Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

CRM 2016 onpremise migration issue

Posted on by 65

Custom entity is enabled for "Automatically move records to the owner's default queue when a record is created or assigned".

we have sync workflows which assign the record to crm teams.

Above feature works fine when record is manually assigned to a team.Record is added to the team default queue.

After migration to crm 2016 , when a record is assign to any team by sync workflow.It doesn't move to new owner queue. it keep remain in the old queue.

To check if the assign message was triggering on sync assign workflow.I have registered one workflow on assign msg.

After record was assigned to team.This workflow doesn't trigger.

Has anyone face this kind of issue.We migrated from crm 2013 to 2016 onpremise.Your help is appreciated.

*This post is locked for comments

  • PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM 2016 onpremise migration issue

    I would suggest you raise a ticket with Microsoft and get help. This looks to be a environment specific issue.

  • Mohammad Yusuf Profile Picture
    Mohammad Yusuf 65 on at
    RE: CRM 2016 onpremise migration issue

    Thanks Daryl,

    This is crm migration with Organization restore approach.I am setting owner to a team by dynamic lookup values. for example  "Coordinator team( Origin(Department))".

    Every Guid is same.Strange thing is workflow works in asynchronous mode but in sync it assigns the record to team but 'assign' message doesn't trigger which results in  failure of autorouting to owner default queue. Same workflow works fine in crm 2013.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2016 onpremise migration issue

    You may need to edit the workflow and clear/set the team or queue lookup again.  If the underlying GUIDs of the records are not the same then even though the names on the lookup are the same the workflow can't locate the correct record in the new environment.

    Alternatively you could migrate the records from one environment to the other using the same guids to maintain integrity.  Otherwise you would potentially need to update the workflows each time you deploy them.

  • PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM 2016 onpremise migration issue

    This is really weird,  if its sync WF that you want, then did you try using a sync plugin, just to check if that works ? or for that matter any sync plugins work...

  • Mohammad Yusuf Profile Picture
    Mohammad Yusuf 65 on at
    RE: CRM 2016 onpremise migration issue

    Thanks Pranav,

    We have one custom entity which we enabled for automating routing to owner default queue .

    Workflow scope is Organization level.

    When i change the  Assign workflow to Asynchronous it works fine.

    When the workflow is sync record was assign to another user but assign message did not trigger.

    I have enabled the auditing but it does't

    appear.

    What can be the reason for this behaviour?

  • PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM 2016 onpremise migration issue

    Few things:

    1. Is it happening with this particular custom entity?

    2. Is it environment specific ?

    3. Did you try registering plugin for the same? - 

    4. What is the scope of WF ?

    Keep WF Log Retension checked in order to track errors.

    Regards,

    Pranav

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans