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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Enabling Service Module
Microsoft Dynamics CRM (Archived)

Enabling Service Module

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Posted on by Davyjones 1,299

Hi,

We have a 2011 on premise setup and when it was implemented the whole Service module was disabled as we didnt want to use it but has the sales and Marketing enabled. Now we are trying to show some FAQ and Manuals to our user base and found that it can be done using the KB article menu, but the Article menu is disable completely. we are not sure how to enable to Article entity alone, or can it be done like that. Please help.

Note: When i say Article is disabled, it means when i go to the Article entity the entity is completely grayed out.

Thanks

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I have the same question (0)
  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Refer this,

    crm.fueledbysleep.com/.../how-to-use-articles-in-microsoft-dynamics-crm-why-you-should-use-them

    Hope this helps

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at

    Hi,

    In the OOTB of Dynamics CRM, there is one security role named as 'CSR Manager' available. Kindly assign this role to the concerned user and check whether things are start working or not? If it fulfills your requirement then copy the necessary access and privileges of 'CSR Manager' security role under the 'Service' tab to the existing or newly created security role. Thanks. 

    4786.Untitled.png

    If I answered your question, kindly mark the post as Verified.

  • Davyjones Profile Picture
    Davyjones 1,299 on at

    Hi,

    Actually  i am the system administrator with system administrator role, somehow they have disabled the whole service module but dont know how. please help.

    Thanks

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at

    Hi,

    Since, you are the 'System Administrator', so 'Sitemap' is the only option left. I created a new Dynamics CRM Online organization, created a new solution and include sitemap into it. Export the Solution, unzip the solution and open the customizations.xml file in the notepad. Add the <Area Id="CS"........></Area> tag before the last </sitemap></sitemap>. Since, I copied sitemap from the other Dynamics CRM organization, then might be Id names you need to change. Thanks.

    <ImportExportXml xmlns:xsi="www.w3.org/.../XMLSchema-instance">
  <Entities></Entities>
  <Roles></Roles>
  <Workflows></Workflows>
  <FieldSecurityProfiles></FieldSecurityProfiles>
  <Templates />
  <SiteMap>
    <SiteMap>
      <Area>
        Other Area Tags are appearing here. Add the below Area tag before "</sitemap></sitemap>"
      </Area>
      <Area Id="CS" ResourceId="Area_Service" DescriptionResourceId="Customer_Service_Description" Icon="/_imgs/services_24x24.gif" ShowGroups="true" IntroducedVersion="7.0.0.0">
        <Group Id="CS" ResourceId="Area_Service" DescriptionResourceId="Customer_Service_Description" ToolTipResourseId="Customer_Service_ToolTip" IntroducedVersion="7.0.0.0">
          <SubArea Id="nav_cases" DescriptionResourceId="Cases_SubArea_Description" ToolTipResourseId="Cases_SubArea_ToolTip" Entity="incident" GetStartedPanePath="Cases_Web_User_Visor.html" GetStartedPanePathAdmin="Cases_Web_Admin_Visor.html" GetStartedPanePathOutlook="Cases_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Cases_Outlook_Admin_Visor.html" IntroducedVersion="7.0.0.0">
            <Privilege Entity="incident" Privilege="Read" />
          </SubArea>
          <SubArea Id="nav_queues" ResourceId="Homepage_Queues" Entity="queueitem" DescriptionResourceId="Queues_SubArea_Description" ToolTipResourseId="Queues_SubArea_ToolTip" Icon="/_imgs/ico_18_2020.gif" Url="/_root/homepage.aspx?etc=2029" GetStartedPanePath="Queues_Web_User_Visor.html" GetStartedPanePathAdmin="Queues_Web_Admin_Visor.html" GetStartedPanePathOutlook="Queues_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Queues_Outlook_Admin_Visor.html" IntroducedVersion="7.0.0.0">
            <Privilege Entity="queueitem" Privilege="Read" />
          </SubArea>
          <SubArea Id="nav_KnowledgeArticles" DescriptionResourceId="KnowledgeArticles_SubArea_Description" Entity="knowledgearticle" IntroducedVersion="8.0.0.0">
            <Privilege Entity="knowledgearticle" Privilege="Read" />
          </SubArea>
        </Group>
        <Group Id="Collateral" ResourceId="Area_Collateral" DescriptionResourceId="Area_Collateral_Description" ToolTipResourseId="Area_Collateral_Service_ToolTip" IntroducedVersion="7.0.0.0">
          <SubArea Id="nav_answers" DescriptionResourceId="Article_SubArea_Description" ToolTipResourseId="Article_SubArea_ToolTip" Entity="kbarticle" GetStartedPanePath="KB_Web_User_Visor.html" GetStartedPanePathAdmin="KB_Web_Admin_Visor.html" GetStartedPanePathOutlook="KB_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="KB_Outlook_Admin_Visor.html" IntroducedVersion="7.0.0.0">
            <Privilege Entity="kbarticle" Privilege="Read" />
          </SubArea>
          <SubArea Id="nav_contracts" DescriptionResourceId="Contract_SubArea_Description" ToolTipResourseId="Contract_SubArea_ToolTip" Entity="contract" GetStartedPanePath="Contracts_Web_User_Visor.html" GetStartedPanePathAdmin="Contracts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contracts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contracts_Outlook_Admin_Visor.html" IntroducedVersion="7.0.0.0">
            <Privilege Entity="contract" Privilege="Read" />
          </SubArea>
          <SubArea Id="nav_products" DescriptionResourceId="Product_SubArea_Description" ToolTipResourseId="Product_SubArea_ToolTip" Entity="product" GetStartedPanePath="Products_Web_User_Visor.html" GetStartedPanePathAdmin="Products_Web_Admin_Visor.html" GetStartedPanePathOutlook="Products_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Products_Outlook_Admin_Visor.html" IntroducedVersion="7.0.0.0">
            <Privilege Entity="product" Privilege="Read" />
          </SubArea>
          <SubArea Id="nav_services" DescriptionResourceId="Service_SubArea_Description" ToolTipResourseId="Service_SubArea_ToolTip" Entity="service" GetStartedPanePath="Services_Web_User_Visor.html" GetStartedPanePathAdmin="Services_Web_Admin_Visor.html" GetStartedPanePathOutlook="Services_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Services_Outlook_Admin_Visor.html" IntroducedVersion="7.0.0.0">
            <Privilege Entity="service" Privilege="Read" />
          </SubArea>
        </Group>
      </Area>
    </SiteMap>
  </SiteMap>
  <EntityMaps />
  <EntityRelationships />
  <OrganizationSettings />
  <optionsets />
  <Languages>
    <Language>1033</Language>
  </Languages>
</ImportExportXml>


    If I answer your question, kindly mark this post as Verified.

  • Davyjones Profile Picture
    Davyjones 1,299 on at

    Hi,

    Yes it seems that whole part of service is missing in mine, Is this for CRM 2011?

    Thanks

  • Verified answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at

    The above XML is generated from Dynamics CRM 2016 Online. Use the same XML and try it. If it don't work, then do necessary tweaking.

    If I answer your question, kindly mark this post as Verified.

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