Customer Engagement & Dynamics CRM Forum

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  • 1.  Leads not associating with Lead BPF

    Posted Mar 17, 2022 04:59 PM
    Hi, 

    We imported a number of lead throught the standard import wizzard. All the leads are visible and everything is fine except that none of them show the active BPF for leads. Any lead created manually shows the BPF no problem. Also we can manually associate the BPF with the leads but we should not have to do this. 

    Does anyone knows why the lead - bpf association doesn't trigger automatically when the lead is created via import? 

    Thanks,

    ------------------------------
    Marc Longtin
    Hilo Énergie
    Montréal QC
    ------------------------------


  • 2.  RE: Leads not associating with Lead BPF

    Posted Mar 18, 2022 04:44 AM
    Hi Marc, does the user who imported the leads have enough priviliges on the BPF? I don't know if you are using a standard or a custom BPF. On a custom BPF you sure have to give read and create privileges.

    We create a lot of leads from a webform or from file by program. In both cases we connect a custom BPF to the lead by filling the processid field directly with the bpf-guid.


    hopes this helps

    ------------------------------
    Wim Krings
    DevOps Engineer Dynamics 365
    Apg
    Heerlen
    ------------------------------



  • 3.  RE: Leads not associating with Lead BPF

    Posted Mar 18, 2022 11:11 AM
    HI Wim, 


    That was a part of the problem. Thanks for the catch. We also determined that the BPF order was incorrect and that the BPF itself was not included in the model driven app from which the user we importing the leads... ;-/ 

    Thanks for the help

    ------------------------------
    Marc Longtin
    Hilo Énergie
    Montréal QC
    ------------------------------



  • 4.  RE: Leads not associating with Lead BPF

    Posted Mar 18, 2022 09:34 AM
    Hi Marc

    You could use BPF Manager tool in xrmtoolbox for bulk-setting BPF stage on the records already imported.
    https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.BPFManager/


    ------------------------------
    Gulshan Khurana
    D365 Functional Consultant
    Gulshan Khurana
    ------------------------------



  • 5.  RE: Leads not associating with Lead BPF

    Posted Mar 18, 2022 11:12 AM
    Hi Gulshan, 

    Thanks for the tips. I had not used this tool before and it prooved a life saver to do the datafix in our production environment, 

    Thanks,

    ------------------------------
    Marc Longtin
    Hilo Énergie
    Montréal QC
    ------------------------------



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