Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Answered

Error while Importing Quotes

Posted on by 97

I am importing Quotes in Dynamics 365 CRM but I am facing Unknow errors.

Can I import Quotes to Dyamics 365 CRM like any other entitties or it is impossible to do this?

7411.MicrosoftTeams_2D00_image-_2800_1_2900_.png

  • Suggested answer
    Amer Azzam Profile Picture
    Amer Azzam 97 on at
    RE: Error while Importing Quotes

    Thanks this solved my problem.

    I deactivated the Workflows that are working on Quotes creation before importing the Quotes.

  • Verified answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: Error while Importing Quotes

    Hi partner,

    I don't think it should be related to modifying the name of the entity, please check if there is a workflow or plugin causing the problem. 

    Please check this: community.dynamics.com/.../data-import-error-import-create-isv-code-aborted-the-operation-cannot-find-record-to-update

  • Amer Azzam Profile Picture
    Amer Azzam 97 on at
    RE: Error while Importing Quotes

    kindly note that the form quotes that I have has many custom fields and I already changed the Name for quotes to Invoices. would this be the problem? I also changed the name for the invoice entity to "unused Invoices" entity in order not to have unique entity names.

    I was trying to import quotes, but this is the main error that appeared.

    8802.Capture1.PNG

  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: Error while Importing Quotes

    Hi partner,

    The reason for this error is that you double-clicked a system entity. The system entity is different from the entity in the dataverse. There is no mainform, so it cannot be viewed.

    Here I try to reproduce your problem, just based on a guess, you try to import the quotes, but the import fails, so you want to check the error message, and then click the system entity. Here I use description as an example.

    pastedimage1677144971876v1.png

    then i got the same error as yours.

    pastedimage1677145159959v3.png

    So, this error has nothing to do with being able to import quotes. Do you want to import quotes records through excel? This is possible.

    pastedimage1677145826568v4.png

    You can provide information(screenshots) about the import failure so that we can check it for you.

  • Robin Patrick Profile Picture
    Robin Patrick 25 on at
    RE: Error while Importing Quotes

    If you have to have a custom entity, customize the entity in the same organization. If you're a solution provider, use a unique prefix for your solution to make sure that other solutions don't have the same name. The entity prefix can be set at the Publisher.

  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: Error while Importing Quotes

    Hi partner,

    This seems to be by design.

    You can refer to the following cases: importing for crm.

    pastedimage1677132125391v2.png

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!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans