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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / assign record error
Microsoft Dynamics CRM (Archived)

assign record error

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Posted on by Community Member Microsoft Employee

Hi ,

suppose i have one parent business unit :Parent  and below this BU I have  a lot of other BU's: sales,marketing,IT & under those Bu's i have pther Bu's:sales 1,sales 2,sales 3 (sales),marketing 1,marketing 2 (marketing) 

for each BU ,i have teams & users .

so suppose this case , i have a record owned by a user who's in the bu marketing(let's said he's in the default team marketing ) , now i need to assign this record to a user who's in the bu :sales 1 (default team sales 1) .

It's possible? 

thank you in advance

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  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: assign record error

    Hi David,

      there is probably a duplicate detection rule that has Owning Business Unit as one of the conditions. For example, it might be verifying a particular field, but only if two records belong to the same BU.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: assign record error

    hello Alex ,

    I check the(1-N-Parental) relationships of my entity (account),& indeed i just find the problem.

    when i remove the parental relationship between my account & the other entity(order),and i replace it with a cascading realtionship with "cascade none" option when assigning the account,the problem is gone.

    but i did not understand  why there's a duplicate in the order when it's re-assigned?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: assign record error

    i just check out , & there is no duplicate detection rule published.

    but the record i'am trying to assign has a parent record.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: assign record error

    great idea , i would check on that ,thank you Alex.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: assign record error

    Do you have any parental relationship from that entity to others?

    If there are child entities which are getting reassigned in the process, you might need to check duplicate detection rules for those, too.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: assign record error

    Yes , I checked that ,but all duplicate detection rule for this entity type are unpublished.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: assign record error

    I would check duplicate detection rules for that entity type.. It seems that, somehow, they are configured "per BU" (exact match for the owning business unit?), and there might be a duplicate in the new BU.. so, when trying to move that record to that BU, you end up with a duplicate error

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: assign record error

    Hi Alex ,

    the error is that i have a duplicate record when i try to assign a record which is owned by the BU(marketing) to a new owner who's in the the BU sales 1 (under BU sales),but when i change the user to the BU sales it works,any Idea?

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: assign record error

    Hi,

     you can assign records to anyone in the system as long as those users/teams have required roles. What error are you getting and which record are you assigning (some assignments may cascade to other records through the relationships)

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