Monday, 27 May 2019

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.

No comments:

Post a Comment

Introduction to Dynamics 365 CE Data Migration using ADF

Dynamics 365 CE Data Migration using ADF can be necessary for various reasons, such as archiving historical data, integrating with other sys...