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Microsoft Dynamics CRM (Archived)

Issue in Customer Self-Service Portal In Dynamic 365

Posted on by 255

an error has occurred while saving the Case Record in the Customer Self-Service Portal. 

Screen-Shot-for-the-Case-Record.PNG

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  • Suggested answer
    CharlotteS Profile Picture
    CharlotteS on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    I had a similar problem. In my case a required field (customerid) that was pre-populated with the contact parentcustomerid was disabled on the form, so only after setting a similar Set Value on Save settings for this field (in Entity Form Metadata) the value was actually sent to CRM, and the case was created successfully.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    I am out of ideas but curious to know what is "Grievance Officer's Lookup Field" is it out of box customer id field? when you says 'it will through a remarks' you mean red error message?

    Can you share the CRM & Portal create case form screenshot please?

  • Anant Profile Picture
    Anant 255 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    In CRM, it is working fine.

  • Anant Profile Picture
    Anant 255 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    I have taken the Contact name on Grievance Officer's Lookup Field(if i take Account's value, it will through a remarks saying we have to take the Contact name from the Contact Lookup).

    When i save the record, it is showing the following error.:

    An unknown failure has occurred. Error ID # [00000001-0000-0000-0000-000000000000]

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    so if you have a value in officer lookup then it is throwing error and if no value then its working fine?

    Can you try the same operation in CRM if it is working fine in crm?

  • Anant Profile Picture
    Anant 255 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    Yes, all the necessary fields of the Case entity are visible on the portal form.

  • Anant Profile Picture
    Anant 255 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    in the Grievance Officer Lookup View Of Case entity, i have chosen the Contact from the Contact Lookup Value. When i save the record it is giving the error like as:

    An unknown failure has occurred. Error ID # [624c5903-1ae4-4f88-ad6a-a4ac05e289e8]

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    Can you confirm if the customer field is present in the portal form?

    Also, do you have any madatory fields as well? If yes, those should also needs to be visible in portal form.

  • Anant Profile Picture
    Anant 255 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    Hi Ravi,

                No, from the beginning, i am not able to create a Case record from the portal itself.

    Though, the Case is created in the CRM itself when i chose the Case as the form option.

    and Contacts are visible while creating Case from the Portal.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Issue in Customer Self-Service Portal In Dynamic 365

    Hi Anant,

    This is a generic error message which could occur in several scenarios.  

    Did it ever worked for you?

    Do you have the customer & contact field in the Portal form and are visible?

    Can you check if you are able to create case within crm?

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