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Common Errors

Download Dynamics Dossier

Common Errors

Overview

This guide covers the most frequently encountered errors when using Dynamics Dossier and provides step-by-step solutions to resolve them quickly.

Installation and Setup Errors

Error: "Extension could not be installed"

Problem: Installation fails during the extension installation process

Possible Causes:

  • Missing dependencies (Q-Team App Authenticator or Drag & Drop)
  • Insufficient permissions
  • Version compatibility issues
  • Server/environment issues

Solutions:

  1. Check Dependencies:
    • Ensure Q-Team App Authenticator is installed first
    • Verify Drag & Drop extension is installed
    • Check extension versions are compatible
  2. Verify Permissions:
    Required Permissions:
- Business Central Admin rights
- Extension Management permissions
- Company configuration access
  3. Check Version Compatibility:
    • Verify Business Central version is 26.0 or higher
    • Confirm app version matches your BC version
    • Check for any conflicting extensions

Error: "License not found or invalid"

Problem: License validation fails after installation

Symptoms:

  • "License key is invalid" message
  • Limited functionality available
  • Trial period expired notifications

Solutions:

  1. Verify License Key:
    • Check license key format (no spaces or special characters)
    • Ensure license key matches your organization
    • Confirm license is not expired
  2. Register License Properly:
    Steps:
1. Navigate to Dossier Setup
2. Click "Register License"
3. Enter exact license key provided
4. Restart Business Central session
  3. Contact Q-Team Solutions:
    • Email: support@q-team.nl
    • Provide: Company name, license key, error message
    • Include: Business Central version and environment details

Error: "Number series not found"

Problem: Dossier creation fails due to missing number series configuration

Error Messages:

  • "Number series DOSSIER does not exist"
  • "No. Series Code must have a value"
  • "Cannot generate next number"

Solutions:

  1. Configure Number Series:
    Path: Dossier Setup → Dossier Nos.

Create Number Series:
- Code: DOSSIER
- Description: Dossier Numbers
- Starting No.: D0001
- Ending No.: D99999
- Increment-by No.: 1
  2. Verify Number Series Assignment:
    Check Fields:
- Dossier Setup → "Dossier Nos." field must be populated
- Document Setup → "Document Nos." field must be populated

Permission and Access Errors

Error: "You do not have permission to access this page"

Problem: User lacks necessary permissions to access Dynamics Dossier features

Symptoms:

  • Cannot access Dossier List
  • Cannot create new dossiers
  • Cannot view dossier content

Solutions:

  1. Assign Correct Permission Sets:
    User Setup → Permission Sets:

Standard Roles:
- QTEAM DOSSIER - ADMIN (Full access)
- QTEAM DOSSIER - USER (Standard user)
- QTEAM DOSSIER - READ (Read-only)
  2. Check Company Access:
    • Verify user has access to the correct company
    • Ensure user is not restricted by security filters
    • Confirm company-specific permissions are correct
  3. Verify Extension Permissions:
    Extension Management:
- Check Dynamics Dossier is enabled for user
- Verify extension is installed in current environment
- Confirm no permission conflicts exist

Error: "Record is locked by another user"

Problem: Multiple users trying to access the same dossier simultaneously

Solutions:

  1. Wait and Retry: Often resolves automatically within minutes
  2. Check Active Sessions:
    Administration → Active Sessions
- Identify user holding the lock
- Contact user to close the record
  3. Force Unlock (Admin only):
    Warning: Use with caution
- End problematic user session
- Clear temporary locks in database

Workflow Errors

Error: "Workflow could not be started"

Problem: Automated workflows fail to initiate or execute

Symptoms:

  • Tasks not created automatically
  • Email notifications not sent
  • Workflow log shows no entries

Solutions:

  1. Verify Workflow Configuration:
    Check:
- Dossier Type has assigned workflow
- Workflow Header exists and is active
- Workflow Lines are properly configured
  2. Validate Workflow Conditions:
    Required Elements:
- Correct Dossier Type Code in workflow header
- Valid date formulas in workflow lines
- Proper workflow line sequencing
  3. Check Workflow Permissions:
    User Permissions:
- WORKFLOW-ADMIN (for setup)
- WORKFLOW-USER (for execution)
- Email notification permissions

Error: "Email notifications not being sent"

Problem: Automatic email notifications fail to send

Common Causes:

  • SMTP configuration issues
  • Email queue problems
  • Invalid recipient addresses

Solutions:

  1. Check Email Queue:
    Path: Email Queue
- Review failed email entries
- Check error messages in queue
- Retry failed emails manually
  2. Verify SMTP Settings:
    Email Accounts Configuration:
- SMTP server address correct
- Authentication credentials valid
- Port and security settings proper
- Test connection successful
  3. Validate Email Addresses:
    Check:
- Contact email addresses are valid
- No typos in email configuration
- Recipients not blocking business emails

