Trying to Create a Quote for a form gives an error stating "This form can only be used on service-maintenance based records. Record is read only."

Trying to Create a Quote for a form gives an error stating "This form can only be used on service-maintenance based records. Record is read only."

Occurs in Trial instances as reported by many users. 

Solution :  Change the form to opportunity or Quote . 

User must have changed it by mistake.

FOR Example :

In Quote Entity,  If the form is Quote: Field Service Information form. The form will be read only and display the error.

Please switch to the Quote: Quote form, it is not locked and you can edit it.

Hope this helps.

Please let me know in comments if you are still facing the issue.

An Introduction to Office 365 Groups for Dynamics CRM

An Introduction to Office 365 Groups for Dynamics CRM

Office 365 Groups were unveiled for Microsoft Dynamics CRM 2015 Update 1 (preview mode), but what are they? Basically, they take existing Microsoft Office 365 products such as Outlook, OneNote, and OneDrive, and integrates them with Dynamics CRM. Integrating Office 365 Groups with Dynamics CRM greatly increases team collaboration. Office 365 Groups interface through any record you have in Dynamics CRM, an account, contact, lead, or even custom entities like projects. Team members have access to content and documentation, including a team calendar, within records in CRM. In today’s blog, we’ll be showing you how to get started!

An additional benefit of Office 365 Groups is that non CRM users can access CRM information without having an actual CRM license assigned to themselves. Since Office 365 features Microsoft Office 365 products interfaced through Dynamics CRM, if a CRM user accesses Office 365 Groups through CRM, attaches a document, posts a note to the conversation board, or creates a calendar appointment, a non CRM user can see this information in Outlook or OneDrive.

Step 1: First, login to the Microsoft Office 365 Admin Portal.

Step 2: From the Office 365 Admin Portal, click on the CRM Admin Portal.

Step 3: In the CRM Admin Portal, click Solutions.

Step 4: Select the option and then click Install. Once you accept the terms, the solution will import into your Dynamics CRM account. This may take a few minutes.

Step 5: Once Office 365 Groups are installed, launch Dynamics CRM and navigate to any record. Drop down the Common section and you will see Office 365 Groups. If a group has not been created for this record yet, you will be prompted to create a group.

Now that you have Office 365 Groups integrated with Dynamics CRM, you can collaborate with your coworkers more effectively and bridge the gap between your non CRM users. For more information on how your team can use Office 365 Groups within Dynamics CRM, watch the webinar: Office 365 Groups in Dynamics CRM.

Opening Web Resources in Dynamics 365 v9.0

Opening Web Resources in Dynamics 365 v9.0

In this blog, we will discuss the differences opening web resources in Dynamics 365 v9.0. The openWebResource client API function is used to open a HTML web resource. 

Opening web resources in Dynamic 365 v8.2

General syntax for this:

• Web Resource Name is the name of the web resource that needs to open.
  
• Web Resource Data contains the data passed to the web resource.
• Width is the width of the window.
• Height is the height of the window.

1. The Web Resource Name is mandatory and other parameters are optional if you need to simply open the web resource then use:

2. If you need to pass data via the query string parameter then use:

3. You can also specify the width and height of window:

Opening web resources in Dynamics 365 v9.0

Utility is replaced by the Navigation client API in v9.0 and the general syntax for opening a web resource is:

• Web Resource Name is the name of the web resource that needs to open
  
• Window Options is an object that contains three attributes. i.e., Height, Width, & Open in New Window, which Indicates whether the web resource needs to open in a new window or the existing window
• Web Resource Data contains the data passed to the web resource

1. Web Resource Name is mandatory and other parameters are optional if you need to simply open the web resource then use:

2. If we need to set window options then use:

3. If we need to pass data via the query string parameter then use:

This functionality is supported for both versions of Dynamics 365 v8.2 and v9.0 if you are using the supported web browsers. However, in the case of mobile devices this functionality works only in v9.0 and is not supported for v8.2.

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Happy Dynamics 365’ing!

Creating a support instance in Microsoft Dynamics 365

Creating a support instance in Microsoft Dynamics 365

This will be helpful when you raise a Microsoft Ticket, they need a copy of your instance to perform debugging to resolve your issues.

I have created a support instance to perform the full copy to the org “orgfe123ed9_1123456789”.

Here are steps to do it:

·         Go to Office 365 Admin centers > Admin > Dynamics 365

·         Choose the Instances tab.

·         Select affected instance, and then click Copy.

·         On the copy instance page, select target instance “orgfe123ed9_1123456789”, copy type Full copy, and then click Copy.

·         Click yes in the confirmation dialog box.