Dynamics 365 Sales troubleshooting guide

Leads

  • I can't qualify a lead
  • Insufficient permissions or Access denied error when a user is trying to qualify a lead
  • The Qualify lead command is not available on the Lead record
  • Account or contact-related fields aren't populating on the Lead form
  • Opportunities

  • I can't close an opportunity
  • Insufficient permissions or Access denied error when a user is trying to close an opportunity
  • I can't edit an opportunity
  • I can't add products to an opportunity
  • I can't see the connection records added from the Stakeholders subgrid
  • Orders

  • I don't see the Create invoice button on my order forms
  • Products

  • Re-parenting isn't working, or the Parent field isn't visible
  • List Price, Standard Cost, or Current Cost fields don't honor Decimal Supported field precision value.
  • I get an error when setting the Quantity field to a decimal value in the Order Product, Quote Product, Invoice Product records.
  • I get an error while opening or saving a Product record when the Decimal Supported field has value > 2.
  • Forecasting

  • Territory-based forecast issues and resolution
  • Unable to hide forecast category field in Opportunity form
  • Unable to view forecasts
  • Unable to load forecast grid and an error is displayed
  • Unable to view drill down data in a forecast grid
  • Forecast category fields are not getting updated
  • Views

  • I can't see data in certain columns in table views
  • I can't see some records in the table views
  • I can't see some records in opportunity, quote, order, or invoice subgrids
  • I can't update nested bundle items on the Product tab
  • I can't see opportunity records in the legacy web client while I can see them in Unified Interface
  • Unified Interface

  • Out-of-the-box or custom entities appear as read-only in Unified Interface apps
  • Common issues across entities

  • In Context Form may appear in the form selector
  • Error or unexpected behavior while working on tables
  • Currency and price list

  • I can't update the currency or price list for an opportunity, quote, order, or invoice
  • Developer

  • Price calculation service gets triggered upon retrieving details from OQOI entities
  • In-app marketing

  • When I open Marketing List form, the Members view is not available
  • I'm unable to associate a campaign created from marketing list form with marketing list record in Unified Interface
  • Unable to find related account field for a member account using advanced find in Unified Interface
  • Unable to send emails using email quick campaign distribution list
  • Unable to change the Form field in the email within the quick campaign wizard
  • Unable to see Email templates in the distribute dialog box
  • Sales pipeline chart

  • I see multiple pipeline phases with different sequences, such as 6-Close and 7-Close
  • I see pipeline phase values from multiple business process flow definitions
  • The sales pipeline chart ordering is displayed differently in Unified Interface vs. the legacy web client
  • LinkedIn Integrations

  • Error in enabling LinkedIn updates
  • Unable to upgrade the LinkedInSalesNavigatorForUnifiedClient solution
  • Sales Premium

  • I'm unable to install or Sales Insights features aren't working as defined