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Microsoft Dynamics CRM (Archived)

Business Rule + Deployment Issue + When lookup is set

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Posted on by 441

Hello All,

I've created few business rules in my DEV org, in which I've checked condition on the basis of some  lookup value like,

If Account="A.Datum" then .....

If Department = "AC" then.................

Basically I've  used master data as value to lookup to check condition . Same master data is present in my UAT org but obviously with different GUID. So When I deploy my Business Rules (BRs) into UAT and business rules fires, it gives me an error because the Guid of value which is set in BR is with old GUID and is not presen in UAT.  Hence, to resolve it , I've to go to BR and then deactivate it and then set lookup value again and then activate (Now it works fine...:)....:P...:D)

The same goes for Workflow also (Workflows in which a condition is checked on the lookup basis , goes into draft status when we deploy it in another org)

Are there any alternatives to avoid these kind of situations? Is there any other option to deploy BR & workflows which need not be reactivated again?

What is the best way to deploy BR & workflows?



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  • Verified answer
    Rawish Kumar Profile Picture
    13,758 on at

    Hi Prashant,

    We have faced this issue when i started a project which was in early phase.

    apparently - there is no other better way to deploy it. few things we i tried and finally everything is smooth now.

    1. try your level best not to hard code anything in the business rule or workflow.

    2. you must keep guids same in all environments - that what i did ( it would be hectic one time job but trust me life will be smooth post that)

    you can use migration utility tool available in the SDK to deploy your reference data.

    one thing is to note that - i got time to do eveyrthing in SIT phase of the project . But it would be big challenge for you to do do it when you are already in UAT/production.

    may be you can do reverese of what i did - why dont you take the PROD/UAT ref data using migration utility and use that in DEV ?

  • Prashant Wani Profile Picture
    441 on at

    Thanks for your quick reply Rawish. I appreciate your suggestions and will try to follow the same in future.

    Can we transfer master data with same GUID in all the env using Data Migration Utility? I've never tried that , coz whenever we import  data using excel , we remove Guid column.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Prashant,

    Yes, Data Migration Utility is generally used to migrate the master/ reference data across environment.

    Please refere the below link which has a video on this-

    community.dynamics.com/.../264534

    You can also search for other articles as well if you like on the same.

    Hope this helps.

  • Verified answer
    Rawish Kumar Profile Picture
    13,758 on at

    Thanks Ravi for jumping in.

    Yes prashant , this tool will keep the same guids and easy to use.

    refer to the link which Ravi has shared & www.youtube.com/watch

    mark my suggestion as verified if helpful to close this thread.

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