I have some Account info that contains multiple addresses that I need to enter into CRM 13 for a client. I was instructed by my PM to create a separate csv doc with the duplicate accounts and their info on them and import them into the Address entity, and that this should tie those records to their respective account records. The problem I am having, though, is that every time I have tried to do the import, the process fails. When I look at the log, I have two references that the data failed an import because of a parent id issue. I get both this error: The parent is not valid; and this one under the last column on the log: parent id not set for address type 1701.
I have no idea what parent id I am supposed to map to, because there aren't any to map to when on the import field mapping set up. I have tried creating a lookup field on the Address entity that calls back to the Account form, but that is not allowed by the system. I have relabeled ALL the fields I have to map on the CSV doc to match the proper entity names, and it fails. I have even tried to map it to the one primary key field name on the drop down, and it fails. When I look at the fields individually, there is only one lookup field that goes back to the Account data: The Parent field. It's the ONLY one I can think I could use, but when you go into the form editor it doesn't exist. This seems to be the only way I can do this like my PM wanted.
I am at a loss. I have scoured the internet, and I can't find an answer to how to resolve this. If anyone knows how I can import this data so that it ties to the Account entity, I would greatly appreciate it.
Turns out that CRM 15 has some issues with showing fields in Firefox, at the moment, but not with IE. And it was the last thing I thought to look at, until a coworker brought it up. Problem solved.
Related
We are using Master Data Services as an MDM solution for our SQL Server BI environment. I have an entity containing a first name and last name and then I have created a business rule that concatenates these two fields to form a full name which is then stored in the "name" system field of the entity.
I use this as a domain based entity in another entity. Then the user can then see the full name before linking it as a attribute in the second entity.
I want to be able to restrict the users from capturing data in the first entity against the name attribute because the business rule deals with the logic to populate this attribute. I have read that there are two ways to do this:
Set the display width to zero of the attribute. This does not seem to work, the explorer version still shows a narrow version of the field in the rows and the user can still edit the field in the detail pane.
Use the security to make the attribute read only. I have tried different combinations of this but it seems that you cannot use this functionality for a name field (system field).
This seems like pretty basic functionality that I require and it seems that there is no clear cut way to do this in MDS.
Any assistance will be appreciated.
Thanks
We do exactly the same thing.
I tested it, and whether you create a new member, or edit an existing member, the business rule just overwrites the manual input value in the name attribute.
Is there a specific 'business' reason why you need to restrict data input in the name field? If it is for Ux reasons, you can change the display name of the name attribute to something like 'Don't populate' or alternatively make it a '.', then the users won't know what to input.
We have three Organization tenents, Dev, Test and Live. All hosted on premise (CRM 2011. [5.0.9690.4376] [DB 5.0.9690.4376]).
Because the way dialogs uses GUIDs to refference record in Lookup, we aim to maintain GUIDs for static records same across all three tenents.
While all other entities are working fine, I am failing to import USERS and also maintain their GUIDS. I am using Export/Import to get the data from Master tenent (Dev) in to the Test and Live tenents. It is very similar to what 'configuration migration tool' does in CRM 2013.
Issue I am facing is that in all other entities I can see the Guid field and hence I map it during the import wizard but no such field shows up in SystemUser entity while running import wizards. For example, with Account, I will export a Account, amend CSV file and import it in the target tenant. When I do this, I map AccountId (from target) to the Account of source and as a result this account's AccountId will be same both in source and target.
At this point, I am about to give up trying but that will cause all dialogs that uses User lookup will fail.
Thank you for your help,
Try following steps. I would strongly recommend to try this on a old out of use tenant before trying it on live system. I am not sure if this is supported by MS but it works for me. (Another thing, you will have to manually assign BU and Roles following import)
Create advance find. Include all required fields for the SystemUser record. Add criteria that selects list of users you would like to move across.
Export
Save file as CSV (this will show the first few hidden columns in excel)
Rename the Primary Key field (in this case User) and remove all other fields with Do Not Modify.
Import file and map this User column (with GUID) to the User from CRM
Import file and check GUIDs in both tenants.
Good luck.
My only suggestion is that you could try to write a small console application that connects to both your source and destination organisations.
Using that you can duplicate the user records from the source to the destination preserving the IDs in the process
I can't say 100% it'll work but I can't immediately think of a reason why it wouldn't. This is assuming all of the users you're copying over don't already existing in your target environments
I prefer to resolve these issues by creating custom workflow activities. For example; you could create a custom workflow activity that returns a user record by an input domain name as a string.
This means your dialogs contain only shared configuration values, e.g. mydomain\james.wood which are used to dynamically find the record you need. Your dialog is then linked to a specific record, but without having the encode the source guid.
Baseline info:
I'm using an external OAuth provider for login. If the user logs into the external OAuth, they are OK to enter my system. However this user may not yet exist in my system. It's not really a technology issue, but I'm using JOliver EventStore for what it's worth.
Logic:
I'm not given a guid for new users. I just have an email address.
I check my read model before sending a command, if the user email
exists, I issue a Login command with the ID, if not I issue a
CreateUser command with a generated ID. My issue is in the case of a new user.
