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Service | Customer Service, Contact Center, Fie...
Answered

could not find Incident (case) entity in dynamic 365 after enabling CRM Hub

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Posted on by 5

how to get incident entities or incident management system?? 

pastedimage1617825370749v1.png

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  • Verified answer
    Community Member Profile Picture
    on at
    RE: could not find Incident (case) entity in dynamic 365 after enabling CRM Hub

    Hi Saumil,

    From following link, I know that CRM Hub app has only 2 entities (Accounts and Contacts) by default.

    How to Install Dynamics 365 CRM Hub and Obtain Mobile Access (alithya.com)

    If so, you need add case entity or other entities you need to the CRM Hub app by app designer.

    To verify that it was correct, I went and installed the CRM Hub app.

    pastedimage1617863185732v2.png

    When i open the app, the app just has following components in the sitemap, the case entity is really not included anymore.

    pastedimage1617863240382v3.png

    Now, you can open app designer to add case entity to sitemap.

    pastedimage1617863413314v4.png

    pastedimage1617863544298v5.png

    Refresh CRM Hub app page,you will find that case entity has appeared in the sitemap.

    pastedimage1617863732511v6.png

    If I misunderstood the question, please elaborate the same further, providing relevant screenshots is the best option if possible.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Saumil thakkar Profile Picture
    5 on at
    RE: could not find Incident (case) entity in dynamic 365 after enabling CRM Hub

    Thank you @Leah... that helped.. Actually I have followed the same steps earlier but I could not see the Case Entity in the list same as you. But I had to provision CRM Hub again and now I can see case entity.

    but your post helped me confirm where I was not getting entities.

  • Community Member Profile Picture
    on at
    RE: could not find Incident (case) entity in dynamic 365 after enabling CRM Hub

    Hi Partner,

    Can you click Yes under "Did this answer your question?" to close this thread if the answer is helpful.

     pastedimage1617931693573v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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