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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Automatic Opportunity ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Automatic Opportunity Form Switching based on Order Type

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Posted on by Anshuman Trivedi 130

We are on the latest version of field service. here we have found that there is a error message on top of the opportunity form saying "This form can only be used on service-maintenance based records. Record is read only.".

Due to this we are not able to update the opportunity.

We have 2 more custom order type values , what we want here to automatically switch form to field service information if "Order Type" is Service Maintenance based otherwise switch form to "Opportunity"

So we can update the opportunity in field service app.

Is there any possible out of box solution? or we need to do this via script?

Thanks in Advance.

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    HI Partner,

    For the error message on top of the opportunity form saying "This form can only be used on service-maintenance based records. Record is read only."

    You can use the out-of-the-box opportunity (Opportunity: Opportunity) form shipped by Dynamics 365 Sales or copy this form for further customization.

    Reference link: https://docs.microsoft.com/en-us/dynamics365/field-service/troubleshoot-faq#why-do-i-get-the-error-message-this-form-can-only-be-used-on-service-maintenance-based-records-record-is-read-only

    As far as I know with OOB we cannot Switch the form Based on the value of "Order Type"

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