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I am trying to import a customized solution from my On-prem Dynamics CRM 2016 version (22.214.171.1245) to the D365 Sales Professional Online Version (Server version: 9.1.0000.11139, Client version: 1.3.199-1911.3)
I did the import which worked well, then I published the solution and did not get any error message.
But when I go to create a new lead I do not see my customizations.
Any suggestions? How can I get it working?
Can you quickly check if the formId is the same that you customized in 8.1 version?
From 8.1 to 9.1, forms and other components changed quite a bit, so validate if the form you have customized is the same as the one you are opening.
To do this, you can go to Settings -> Customize the system -> Expand Entities -> Lead -> Forms -> Open your form -> Check the URL
did you imported this solution as managed or un-managed? if it was managed may be default unmanage solution overrides the changes.. worth going in the customization area and check this..
Hi there, to fix this issue I created new environment and started the import process from scratch and that solved the problem. Now I have all my customization in online version.
But i am missing "+New" option in one of the lookup field. Any idea how to fix that?
Could you please check your security role , might be you wont have CREATE access for the lookup entity.
Hi i have the system admin role.
Is it possible to share screenshot .
Here you go. Missing +New option.
What is the logical name of the relationship?
Logical Name as in? Its the Lookup view for the custom entity.
I have also shared screenshots on this post
I had a look to the arcticle you linked. I believe Mustafa mentioned to try open the same record in the web client.
To do so, you can:
- Copy the URL of your current record. Example: https://contoso.crm.dynamics.com/main.aspx?appid=39d848b2-8c34-ea11-a812-000d3a53014b&pagetype=entityrecord&etn=lead&id=ed975ea3-531c-e511-80d8-3863bb3ce2c8
- Remove the appid and replace by: forceClassic=1Example:
Then validate if the button is also missing there.
Amazing Sergio. Thank you so much for your detailed explanation.
I am new to D365 online and just moved my custom on-prem solution to online. So trying to get it worked as before.
Also, is there a way that I can provide 1 link to my users and if they are using the web they go to Legacy and if mobile then they go to App?and does SLA enhanced KPI works on the Online version?
You can go to the admin.powerplatform.microsoft.com and change the the organization to not open always in Unified Interface mode:
Environments -> Click the three dots in your environment and click Settings -> Expand Product -> Click Behavior -> Disable "Use only the unified interface"
Then your users can use the web client for navigating Dynamics 365, and use a model driven app for mobile access.
However, the action I recommend if for you to disable the setting "Read-only in mobile" for your custom entity.
Does SLA enhanced KPI works on the Online version? - Yes
Thank you so Much. Aprreciate it!
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