A save occurs in the event store with the new ID.
Issue:
Assume two create commands are somehow issued before the read model is updated due to browser refresh or some other anomaly that occurs before consistency with the read model is achieved. That's OK that's not my problem.
What Happens:
Because the new ID is a Guid comb, there's no chance the event store will know that these two CreateUser commands represent the same user. By the time they get to the read model, the read model will know (because they have the same email) and can merge the two records or take some other compensating action. But now my read model is out of sync with the event store which still thinks these are two separate entities.
Perhaps it doesn't matter because:
Replaying the events will have the same effect on the read model
so that should be OK.
Because both commands are duplicate "Create" commands, they should contain identical information, so it's not like I'm losing anything in the event store.
Can anybody illuminate how they handled similar issues? If some compensating action needs to occur does the read model service issue some kind of compensation command when it realizes it's got a duplicate entry? Is there a simpler methodology I'm not considering?
You're very close to what I'd consider a proper possible solution. The scenario, if I may summarize, is somewhat like this:
Perform the OAuth-entication.
Using the read model decide between a recurring visitor and a new visitor, based on the email address.
In case of a new visitor, send a RegisterNewVisitor command message that gets handled and stored in the eventstore.
Assume there is some concurrency going on that, for the same email address, causes two RegisterNewVisitor messages, each containing what the system thinks is the key associated with the email address. These keys (guids) are different.
Detect this duplicate key issue in the read model and merge both read model records into one record.
Now instead of merging the records in the read model, why not send a ResolveDuplicateVisitorEmailAddress { Key1, Key2 } towards your domain model, leaving it up to the domain model (the codified form of the business decision to be taken) to resolve this issue. You could even have a dedicated read model to deal with these kind of issues, the other read model will just get a kind of DuplicateVisitorEmailAddressResolved event, and project it into the proper records.
Word of warning: You've asked a technical question and I gave you a technical, possible solution. In general, I would not apply this technique unless I had some business indicator that this is worth investing in (what's the frequency of a user logging in concurrently for the first time - maybe solving it this way is just a way of ignoring the root cause (flakey OAuth, no register new visitor process in place, etc)). There are other technical solutions to this problem but I wanted to give you the one closest to what you already have in place. They range from registering new visitors sequentially to keeping an in-memory projection of the visitors not yet in the read model.
When a new lead comes in, I want to use a before trigger and a Visualforce email template that contains lead field values to send an email using the SingleEmailMessage class. The email is being generated, but all of the lead fields are null even though (known via System.Debug) they do have values going into the call.
Since I'm passing the still-unsaved lead Id via the mail.setWhatId(lead.Id) method, I'm beginning to think that the mail class is using the Id value and trying to do a database look-up rather than as a reference to the still unsaved lead in memory.
Does anyone know if that's the case? My class works flawlessly when the lead already exists.
If it is the case that the Apex mail class does a DB read, any pattern suggestions for the case where one needs to send and email and update a lead field value before the lead is saved? I can't use the Workflow email notification because the email is being addressed to customers, and there's some additional Apex code that sorts out what address to fetch from existing Account records based on some Lead fields--hence I think the need for using VF email templates in the first place.
setWhatId (and pretty much any method that takes an ID value as an argument) definitely does expect the row to be persisted already. To get around this, you should be able to just do your field update in the before trigger, and add an after trigger to send the email.
0x80040237 Cannot insert duplicate key.
I'm trying to write an import routine for MSCRM4.0 through the CrmService.
This has been successful up until this point. Initially I was just letting CRM generate the primary keys of the records. But my client wanted the ability to set the key of a our custom entity to predefined values. Potentially this enables us to know what data was created by our installer, and what data was created post-install.
I tested to ensure that the Guids can be set when calling the CrmService.Update() method and the results indicated that records were created with our desired values. I ran my import and everything seemed successful. In modifying my validation code of the import files, I deleted the data (through the crm browser interface) and tried to re-import. Unfortunately now it throws and a duplicate key error.
Why is this error being thrown? Does the Crm interface delete the record, or does it still exist but hidden from user's eyes? Is there a way to ensure that a deleted record is permanently deleted and the Guid becomes free? In a live environment, these Guids would never have existed, but during my development I need these imports to be successful.
By the way, considering I'm having this issue, does this imply that statically setting Guids is not a recommended practice?
As far I can tell entities are soft-deleted so it would not be possible to reuse that Guid unless you (or the deletion service) deleted the entity out of the database.
For example in the LeadBase table you will find a field called DeletionStateCode, a value of 0 implies the record has not been deleted.
A value of 2 marks the record for deletion. There's a deletion service that runs every 2(?) hours to physically delete those records from the table.
I think Zahir is right, try running the deletion service and try again. There's some info here: http://blogs.msdn.com/crm/archive/2006/10/24/purging-old-instances-of-workflow-in-microsoft-crm.aspx
Zahir is correct.
After you import and delete the records, you can kick off the deletion service at a time you choose with this tool. That will make it easier to test imports and reimports.