Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Daniel Zook]

As part of our D365 upgrade project, I deployed a demo environment from LCS (to Azure, which is the only option now that Microsoft changed things… again…)

In the demo environment I need to try out the call center sales order features as part of the fit/gap analysis.  Unfortunately, the “complete” button is missing, and the payments and sales order recap buttons are disabled.

Here is what I’ve tried so far:

– Confirmed the Call Center license configuration key is enabled

– Confirmed my user account has the System Administrator role

– Confirmed my user is assigned to the channel users in the 000038 “Fabrikam call center” call center

– Tried creating the sales order after looking up two different users in the customer service form (one existing, one new)

– Opened a ticket with Microsoft.  They were not able to reproduce the problem in their “internal environment”.

Does anyone know if this is a known-issue with the Demo environment?  Or how to fix it?

——————————
Daniel Zook
Director of IT
Lehman’s
Dalton OH
——————————

[Daniel Zook]

Microsoft suggested using USRT (instead of USMF, which is the company I was using), and that works.  Just FYI for anyone else in this predicament.

Apparently the reason for this is because the call centers list is company-wide, but each call center is linked to a particular company.  I missed that…  :-/

——————————
Daniel Zook
Director of IT
Lehman’s
Dalton OH
——————————
——————————————-