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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

view is not available in dynamics 365

Posted on by 1,075

Hello community experts,

I'm trying to add members to marketing list but I'm getting this error. I'm the system administrator, still I'm getting this error

Marketing-list.PNG

Please guide

Best Regards,

Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: view is not available in dynamics 365

    Thanks a lot Rakesh for the help

    I created a new Lead Card Form and configured accordingly

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: view is not available in dynamics 365

    Thanks a lot for the response Rakesh

    Our CRM has account card form and contact card form so the marketing list when targeted at account and contact worked well

    But I do not find any "Lead card form" on the CRM

    So it is still showing same error when targeted at lead

    Nor it is showing any other forms as drop-down

    ML1.PNG

    Please guide,

    Best Regards,

    Sumaira Noor

  • Verified answer
    RakeshJ Profile Picture
    RakeshJ on at
    RE: view is not available in dynamics 365

    Is this happening for Static Marketing List or Dynamic Marketing List record ?

    The Members view is loaded via control added on the Members grid.

    1. Go to Setting> Customization> Customize the system>  Entities > Marketing List > Forms.

    2. Open Marketing List Form> Go to the Members Tab> In the members tab, for Static Members you will see grid name : Accounts, Contacts, Leads.

    For Dynamics Members, you will see grid name : Dynamics Accounts UCI, Dynamics Contacts UCI, Dynamics Leads UCI.

    Depending on your issue check the controls of the grid - if its with static ML members for Contacts grid- go to grid properties > Controls tab it should show as Read-Only Grid for Web, Phone, Tablet.

    pastedimage1589475524890v1.png

    For Dynamics ML members for Contacts, it should show control name 'CC_Marketing_DynamicListSubgrid' for Web, Phone, Tablet.

    pastedimage1589475608695v2.png

    Check for each grid control. These kind of issue occurs if there is any changes in the control on one of the grid properties. As a best practice, compare the control details with other org where it works or with any vanilla org. 

    If this is helpful, kindly mark this as verified. 

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