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Hello all!
I am supporting an end user that is experiencing difficulty placing orders for supplies for our clients. The way we have things structured in CRM currently there are Accounts that are our clients, and Contacts which are employees at those client locations. Customer service employees at my company can order supplies for clients in CRM by navigating to the client's Account, scrolling down to Supply Orders, click the "+" button, and this will bring up a new screen for making a new Order.
Here I select the Contact I'm sending an order to, and then on the right side in Products I click the "+" and click "Existing Product". At this point I have a search box and I can look for different products we offer. Expected behavior is that I click one and it gets added to the cart and I can click "Save and Close" and it'll create the order. The problem I'm running into is that for certain products when I click on them from the Existing Products list, it never shows up in the cart, and I get a red X icon. If I hover the red X I get the error:
"An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support."
Retrying the operation has not resolved the issue. Given the generic nature of the error I'm really at a loss on how to begin troubleshooting. Unfortunately, due to employee turnover, I am the Dynamics CRM Administrator so I don't have an authoritative source of information to go to within my organization. My guess is that the way the Product is defined is incorrect in some way, but comparing to other products that are working but I don't see any difference.
If you have any ideas on how I can troubleshoot I'd certainly appreciate it. I'm sure that I'm omitting necessary information here, so let me know what more information is necessary to help troubleshoot. Thank you.
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