Hi @Jennifer Havir,
Great to hear that it did the trick!
I got to this by reading the error details in your attachment.
one last tip on that: be careful sharing those files with non-anonymized data, as it may conflict with your companies privacy policy.
Have a nice day!
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Rogier Vriezen
Functional Consultant
Amsterdam, Netherlands
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Original Message:
Sent: Dec 17, 2019 08:52 AM
From: Jennifer Havir
Subject: Error when adding a Project Manager to a Project
@Rogier Vriezen Thanks so much for your response!
I did as you suggested and ran an advanced find on "Bookable Resource" and located only one record. It had the resource type "Contact", so I created another one using "User" and added a 2 after his name. I was then able to populate the project manager field with his user record. Thanks for the help!
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Jennifer Havir
Tennant Company
Minneapolis MN
Original Message:
Sent: Dec 17, 2019 03:28 AM
From: Rogier Vriezen
Subject: Error when adding a Project Manager to a Project
Hi Jennifer,
A bit of a long shot, but:
It looks like your Project Service plugin throws an error on selecting this user as a bookable resource because his resource name is not unique. You may wanna try running an advanced find on the resource entity to check if this person maybe exists as both a project manager and something else.
This would also explain why it only happens to this person, and not to others.
let me know if this helped.
Kind regards,
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Rogier Vriezen
Functional Consultant
Amsterdam, Netherlands
Original Message:
Sent: Dec 16, 2019 10:13 AM
From: Jennifer Havir
Subject: Error when adding a Project Manager to a Project
Hello,
I am receiving an error message when adding a person as a project manager. It is only this one individual I am not able to add. He has a CRM license, but I receive the error message:
Has anyone been working with Project within Dynamics or come across this error message before? I have attached the error details.
Thanks for the help :)
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Jennifer Havir
Tennant Company
Minneapolis MN
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