Microsoft Dynamics CRM (Archived)

Unable to Create Work Order from Case

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Posted on by Ashish2012

Hello,

Created New instance and did related setup for Case to WO creation.

Creating case from CRM portal --> Converting to WO Showing error.

Error: Process action associated with this process is not activated.

Pl help me with this

1780.Untitled.png

Assigned Incident Type to Case before converting to WO.

Assigned Same Price List to Account as of Incident Type.

Thanks

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Community Member Microsoft Employee on at

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RE: Unable to Create Work Order from Case

Hi Ashish,

thanks for asking about it.

Please refer to the following page.

community.dynamics.com/.../133.suggested-and-verified-answers

Thanks

Francesco
ashish201212 30 on at

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RE: Unable to Create Work Order from Case

Hello Francesco, Unable to mark as suggested solution. Pl guide me :)
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ashish201212 30 on at

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RE: Unable to Create Work Order from Case

Thanks
Karuna Karan 1,210 on at

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RE: Unable to Create Work Order from Case

I have faced this issue in the past. When you provision a new trial some of the Biz Processes are not activated. Field Service Module has lot of issues, we have many open ticket with MS, in fact we are helping them identify these bugs.

Anyways, how I solved this issue, just go to All Processes View, sort by Draft status and activate all of them. Ideally this is resolve your issue.

Regards

KK
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Community Member Microsoft Employee on at

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RE: Unable to Create Work Order from Case

Hi ashish201212,

please post also the process name that is called from entity form, I don't know what is.

Thanks

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
ashish201212 30 on at

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RE: Unable to Create Work Order from Case

Hello Francesco,

Pl find the Attached workflow pictures:

Thanks
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Community Member Microsoft Employee on at

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RE: Unable to Create Work Order from Case

Hi ashish201212,

Please post the screenshot requested, where to see all the process names involved (from form, from processes home page, etc.).

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
ashish201212 30 on at

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RE: Unable to Create Work Order from Case

Hello Francesco,

Issue still not resolved, I need it to be done asap.

Thanks
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Community Member Microsoft Employee on at

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RE: Unable to Create Work Order from Case

Hi ashish201212,

I don't know the process name, try to post some screenshot about Processes (All processes view) and workflow/process screnshot.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
ashish201212 30 on at

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RE: Unable to Create Work Order from Case

Hello Francesco,

Pl let me know the process name. Tried to search process and unable to find one.

Thanks for the help