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Remember when CRM life was so much simpler that solutions did not yet exist? If you lot had separate development and production environments and you wanted to motion your customizations, you lot only clicked Export Customizations and voila! It was done. Those were the days. Nostalgia Alarm – in case you've forgotten, hither's a screenshot to jog your memory: With CRM 2011, the concept of solutions was introduced, giving united states of america a new set of powers – by picking individual entities, workflows, etc., nosotros now had the ability to group together and move only those customizations nosotros wanted to include in our solution. The adjacent great solutions advancement came with CRM 2016: we tin now select specific components within each private entity – and then instead of moving the entire contact entity, for instance, we have the option of moving simply a certain view or field inside the entity. And we can do this without having to hack the xml in the zip file. (By the fashion, if you desire to learn more than about solutions, please have a look at our CRM Book: https://crmbook.powerobjects.com/system-assistants/customization/solutions/) Only as wonderfully avant-garde as the CRM solutions concept is, it also has the potential to cause some serious headaches – failed imports, error messages, etc. – when certain things are even slightly amiss. With that in mind, in today's blog, we volition try to ease those headaches by providing you a what-to-do guide for when things don't get then smoothly. We hope this helps ensure that you will always be able to successfully import your solution into an environment. But hey, i quick warning: while we strived to make this guide as helpful as possible, dealing with CRM solution import bug can sometimes go quite time-consuming, especially when it requires you lot to await at XML code. We'll try our all-time to guide everyone in this blog, just if you ever feel like you're in over your head, please contact united states of america – we're here to assist! The solution import process is quite simple. Nether "Settings" / "Solutions," click Import, as shown below. Select the goose egg file of your Solution, and click Import. At this point, Microsoft Dynamics will summate the solution.xml file and check that all dependent components are included for the import process. If a missing dependency is institute, the side by side screen will display a dependency fault, and you will not be able to import your solution until the missing components are addressed. Oft, if you lot are importing a solution that came from a different CRM org, a dependency error is acquired by a Managed Solution that exists in the source CRM but not in the target. For example, let'south say yous have ii environments: development (dev) and production (prod). You create a solution in dev called "Email," add together the electronic mail entity, and export it. But when you lot attempt to import it in prod, yous receive the following fault during the dependency check: At first glance, it may seem daunting to set up a laundry list of dependency errors for a successful import. Yet, when nosotros take a closer look at the "Managed Solution" column, we see that all the error rows indicate either PowerEmail or PowerSurveyPlus. In this case, it'due south because both PowerEmail and PowerSurveyPlus are Managed Solutions that exist in dev but non in prod. To resolve this event, we demand to simply import both PowerEmail and PowerSurveyPlus into prod before importing our "Email" Solution. So, as far as Managed Solution components go, always think that they cannot be exported via an Unmanaged Solution. And to consign from one CRM org or environment into another, nosotros always recommend that the same Managed Solutions that be in your source also exist in your target. Looking at the same example higher up, allow's say we imported both necessary PowerPacks into our prod environment and then tried to import the "Email" Solution one more time. Once again we failed the dependency cheque, though this fourth dimension, the error screen contains just one detail: What does this mean? Hither, we begin by looking at the last column, "Required by," which is formatted as follows: "Component (Entity)." In our case, it's telling united states of america that the "Email" component within the e-mail entity requires a component that does non exist. Next, nosotros look at the "Type" field – since it is Web Resources, we can deduce that the "Electronic mail" refers to our class called E-mail, which contains a reference to a web resource called new_email_js_lib (from the "Name/Id" field) that has not been included in our solution. To successfully import this solution, nosotros will need to add the spider web resource mentioned in the mistake screen (new_email_js_lib), export information technology again, and then effort another import. In that location are lots of other types of dependency errors that could occur when you don't include the necessary components in the solutions, including: Thankfully, the message displayed is usually very helpful in telling u.s. what is missing, too as why it is needed. Back to the Email example above: we fixed our problem by including the missing spider web resources. But what would