Unable to Fetch User Lookup id during data import in Plugin

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Posted on by Community Member Microsoft Employee

Hi Experts,

I am importing Sales Geography Entity data through Data import wizard in Dynamics 365.

I registered a Plugin on Pre Operation Create which will fetch the "User Lookup id" from "Primary responsible Lookup field" during Data import and create a Team and assign the respective team to Sales Geography Entity record.

I have given the User Full name in "Primary responsible Lookup field" in Data import excel sheet. During data import I am not getting the respective GUID of the user in Pre Operation Plugin and so team is not getting created and assigned due to Team Creation failed due to empty primary responsible.

If I create the same record manually then there is no issue - Pre Operation Plugin triggers and Team is getting created and assigned successfully.

I have changed the Pre-Operation to Post-Operation and given Admin level Privilege to the respective Primary responsible user but also getting null value from Primary responsible Lookup field

Regards,

Vignesh Babu

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Syed Ibrahim 6,257 on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi vignesh,

If you are using the below condition in your plugin

if(context.Depth = 1) then change this to

if(context.Depth <= 2) because while import the depth with be 2 so it wont triggered your plugin .

Hope this helps
Community Member Microsoft Employee on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi Aric,

I tested with Sys admin role also. But issue remains the same.
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Community Member Microsoft Employee on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi Vignesh,

this is another problem probably caused by your plugin logic.

Never seen "Team Creation failed due to empty primary responsible" error, maybe you put some logic into plugin to check for "primary responsible"?

In this case you need to create the team passing this value to it, like

Entity newteam = new Entity("team"); newteam["name"] = ...; newteam["businessunitid"] = ...; newteam["new_primaryresponsibleid"] = *** record from import Fullname ***; service.Create(newteam);

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
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Aric Levin 30,188 on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Can you check that your team actually has permissions/security role on that user record. They should have at least Read Only access in order to be able to create the records and set them as the owner of the record.
Community Member Microsoft Employee on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi Arpit,

Thanks for the answer. I am giving User Full name in the excel sheet and mapping with User full name field in data mapping correctly.

User full name value is getting set without any issue but in Plugin am getting null value for the respective User Lookup id.
Community Member Microsoft Employee on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi Franchesco,

Thanks for the answer. I registered the Plugin in asynchronous execution mode and on post operation stage. Record is getting saved with User Full name which I am giving in the excel sheet but Team record is not created in my Plugin due to an error "Team Creation failed due to empty primary responsible". still I am getting an null value from Primary responsible GUID.
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Community Member Microsoft Employee on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi Vignesh ,

imported records are assigned by default to user who made the import when record import ends.

You need to use Post Operation Stage and Asynchronous Execution Mode: this way, after record had been assigned to import user, plugin come later to assign it to the right owner.

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Unable to Fetch User Lookup id during data import in Plugin

Hi Vignesh,

Make sure, you are doing the correct mapping of user lookup field in Data Import wizard while importing records.

See below link for more info:

https://www.powerobjects.com/2011/12/15/importing-lookup-values-using-crm-2011-data-import-wizard/

Cheers

Arpit

arpitmscrmhunt.blogspot.in