Microsoft Dynamics CRM (Archived)

CRM 365 getting an error on creation of the record.

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Posted on by EmployeeOcta

Hello All Experts,

I am getting an error while creating a record for the entity.

i have downloaded the log file and it's showing me as below

"the requested formId is not a valid form to display for this user".

what is wrong in this.

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Alex Fun Wei Jie 33,628 on at

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Hi,

Please refer to below post

community.dynamics.com/.../the-requested-formid-is-not-a-valid-form-to-display-for-this-user-exception-while-opening-a-record-inside-dynamics-365

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Rajkumar Rajaraman on at

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Refer the following:

community.dynamics.com/.../the-requested-formid-is-not-a-valid-form-to-display-for-this-user-exception-while-opening-a-record-inside-dynamics-365

Hope this helps

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Piotr Kerner 285 on at

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Hi,

The reason why you have this might be that you have disabled the form, or limited the access to it (as per your other question) but the form was the default one. Please clean cache and verify if the problem exists.

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gdas 50,091 Moderator on at

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Hi ,

Here is the step you need to follows -

- Step 1 : Go to the form designer , click on enable security role.

- Step 2: Check your forms is showing for specific security role or for All roles.

- Step 3: If its selected specific roles then check what are the roles are selected.

- Step 4 : Now you need o go to the user , select manage roles check the user under which security role.

- Step 5: In step 4 the user selected security role must be selected in the Step 3 form level security roles.

Hope this helps.

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Mahendar Pal 45,095 on at

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Hi,

It seems you have form level security enabled and you don't any fallback form configured (it's always a good idea to have a fallback form incase if current user don't have the security role which is associated with any form then this form will be open for this user)

So recheck for level security and configure fallback form as well

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EmployeeOcta 6 on at

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Hello Mahendra,

i have elected one form with fallback and other one i have copied from this form and disable fall back and assigned it only to the system administrator role.

now one of the user is getting the above error , and user is not assigned the system administrator role.

i don't want to assigned the system administrator to this role as goutam das mentioned.

how to overcome this issue without assigning security role to the user.

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Piotr Kerner 285 on at

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If this is one user, you might do something like this:

1. create a temporary security role,

2. assign it to that user

3. enable the form for that role

4. Once the user opens the form, let him select the proper form (upre left corner of the form).

5. Remove access to the copy form once the user confirms that he can open records of that entity with the correct form.

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