be another way for us to import the solution if we didn't desire to move that web resource? Well, since the merely dependency in our example is required by the E-mail grade, we can only exclude that form from the solution. Another error you may receive after selecting the zip file of your solution and clicking Import is: "This solution bundle cannot exist imported considering it contains invalid XML." The most likely reason for this fault is that someone previously edited the customization.xml file incorrectly, resulting in bad XML lawmaking. Oft, it is as unproblematic as an error in the capitalization of an identifier, a basic typo, or having a missing or invalid tag. To find out where the error is, expect at the error screen and hover your mouse over "Technical Details." This is actually a link that takes you to a folio showing more detailed information. Clicking on the link will reveal something like to this: In this example, we have a typo when specifying our pour relationships: "NoCasicade." This is the result of someone manually editing an XML file and mistyping something. This tin can be easily corrected past opening the customization.xml file within the nothing file (covered below), searching for the typo, and correcting it. Of course, not all fixes are as easily identifiable as this example. Note: inside the solution zippo file, there exist several files. One is "solution.xml," which contains a list of dependencies required before the import can be attempted. However, this file isn't foolproof, every bit there is still a possibility that a dependency is missing but is not listed in the solution.xml file. When this is the example, it results in the initial dependency check succeeding, assuasive you to attempt to import the file. However, it will and then fail the import, and an error log volition be generated. Besides dependencies, boosted errors can occur during an import. When you first select your zip file and click Import, a progress indicator will announced. In the event of an fault, the changes included in the solution file to that progress point will not be practical, and you volition have the option to download the log file. Click on Download Log File, which volition event in an XML file – be sure to open it in Microsoft Excel. Warning! Any time you deal with XML (or whatever other code, for that matter), always tread carefully and e'er make a backup copy before doing any edits. Only right-click the zip file and re-create it. That style, you volition have a backup prepare to be re-imported if any bug arise during your editing process. The Excel file will contain 2 tabs. The starting time tab, called Solution, will comprise some basic information: The second tab, called Components, volition contain detailed data about each individual item being processed for import. This is what we will apply to place issues and determine necessary fixes. The "Status" column will list the components successfully processed earlier the fault occurred. Subsequent components afterwards the failure will remain unprocessed, since the first failure causes CRM to stop processing. In this way, it is piece of cake to identify the source of the error, though at that place is also a downside: there may however be more bug, merely we can only catch one at a time. Our troubleshooting process will involve looking at the "ErrorCode" cavalcade. Based on the bulletin from the screenshot above, the message received in our instance is: "An item with the same key has already been added." Some of the error codes are straightforward and to the point, while others require more earthworks. And on occasion, you will need to make edits to the XML files inside the nothing file. Don't worry: you don't necessarily need to be an XML skillful to work through some of these bug, though for a non-programmer, simply looking at code tin often be challenging work. However, if you are a CRM ambassador, once you get the hang of looking at CRM XML, it volition become increasingly familiar each subsequent time. Oh, and 1 quick and super-important tip: remember that XML is always case-sensitive! Permit'south take a await at dissimilar error codes you tin receive in this log file, start with the case above. Stated simply, with this error CRM is telling you that you lot're trying to create an item that already exists. Unfortunately, this is one of the more generic error letters, and then information technology isn't always super helpful. However, the proficient news is that oftentimes, this happens for one of two reasons: the field already exists in CRM but is a different type, or information technology is the same blazon simply the schema is capitalized differently. Let's look at two examples that testify how each upshot can happen. Case i: there exists a field (type = text) in your contact entity chosen "new_ShoeSize." You then endeavour to import a solution that includes a field (blazon = whole number) with the exact name, "new_ShoeSize." CRM volition effort to create a new field, merely will fault out because this name – or key, every bit referenced in the mistake code – is already taken. Case two: allow's say you accept the same text field, "new_ShoeSize," and this time you are importing a solution where the field is also of type text, but the schema of that field is all lower case: "new_shoesize." This will result in the same error occurring. CRM volition recognize that you have a new field called "new_shoesize," but when it tries to create information technology, it will notice that the name already exists. Something to keep in mind is that like types of problems may ultimately upshot in different ErrorCode readings. For example, capitalization differences in the schema (as described in Example 2 in a higher place) may, depending on your CRM version amid other things, actually result in different fault codes! Argh, right? Well, we promise to comprehend all of them in this guide. Remember that as long as yous are able to start with an error code – any fault code, you tin usually identify your problem and possible fix. This mistake message refers to something in the customizations.xml file that CRM does not recognize as valid. For example, an import could mistake out with the message, "The 'Characterization' attribute is not declared," followed past "validation failed at …" and then a sample of the XML file where the mistake occurs. This means that when the solution file was created, something CRM can't procedure (an undeclared variable) was inadvertently included. To fix it, we will need to examine the customization.xml file to remove the offending part of code. Let's say you downloaded the log file and saw this message: The import file is invalid. XSD validation failed with the following error: 'The 'characterization' aspect is not declared.'. The validation failed at: '...ition> Expect at the fault location, which identifies the spot just before the error. Since the fault message states that "label" attribute is not declared, we know the mistake existence generated is due to the very side by side statement: label" <<<< But wait, if it's bad code, why is it there in the outset place? Possibly your CRM was upgraded from a previous version and at that place is deprecated code, though it could really be for any number of reasons. The bottom line is that we need to remove it: Now, don't become mad, just hither's where information technology gets even trickier. If y'all expect at the unabridged mistake bulletin shown above, you may observe that at that place are farther recurrences of "label=." Recall that we stated earlier that CRM will fail on the beginning error and not attempt to process it further, potentially masking additional errors? Well, this is ane of those times. In our case, each of the highlighted references will eventually mistake out during import attempts: label="Priority (Case)" /> Farther complicating matters is that this error message is only a snippet of the entire customization.xml file, so this error may have several more occurrences, equally well. Your options are twofold: fix each error one at a time and effort to import after every prepare, or review the unabridged customization.xml file, doing a old make clean-up of anything that matches the errors shown above. While the second option is definitely faster, please be absolutely sure that you are editing the correct things – don't inadvertently remove or change something you shouldn't have! And so, if you are still new to this, our recommendation is to practise the first method, and just change one piece at a fourth dimension, until you are sufficiently familiar with solutions content to take a stab at the 2nd selection. This message states CRM found a security part proper name that already exists. You cannot have a duplicate security role name, so if you receive this bulletin, simply find the indistinguishable security role name(s) that already be(s) in the target surroundings. When yous locate the duplicates, if they have different GUIDs (pregnant they were created manually in both environments), then you will non be able to import the solution until one of the security roles has been uniquely renamed. During the initial import, information technology is possible that a dependency volition not exist caught, allowing you to begin the import. If and then, you may receive a bulletin similar to the one below: The dependent component EntityRelationship (Id=po_campaign_po_satisfactionsurvey) does not exist. Failure trying to associate information technology with SystemForm (Id=5c2404c5-69ed-4633-a193-0852d38f732a) as a dependency. Missing dependency lookup type = PrimaryNameLookup. To fix this this upshot, you volition need to examine the error message in more detail. Our example higher up shows that a relationship is needed for a form that we are importing – likely, it is referenced in the related items, but does not exist in the target arrangement. So, we would merely need to add it to our solution if we want the form to exist imported. At that place is likely a duplicated ID on the customization.xml file, and we will need to remove information technology. Let'due south say our fault message was equally follows: The label 'Summary', id: 'c706accd-f53f-46f5-a254-b64766269216' already exists. Supply unique labelid values. We will need to search the customization.xml file for this id, and we will likely see information technology twice in the same department. However it was created, information technology volition non exist possible to import until ane of them is removed. Delight exercise caution when removing this, and then that yous only remove the necessary