Microsoft Dynamics CRM (Archived)

Campaign Responses - Update Contacts by Workflow

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Posted on by Community Member

When creating a campaign response I want to update a custom date field on the contact record.

I have created a workflow to try and achieve this

6840.screenshot1.png

However when the workflow runs it errors "A record required by this process could not be found"

Plugin Trace:

[Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.UpdateEntity]
[UpdateStep1]

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Cannot find record to be updated
at Microsoft.Crm.Workflow.Services.UpdateActivityService.Execute(ActivityContext executionContext, UpdateEntity updateEntity)
at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)

Is this possible to update a contact record in this way?

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RajatSharmaRaj on at

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Hi,

Did you checked if contact lookup on campaign is missing a value. It must have value else the given error will come. You should in fact make contact mandatory or handle this situation in workflow by adding conditional clause.

Thanks,

Raj

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Community Member on at

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What sort of value would it be missing? The out of the box config has not changed - all that has been added is the date field on the contact form.

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Alex Fun Wei Jie 33,628 on at

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Hi,

You cant do it like this. because you are using Parent Campaign(contact).

as you can see the relationship from above fetchxml, it is using parent campaign as a key to find contactid, this is why the workflow cannot find a record to update. You also can take a look the relationship.

Solution

You have to create plugin or custom workflow to achieve it and remember you have to put a condition to check if the customer field is a contact or account or lead, if it is account wor lead then skip else continue your logic.

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