Microsoft Dynamics CRM (Archived)

Unable to Set a workflow in CRM Online

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Posted on by happyman

565

Hi,
I have just created a new instance (Trial account) i can't found process center area.
PS: i'm the system admin.

Thanks.

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happyman 565 on at

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RE: Unable to Set a workflow in CRM Online

Hi Aman Anvaria,

Thanks a lot, it works now.
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Aman Anvaria 306 on at

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RE: Unable to Set a workflow in CRM Online

Hi happyman,

Your version would be organization Insights is 1.3.1.0, it is a BUG in this updated version of Organization Insights solution which is being reported to Microsoft.

Due to this BUG you won't be able to add date in TO and FROM field on OrgInsights Dashboard as well. If this solution is not of high importance, delete it and refresh the page. Then Process Center will be visible.

I hope this helps, waiting for an update of OrgInsights solution is the only option.

If you come up with some workarounds, please share.

Thank & Regards,

Aman Anvaria
happyman 565 on at

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RE: Unable to Set a workflow in CRM Online

Hi Aman Anvaria,

the first point it's done.

Yes, i have Organization Insights Solution installed in my trial environnement.

Regards.
Aman Anvaria 306 on at

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RE: Unable to Set a workflow in CRM Online

Hi happyman,

Some points you should check:

1. As suggested by Francesco - promote yourself to admin.

2. Have you installed Organization Insights Solution in your trial ?

Thanks and Regards,

Aman Anvaria
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Alex Fun Wei Jie 33,626 on at

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RE: Unable to Set a workflow in CRM Online

Hi,

It need sometime to work after you promoted to admin. I faced exactly the issue last month.
happyman 565 on at

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RE: Unable to Set a workflow in CRM Online

Hi Francesco Picchi,

i did already this manipulation.

I tried with other browser with private mode, but the same thing.

Regards.
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Community Member on at

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RE: Unable to Set a workflow in CRM Online

Hi,

you should promote yourself to admin as proposed by Francesco and then you will see this navigation:
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Community Member on at

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RE: Unable to Set a workflow in CRM Online

Hi happyman ,

you need to promote your user to admin.

Please see the following screenshot:

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
happyman 565 on at

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RE: Unable to Set a workflow in CRM Online

Hi Aman Anvaria,

Yes i get the same configuration.

I'm using Chrome as browser and my CRM's version is 9.0

Regards.
Aman Anvaria 306 on at

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RE: Unable to Set a workflow in CRM Online

Can you please be more specific about version of CRM and web-browser which you are using?

Are you getting something like this-

Regards,

Aman Anvaria