Troubleshoot common issues with multiple tables

This article helps you troubleshoot and resolve common issues across multiple tables like opportunity, quote, order, or invoice in Microsoft Dynamics 365 Sales.

Issue 1 - In Context Form may appear in the form selector

The In Context Form is used for displaying and customizing the side panel in deal manager, and in the new interface for contacts, opportunities, leads, and accounts.

Cause

If your environment has any customization that sets the formActivationState to Active for these tables, the In Context Form appears in the form selector dropdown and lets users select this form for viewing the record details.

Resolution

If the appearance of In Context Form leads to confusion, you can deactivate the In Context Form as shown in the following screenshot.

Issue 2 - Error or unexpected behavior while working on tables

Symptoms

While working on tables (such as opportunities, quote, order, invoice, quote product, and order product), you observe unexpected behavior or an error in Dynamics 365 for Sales. The following are some of the errors that you might encounter while working on opportunities, and they might apply to other tables:

• "Extended Amount is wrong after revising quote"- this error might occur due to a custom plug-in.
• "Error while saving the opportunity" - this error might occur due to custom JavaScript.
• "Error while close opportunity" - this error might occur due to a custom workflow.

Cause

These issues might occur due to improper customization of the application.

Resolution

You must verify the improper customizations and resolve them. Perform the following verification methods to identify which customization is causing the issue, and then resolve:

• Deactivate a custom plug-in
• Disable custom JavaScript
• Deactivate a custom workflow process

Deactivate a custom plug-in

1. Go to Settings > Customizations > Customize the System.

2. Select Sdk Message Processing Steps.

   A list of available SDK message processing steps is displayed.

3. Select the Filter icon, select the column Primary Object Type Code (Sdk Message Filter), and then select the table for which the error is occurring.

   

4. Select the SDK message processing steps that are coming from the solutions owned by you.

   Note

   To view your custom SDK message processing steps:

   1. Go to Settings > Solutions, and then open the solution.

   2. Select SDK Message Processing Steps. Verify that the values are selected as follows: Component Type to SDK Message Processing Step, and View to All.

5. Select Deactivate.

6. Publish the customizations.

   

7. Verify the issue and if it doesn't occur, the issue is with the custom SDK message processing steps. Resolve the issue.

Note

If the issue occurs, activate the SDK Message Processing Steps that you deactivated now and try to disable custom JavaScript or deactivate a custom workflow process.

Disable custom JavaScript

1. Open the form editor of the table in which the error is occurring. In this example, we're selecting the table as Opportunities and the default solution form.

   

2. Select Form Properties on the form editor.

   

   The Form Properties dialog box opens.

3. On the Events tab, select the control OnLoad from the Events drop-down list.

   

4. Choose the custom JavaScript files that are coming from the solution owned by you.

   Note

   To view your custom JavaScript:

   1. Go to Settings > Solutions, and then open the solution.
   2. Select WebResources. Verify the values are selected as: Component Type to WebResources and View to All.
   3. Select Filter icon to enable filter options for columns. Select Type and set the filter as Script (JScript).

   

5. Select Edit. In this example, we have selected the custom JavaScript file eg_opportunity to edit.

   

6. Clear the Enabled option and select OK.

   

7. Publish the customizations.

8. Verify the issue and if it doesn't occur, the issue is with the custom JavaScript. Resolve the issue.

Note

If the issue occurs, enable the JavaScript that you disabled now and try to Deactivate a custom plug-in or Deactivate a custom workflow process.

Deactivate a custom workflow process

1. Go to Settings > Customizations > Customize the System.

2. Select Processes. These processes include Workflow, Business Process Flow, and Business Rule.

   A list of available processes is displayed.

3. Select the Filter icon, select the column Primary Entity, and then select the table for which the error is occurring.

   

4. Choose the processes that are coming from the solutions owned by you.

   Note

   To view your custom processes:

   1. Go to Settings > Solutions, and then open the solution.
   2. Select Processes. Verify the values are selected as: Component Type to Processes and View to All.

5. Select Deactivate.

6. Publish the customizations.

   

7. Verify the issue and if it doesn't occur, the issue is with the custom processes. Resolve the issue.

Note

If the issue occurs, activate the Processes that you deactivated now and try to Deactivate a custom plug-in or Disable custom JavaScript.

Issue 3 - Custom plug-in handling by using a shared variable

Symptoms

• Create and update operations on Opportunity, Quote, Order, and Invoice tables trigger updates on their parent tables.
• Retrieving details about Opportunity, Quote, Order, and Invoice tables internally triggers the Price Calculation service, which subsequently triggers custom plug-ins created by customers.

Resolution

Custom plug-ins execute create, update, and save operations on Opportunity, Quote, Order, and Invoice tables. The create and update operations on these tables internally trigger the Price Calculation service, which then updates the associated price-related fields or attributes of their parent tables.

You can identify or differentiate any updates in Opportunity, Quote, Order, or Invoice tables or parent Opportunity, Quote, Order, or Invoice tables by using the internal Price Calculation service or by using your own custom plug-in. The Boolean shared variable InternalSystemPriceCalculationEvent, which is accessible through IPluginExecutionContext, is available within the plug-in code. Any create or update event processed by using the Price Calculation service will set the value of the variable InternalSystemPriceCalculationEvent to true. The default value of InternalSystemPriceCalculationEvent is false. You can access this variable from your custom plug-in code to control the flow of your existing business logic.

Note

To perform custom plug-in operations by using a shared variable, make sure that the out-of-the-box Price Calculation service is disabled.

Sample code

public void Execute(IServiceProvider serviceProvider)
{
   // Obtain the tracing service
   ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

   // Obtain the execution context from the service provider.  
    IPluginExecutionContext executionContext = (IPluginExecutionContext)
    serviceProvider.GetService(typeof(IPluginExecutionContext))
    bool isInternalSystemPriceCalculationEvent = false;

    //Check existence of shared variable and fetch the value from executionContext
    if (executionContext.ParentContext != null && executionContext.ParentContext.SharedVariables.ContainsKey("InternalSystemPriceCalculationEvent"))
                    
    {
        isInternalSystemPriceCalculationEvent = (bool)executionContext.ParentContext.SharedVariables["InternalSystemPriceCalculationEvent"];
    }   

    if (isInternalSystemPriceCalculationEvent)
    {
            //TO DO - Add or skip custom business logic
    }

}