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I need some real help as I am stuck in the middle of no where.
We are using Microsoft Dynamics 365 CE (Sales Hub, forms are customized as per business requirements. Working fine for more than a year) for quite a long period now. Last month we decided to start using PSA module as well. So we upgraded the FS and PSA solutions. And after that the problems started to appear.
We are using a customized form for managing the opportunity records in Sales Hub, after the upgrade of the above mentioned solutions, we are facing error messages on few of the opportunity records. The error messages are absolutely random and I have no idea what causing these errors to appear. (See below screen shot for better understanding). What it actually does it, it makes the record read-only and we can't so any changes to the record. It happens to few records not all records. Although when we change the form from Opportunity form to Field service form the error messages gets disappear but that will not resolve the issue as the Field service form does not contains the required fields.
I am stuck here have no idea what to do. The Sales Hub Opportunity records are giving these errors which were working fine before the solution upgraded.
Error Message: Service-maintenance based records can only be edited by using Field Service form. Record is read only.
Please help. Thanks.
This is currently a known issue wherein once you update FS and PSA the OOB standard form gets disabled, Here are the steps that you can verify and mitigate the issue
Navigate to Setting -> Customization -> Customize the System -> Model-driven Apps -> Select sales hub
Within Sales hub App Designer -> Navigate to opportunity Entity and Click on Forms -> Select and enable the Form which is required
Additionally, You can also check by Navigating to Customizations->Customization your system, Entity->Opportunity->Form, select opportunity form (Affected Form)
Click Form Properties, on Event Handler section, double click Opportunity.Library.js, change Function from FS.Opportunity.Library.Load to FS.Opportunity.Library.LoadStandardForm, OK, OK. Save & Publish.
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