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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Errors with Configurat...
Microsoft Dynamics CRM (Archived)

Errors with Configuration Migration Tool

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Posted on by awalters 3,079

I'm trying to migrate business units, users, and teams across to a new server, using the Configuration Migration Tool.  I've done a few small, more standalone entities (ones we're basically using in lieu of option sets) with no problem, so the connections are fine and I know the steps to using the tool.  However, when I attempt to import business units, nothing comes in, and I get the following in the logs:

8:35 PM New Progress Event - Result: True - Entity: unknown - Processing Entity: Business Unit
8:35 PM Progress Event - Result: True - Entity: unknown - Processing Entity Business Unit, 13 Records in this entity
8:35 PM ImportEntity - Result: True - Entity: Business Unit - Beginning Import of entity
8:35 PM Progress Event - Result: True - Entity: unknown - Pre-Processing Entity Business Unit
8:35 PM Progress Event - Result: True - Entity: unknown - Processing Business Unit (threaded), Imported 0 of 13
8:35 PM Insert Record - Result: False - Entity: businessunit - Insert to businessunit with Record Id 4cfb3006-b52d-e611-8108-000c29fcc7d8 - PrimaryId Field businessunitid and PrimaryName Field name - FAILED with Error : Cannot find record to be updated

And so on, for each of our business units.  We only have two levels - the main business unit, and one level of children.  The main BU that is created with the system has the same name as the main BU in the old system.  The one line that is the main BU says:

8:35 PM ImportEntity - Result: True - Entity: Business Unit - Switching Insert to Update for Business Unit, name = <BU Name>, ID: 28c514a5-3ccc-e811-a94f-005056b22c32

Which is as I'd expect - it recognizes it based on the name, and there are no failures.  Just on all of the child records.

There are then failures on the users and teams, but I'm guessing that at least some of those stem from the missing BUs, so I figure one step at a time.

*This post is locked for comments

  • Vipin J Profile Picture
    Vipin J 1,583 on at
    RE: Errors with Configuration Migration Tool

    using utility more effective way if you failing to import records.

    try the follow approach.

    https://vjcity.blogspot.com/2019/02/effectively-using-crm.html

  • awalters Profile Picture
    awalters 3,079 on at
    RE: Errors with Configuration Migration Tool

    Interestingly, it correctly matched the Administrator of the team that got added, even though that user also has a different GUID for the user record (it was the user that I installed under).  So it was able to match just on the name for the User, but not the BU for some reason?

  • Verified answer
    awalters Profile Picture
    awalters 3,079 on at
    RE: Errors with Configuration Migration Tool

    Business Units are in.  There was a workflow that updates a different record on user creation, and those weren't there.  I knew that, and had disabled it, but somehow it got re-enabled (and the checkbox to disable all plugin steps didn't affect workflows, apparently).  So step one is down.

    Now, users worked, so that's good.  Custom-created teams are still failing, though.  Getting the message:

    "FAILED with Error : Expecting business column to be set for Creating business owned entities, business column is null"

    If I look at the data, I can see the businessunitid is not null.  However, it is the root BU, which of course now has a different GUID.  If I manually change the GUID of the businessunitid in the xml and re-import, the team comes in.  But this seems vaguely ridiculous.  The lookupentity and name of the BU are also there - is there any way to make it look at/match on those instead?  I know I can set options for matching of the entity I'm importing, but this is for a related entity.

  • awalters Profile Picture
    awalters 3,079 on at
    RE: Errors with Configuration Migration Tool

    The root BU has the same name in both systems, and it does seem to be recognizing it as such - hence the line in the log from above, where it switches to update mode when it hits that one.  That's the only line that doesn't give an error or failure message...seems to be just fine.  I did try removing the root BU from the data file to be imported, though, and still got the same error on the rest.

    I've tried using the GUID, the name, or both in the config options - doesn't seem to make a difference.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Errors with Configuration Migration Tool

    How are you handling the root business unit as the root cannot be created, its the bu with the name of the org? May be you have something related to root BU. Also, you can configure setting in Config Migration Tool to use the guid to check the record while creating schemas, try setting that and see it this changes anything.

  • awalters Profile Picture
    awalters 3,079 on at
    RE: Errors with Configuration Migration Tool

    Interestingly, I just tried with Lucas Alexander's migration tool, and got basically the same error - "OPERATION: CREATE, MESSAGE: Cannot find record to be updated".  So in both tools, it's saying it's doing a create/insert, but then failing saying it can't find the record to update.  Definitely puzzled by this...

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