Document Management Errors

Error: "Cannot upload document"

Problem: Document upload functionality fails

Symptoms:

  • Upload button unresponsive
  • "File too large" errors
  • "Invalid file type" messages

Solutions:

  1. Check File Constraints:
    Limitations:
- Maximum file size: 50MB (configurable)
- Allowed formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG
- File name must not contain special characters
  2. Verify Drag & Drop Extension:
    Requirements:
- Drag & Drop extension must be installed
- Extension must be enabled for current user
- Browser compatibility for drag-and-drop
  3. Check Storage Configuration:
    Dossier Setup:
- Document Path must be accessible
- Sufficient storage space available
- Proper folder permissions configured

Error: "Document could not be found"

Problem: Previously uploaded documents cannot be accessed

Solutions:

  1. Verify File Storage Path:
    Check:
- Document path in Dossier Setup is correct
- Files exist in specified location
- Folder permissions allow read access
  2. Check File System:
    Validate:
- Network connectivity to storage location
- File not moved or deleted outside system
- Storage server is accessible

Data Integration Errors

Error: "Contact not found"

Problem: Dossier creation fails due to invalid contact reference

Solutions:

  1. Verify Contact Exists:
    Steps:
1. Go to Contact List
2. Search for contact by number/name
3. Verify contact is not blocked
  2. Create Missing Contact:
    If contact doesn't exist:
1. Create new contact record
2. Complete required fields
3. Save and retry dossier creation

Error: "Data synchronization failed"

Problem: Integration with external systems fails

Solutions:

  1. Check API Connections:
    Verify:
- Authentication tokens are valid
- API endpoints are accessible
- Network connectivity is stable
  2. Review Integration Logs:
    Check:
- Error messages in integration logs
- Failed data transfers
- Authentication failures

Performance Issues

Error: "System running slowly"

Problem: Dynamics Dossier pages load slowly or time out

Common Causes:

  • Large datasets
  • Inefficient filtering
  • Network issues
  • Server performance

Solutions:

  1. Optimize Filters:
    Performance Tips:
- Use date range filters
- Filter by status or type
- Limit result sets with $top parameter
  2. Database Maintenance:
    Regular Tasks:
- Rebuild indexes on dossier tables
- Clean up old workflow logs
- Archive closed dossiers
  3. Network Optimization:
    Check:
- Internet connectivity speed
- Business Central server performance
- Browser cache and cookies

Browser and Client Errors

Error: "Feature not working in web client"

Problem: Some functionality doesn't work in the browser

Solutions:

  1. Browser Compatibility:
    Supported Browsers:
- Microsoft Edge (recommended)
- Google Chrome
- Mozilla Firefox
- Safari (limited support)
  2. Clear Browser Data:
    Clear:
- Browser cache
- Cookies
- Local storage
- Session storage
  3. Check Browser Settings:
    Enable:
- JavaScript
- Cookies
- Pop-ups (if needed)
- File downloads

Error Reporting and Logging

Collecting Error Information

When contacting support, provide:

  1. Error Details:
    • Exact error message
    • Steps to reproduce
    • Time/date when error occurred
  2. Environment Information:
    • Business Central version
    • Dynamics Dossier version
    • Browser version (if web client)
  3. System Information:
    • Company name and environment
    • User permissions and roles
    • Recent changes or updates

Debug Information Collection

  1. Browser Developer Tools:
    Steps:
1. Press F12 to open developer tools
2. Go to Console tab
3. Reproduce the error
4. Screenshot or copy error messages
  2. Business Central Event Log:
    Administration → Event Log
- Filter by date and source
- Export relevant entries
- Include in support request

Getting Help

Self-Service Resources

  1. Documentation: Q-Team Solutions Docs
  2. FAQ: Frequently Asked Questions
  3. Release Notes: Check latest updates and known issues

Professional Support

  1. Email Support: support@q-team.nl
  2. Phone Support: +31 030 820 13 33
  3. Emergency Support: Available for production-critical issues

Support Request Template

Subject: Dynamics Dossier Error - [Brief Description]

Environment Information:
- Business Central Version: 
- Dynamics Dossier Version:
- Company Name:
- Environment (Production/Sandbox):

Error Details:
- Error Message:
- Steps to Reproduce:
- Expected Behavior:
- Actual Behavior:

Additional Information:
- Browser/Client Used:
- Time of Error:
- Affected Users:
- Recent Changes:

Escalation Process

  1. Level 1: Standard email support (response within 24 hours)
  2. Level 2: Technical specialist (response within 8 hours)
  3. Level 3: Development team (for complex technical issues)
  4. Emergency: Phone support for production-critical issues

Next: Review Frequently Asked Questions for additional common issues and solutions.