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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Client 360 - A single ...
Microsoft Dynamics CRM (Archived)

Client 360 - A single client view

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Posted on by Community Member

Hi community,

Has anybody had any experience with the Client 360 Single View Demo CRM extension?

I'm still trying to configure the "Single View Setting" record but when trying to view the (tiles) results on my account/contact form, I'm getting the "No Matching Configuration Record Found" error. Many users have experienced the same scenario and there's no definitive resolution in the blogs I researched:

http://markmargolis.wordpress.com/2014/01/20/client-360-a-single-client-view-for-microsoft-dynamics-crm-2013/

http://markmargolis.wordpress.com/2014/06/30/client-360-single-view-component-for-microsoft-crm/

Any help is appreciated,

Cheers,

VVG

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  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Client 360 - A single client view

    Hi VVG,

    Have you imported the setting file?

    markmargolis.files.wordpress.com/.../single-view-setting.xlsx

    I have tried before, and the first time got error, exactly as you have, but after several try, I can use that component.

    Thanks.

  • Community Member Profile Picture
    Community Member on at
    RE: Client 360 - A single client view

    Thanks Aileen. In addition when I changed the Icon Source field to any value except "From Field on Entity" I stopped getting errors.

  • Community Member Profile Picture
    Community Member on at
    RE: Client 360 - A single client view

    Update: When you select “From Field on Entity”, you should also specify the name of that field, and ensure that the field contains the path to an icon

  • kubitzu666 Profile Picture
    kubitzu666 on at
    RE: Client 360 - A single client view

    Hi!

    How can I import this file into CRM?

  • Community Member Profile Picture
    Community Member on at
    RE: Client 360 - A single client view

    Hi,

    I am unable to find the web resource "ms_SingleViewDisplay.html" in the solution as mentioned in the demo. So unable to configure it.

    can you help me point to the correct solution file.

    Thanks in Advance,

    Sandeep

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