part. This seems like a good time to reiterate the importance of making a fill-in copy of your customization.xml file before yous brainstorm editing. Please do it! This is an infrastructure-related issue, probable the cause of another process acting on CRM that resulted in a conflict – for example, when multiple users attempt an import at once, or when other integrations/backups are running that result in a conflict for back-end resource. Fortunately, this issue is typically resolved by just trying information technology again. However, for an on-premises environment, if y'all receive this bulletin, we recommend checking with a systems ambassador offset to determine whether there are whatever other jobs impacting the SQL environment. It may be in your all-time interest to delay the import until a fourth dimension where whatever running jobs have completed, instead of immediately trying the import again. You will run across this mistake code if the customization.xml file was edited and contains errors. There could be many causes and variations of this error code. Here is one we saw not too long ago: The import file is invalid. XSD validation failed with the following error: 'The 'labelid' attribute is invalid - The value '{ddcee403-c32b-459f-a4f5- 20e23fb32eb0}' is invalid according to its datatype 'FormGuidType' - The Blueprint constraint failed.'. The validation failed at: As you tin can see, the GUID shown to a higher place is an wrong format because it contains a infinite. The obvious lesson here is to always be conscientious when editing code! There are two general causes for this error – either the solution file includes a plugin that is missing some additional items, or something is preventing the target CRM plugin from being updated. If information technology is the first issue, so the solution file will need to be recreated with the correct components, since the plugin is malformed. If the plugin is fine, but yous are yet getting this message, so the problem is that information technology is failing to update/overwrite the existing plugin. Some options are: This essentially means CRM is not able to observe a place to add the report, so you may have to do some troubleshooting on the study server for an on-premises environment. Some things to bank check are: An alternate solution is to just exclude the report from the solution file. This is another dependency-related fault, although this ane is specific to the ribbon, and it probable means you have a corrupted form. And so, the problem itself is non the solution being imported, simply rather the forms/entities the solution touches. In order to set up this, you volition need to either edit the ribbon XML or use a ribbon editor, and examine the ribbon control in question. For this problem, we suggest seeking help from a developer (or PowerObjects!) since it may have quite a bit of troubleshooting. Here'due south 1 example of this fault: y'all take a push button with a hide function. Then, somehow, the hide function gets removed, but the button is withal there, and it withal contains a reference to your part. One possible fix is to recreate the same office, which will enable you to make changes to your push – to either remove information technology or set it. Once this is done, you will be able to make changes to your grade (and import your solution). This means that within one of the command tags, CRM is expecting another tag, only does not observe it. The fix volition involve looking farther at the message, and adding the necessary tag. Here is one example: Required parameter QuickForms is not institute for control Within the "Interests" definition, it is expecting a tag for This error indicates that the import took besides long and exceeded the time-out value allowed by Dynamics 365. This is performance-related, and may occur when you are importing processes – components that rely on the Microsoft Dynamics CRM Asynchronous service. You lot may desire to simply endeavour the solution import again to see if it works. Otherwise, for a CRM Online environment, our recommendation is for y'all to open a ticket with Microsoft. For an on-premises environment, there are two suggestions: You may also simply retry the aforementioned import at a after time. Annotation: CRM operation is a separate give-and-take altogether. Please spend some time researching this before attempting whatever changes. The following MS blog will provide some background on different time-out values that y'all tin fix: https://blogs.msdn.microsoft.com/crminthefield/2011/06/13/microsoft-dynamics-crm-timeout-settings/ This error is nigh identical to "An item with the same key has already been added," which we covered before. It involves a field that already exists in the target environment but with unlike capitalization. A previous blog covered exactly how to solve this particular fault: https://powerobjects.com/blog/2013/07/01/importing-solution-in-crm-2011-field-is-non-unique-fault/ This is but a fancy manner of saying you forgot to add a relationship to your solution. To find out more than about this error, examine the customization.xml file once more. Allow'south say this is the error message you received: EntityMap po_employment -> incident - Import: FAILURE. This entity map does not exist on the target arrangement. In