If you are using Internet Explorer 10 or 11 and trying to access Microsoft Dynamics CRM but keep getting a page that looks like a mobile version, you probably need to run your browser in Compatibility Mode. Please reference one of our previous posts on how to put Internet Explorer into Compatibility Mode using the following link: http://njevity.com/blog/internet-explorer-10-compatibility-mode
We recently were working with a Dynamics GP client that has hundreds of users. They needed to give their IT department the ability to administer GP users and user access without giving them the DYNSA password. We found no documentation on how to accomplish this. So by trial and error we came up with a solution:
IN DYNAMICS GP (login as 'sa'):
Created new Security Task: ADMIN_SYSTEM_USER
Gave the Task access to:
Product: Microsoft Dynamics
- Activity Tracking Setup
- Alternate/Modified Forms and Reports
- Remove Security Setup Records
- User Access Setup
- User Class Setup
- User Security Setup
- User Setup
Created new Security Role: USER_ADMIN and added DEFAULT and ADMIN_SYSTEM_USER tasks to it.
Added Role to users security in GP
IN SQL SERVER MANAGEMENT STUDIO:
Added the following roles to SQL user accounts
Added the following mapping to the SQL User accounts for all GP DBs .
We recently had an issue where DYNSA could not grant users access to companies. The User Access Screen would not allow DYNSA to check or uncheck access to any company. We found that DYNSA was not the owner of one of the company databases.
Make sure DYNSA is the owner of the DYNAMICS system database and all Company databases. Run:
EXEC sp_changedbowner 'DYNSA'
against EACH GP database.
You are getting a script error pop-up when clicking on links in Great Plains
“An error has occurred in the script on this page”
“The system cannot find the file specified”
This is occurring mainly because you are using re-directed folders in your user profiles. GP and Dynamics will try use Internet Explorer, which is trying to write to a folder under UserData. If the user logged in and had the folder redirected before launching IE, it will never create the folder in the remote location.
The quick fix is to create the folder manually, in the redirected location. IE can now write its temp files and GP and Dynamics function correctly.
Since this will happen to every new user, I have created a logon script which populates the UserData folder automatically.
Please see this msdn blog entry with specific details on the issue, and example resolutions.