Migrating root business unit using Connector for Microsoft Dynamics

By - February 28, 2014

We recently assisted a client who decided to migrate their Microsoft Dynamics CRM 2011 on-premise implementation to Microsoft Dynamics CRM 2011 online. We decided to use the Connector for Microsoft Dynamics and Microsoft Dynamics CRM 2011 Instance Adapter to accomplish this.

We encountered an error when attempting to run a Business Unit to Business Unit integration mapping between the two systems. The integration failed with the error:

[Business Unit to Business Unit] has encountered an error while reading records. Processing will be aborted. Error text: A record level exception has occurred for record xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx. Error text : Only one organization and one root business are allowed.

1: A required attribute was outside the valid bounds. See the exception message for details. Add the appropriate value to the required attribute.

We determined that when the source and target systems both contain only a single root business unit, the root business unit cannot be transferred between the systems. Instead, the root business unit in the target system should be named to exactly match the name of the root business unit in the source system. If the name does not match, it should be renamed to match the name of the source system root business unit. If the two names are not an exact match, subsequent integration mappings may fail to execute properly because of this.

If you are considering a migration like this, we suggest getting support from a recognized Microsoft Dynamics partner. For more information on our CRM services, contact our professionals at crm@mcgladrey.com or by phone at 855.437.7202.

By: RSM – Top ranking national Microsoft Dynamics CRM partner

Receive Posts by Email

Subscribe and receive notifications of new posts by email.