a fairly complex data model for a project that has a number of layers of inheritance and i'm unsure what the best practice or pros/cons are of different approaches in MDS. An example of the class system would be
Vehicle(registration number, attr2, attr3)
- Motorised (fuelType, attr2, attr3)
- Land Vehicle(hasAircon, attr2, attr3)
- Heavy Vehicle (OperatingWeight, Size, attr 3)
- Tractor (num wheels, num seats etc. etc.)
- Bulldozer (x,y,z)
- Passenger Vehicle (attr1, attr2, attr3)
- Heavy Vehicle (OperatingWeight, Size, attr 3)
- Plane
- Boat
- Land Vehicle(hasAircon, attr2, attr3)
- Towed Vehicle
- Motorised (fuelType, attr2, attr3)
The other way to possibly do it would be a hierarchy that looks like:
vehicle type -> Land Vehicle Type -> Heavy Vehicle Type -> vehicle where each "X type" is basically a lookup. (Land Vehicle Type members would be "Heavy Vehicle", "Passenger Vehicle" for example) however it's not clear how one would store attributes that are unique to a particular vehicle unless all possible attributes are included in "vehicle" and are left unpopulated for those vehicles that dont have that particular attribute.
Perhaps MDS isn't the best tool for this type of data? What is the best way to deal with this type of scenario? Ideally creating separate entities for each vehicle could be avoided but i also want to avoid having to create 5+ member records (and id's) to represent a single vehicle...
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The current SQL Server edition is not supported by MDS.
I am currently trying to upgrade to SQL 2014, I am using a separate UAT domain to perform the upgrade before applying the upgrade to Dev domain. I can install a clean instance of SQL 2014 DBE and MDS on the same server, create a new database and point IIS to it and it works fine. When I backup and restore the database to another upgraded or clean install instance on another server I get the following.
The current SQL Server edition is not supported by MDS.
It is enterprise edition of SQL 2014 on Windows Server 2008 R2 SP1.
Any ideas of how I can fix this ?
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Business rule to execute SSIS package OR SP
Is there a way to trigger SSIS package OR Stored Procedure by Business Rule?
I would like to trigger SSIS package based on value change of specific column in MDS.
RaghuM
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MDSModelDeploy listservices - how update incorrect services
Hi all, when I run MDSModelDeploy listservices results similar to the below are returned. The first two services are the result of me incorrectly naming the MDS website in the Web Configuration section of the MDS Configuration Manager. Does anyone
know how to update the services so the correctly named service is MDS1 and remove the incorrectly named ones?
MDS1 - IncorrectName#1
MDS2 - IncorrectName#2
MDS3 - CorrectName
Thank you in advance for your help!
Cheers,
Jason
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Security requirements to upgrade Master Data Services Database
What is the security requirements to upgrade an MDS database. When I choose Upgrade Database and after running the upgrade scripts I get the following exception:
Microsoft.MasterDataServices.Configuration.ConfigurationException: The user does not have access to the application.
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Is there a way to Customize validation messages shown in Excel MDS plug in?
Current Scenario: After running 'Apply Rules' operation then click on 'Show Status' it would show two fields, $ValidationStatus$ and $InputStatus$ with status for each row. If all rules passed then $ValidationStatus$ field shows 'Validation succeeded'.
Expected Scenario: If all rules passed then I would like to display some custom message 'Validation of Business rules succeeded'.
Let us know if there is a technical possiblity of showing custom message, if so how and where we must do the changes
Expected Scenario: If all rules passed then I would like to display some custom message 'Validation of Business rules succeeded'.
Let us know if there is a technical possiblity of showing custom message, if so how and where we must do the changes
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Access to MDS from EXCEL only via IP Adress (no DNS)
Hi,
I set up MDS and it is working proper - IE access works with DNS name as well as server name to access.
When I use EXCEL to access only IP adress works - DNS or servern name throw an error:
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The HTTP request is unauthorized with client authentication scheme 'Negotiate'. The authentication header received from the server was 'Negotiate oXQwcqADCgEBomsEaWBnBgkqhkiG9xIBAgIDAH5YMFagAwIBBaEDAgEepBEYDzIwMTQwMjI1MTE0NDU0WqUFAgMCMLmmAwIBKakTGxFFVVJPUEUuTVlQVU1BLk5FVKoWMBSgAwIBAaENMAsbCWhlcmFzMzI2JA=='.
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ADDITIONAL INFORMATION:
The remote server returned an error: (401) Unauthorized. (System)
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The target principal name is incorrect (System)
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BUT as I wrote: I can access via IE. MDS Services and MDS database are on separate servers. There is no entry (like "Anonymous") in security logs at the servers (I first thought about a Kerberos thing).
Thanks, Wolfgang
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MDS : Cross-reference between models
All,
Simple question : Does MDS support to have an entity from one model referencing another entity from another model (as Domain-Based)?
Thanks
Pascal.
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How to sort the dropdown in MDS Excel add-in
Hi,
I created a column with MDS domain-based.
For example a column for months.
User can use the dropdown to select the name of month they want.
However, the sorting in MDS excel add-in is order by A-Z automatically.
How do I change the sorting order by the sequence of months?
Thanks in advance for the help.
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I got Code and Name in dropdown list of domain-based, how can I only show code without name in MDS excel add-in?
Hi,
We can use the setting on MDS webpage's Explorer to change the result of display.
From Code{Name} to only display Code or Name{Code}
How could I change the result of display like MDS webpage's Explorer in MDS excel add-in?
We want the dropdown only show Code in it without Name even do not display symbol of {}.
Thanks in advance for the help.
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set read only attributes
Is there a way to set read only for specific attributes of an Entity in MDS?
RaghuM
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