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Call center feature buttons not enabled on sales order form in D365 Demo environment

  • 1.  Call center feature buttons not enabled on sales order form in D365 Demo environment

    TOP CONTRIBUTOR
    Posted 27 days ago

    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
    ------------------------------
    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Call center feature buttons not enabled on sales order form in D365 Demo environment

    TOP CONTRIBUTOR
    Posted 27 days ago

    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
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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