Customer Engagement & Dynamics CRM Forum

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
------------------------------

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
------------------------------

Original Message:
Sent: Mar 17, 2022 04:59 PM
From: Marc Longtin
Subject: Leads not associating with Lead BPF

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
------------------------------

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
------------------------------

Original Message:
Sent: Mar 18, 2022 04:44 AM
From: Wim Krings
Subject: Leads not associating with Lead BPF

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

Original Message:
Sent: Mar 17, 2022 04:59 PM
From: Marc Longtin
Subject: Leads not associating with Lead BPF

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
------------------------------

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
------------------------------

Original Message:
Sent: Mar 17, 2022 04:59 PM
From: Marc Longtin
Subject: Leads not associating with Lead BPF

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
------------------------------

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
------------------------------

Original Message:
Sent: Mar 18, 2022 09:34 AM
From: Gulshan Khurana
Subject: Leads not associating with Lead BPF

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

Original Message:
Sent: Mar 17, 2022 04:59 PM
From: Marc Longtin
Subject: Leads not associating with Lead BPF

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
------------------------------