the customization.xml file, scroll down until you reach the This is the piece of the file that CRM reads and does non like, because the relationship itself does not exist in the target environment. The prepare is simple: go back to your original solution, and add together the missing relationship, as shown below: This is likewise a dependency-related problem. To investigate, you will need to know to what component information technology is referring. Start, permit'south figure out the type. The "blazon" in this error points to the entity code, which you lot can learn near here: https://msdn.microsoft.com/en-the states/library/mt608054.aspx And then if your message says it tin't notice a root component of type 24, for example, it is referring to a Form; if it is 20, then it's a Role, and so along, as described in the linked-to page above. The root component will be a GUID, which you will need to look for in the customization.xml file. In one case y'all observe it, information technology will take a deeper review of the file to determine how to either remove the component cake from the file to re-import it, or to get the missing component into the solution or environs. Distressing, merely for this outcome, you will need some amount of proficiency in reading XML, since at that place is no clear-cut solution without doing some investigating. We've seen this problem occur a few times, and it is the result of a process activation record that has been duplicated. To better sympathise this error, here is a brief overview of how CRM processes (workflows) work: You create a new workflow, and add some steps. This creates a new record of blazon process, where category = workflow, and type = definition. Accept y'all ever done an advanced find, and looked at the view chosen "Activated Processes"? This view filters out the other "types" so yous only see the actual workflows that take been created. A process tin also be of type "template," which is just a workflow template. It tin too be of type "activation." What is a procedure of type "activation"? Let'south go back to the workflow you created, currently sitting in draft mode. Once y'all decide to actuate it, your workflow will be active. Past doing this, you have merely created a new process record, where the type = activation. And it is this tape that CRM triggers the events divers in the workflow. When you deactivate your procedure, information technology also deactivates the other process (type = activation). Umm, aye, it can be a bit confusing. Getting back to the error and how it can exist stock-still – this fault may have happened every bit a result of a bug or glitch that, when a workflow was activated, created more than than one process of type "activation." And it will not permit you to reimport a workflow if in that location are 2 or more activation records. In order to fix information technology, you will take to manually delete the activation records for this workflow so that you have no more than one. For those in on-premises environments, nosotros have had successful results with a SQL delete command for the activation records. Please note that this is not a Microsoft-supported method, so please take a database backup before doing this, and exercise it only subsequently piece of work hours. For CRM online customers, we recommend working with Microsoft to remove the duplicate tape, as it cannot be done from the UI. This is an error we saw after an update of CRM 2013, though we accept non meet information technology since. The error refers to the cascade definitions of a relationship, and in that location exists a nice blog with more information virtually this specific error, which is caused by a system relationship that changed behavior after an update: http://cloudxrm.blogspot.com/2014/09/invalid-link-type-for-organization-entity.html We've gone through a lot of dissimilar Error Codes that can be generated for different issues during solution imports, simply at that place is one more scenario we take yet to cover. Imagine you are doing an import, you receive an fault, and yous download the log file. When you lot open up information technology, you meet something like this: In the "Status" column, you just see Candy, Candy, Candy, and and then all of a sudden Unprocessed. No Failure, nothing to aid you. Yikes! What do you lot do? Well, the likely crusade is the same trouble we have covered a few times in the past – when a component yous are importing already exists in the target environment, but there is a capitalization mismatch. The problem with finding out which component is leading to the problem is that you won't exist able to tell by the downloaded log file in Excel. Equally y'all tin see in Row xvi in a higher place, the last ItemType candy was "Chart" from the Incident entity. Simply that is of no assist whatsoever! The but way to find the culprit is to examine each component, one at a fourth dimension. Ugh. Trust us, we feel your pain. Simply one suggestion to make your task easier is to create a new solution in your source CRM, add together just ane entity, and try to import it. If it succeeds, keep adding additional entities until y'all receive the mistake, and then you'll notice the entity that probable contains a field that is causing the issue. Once you narrow information technology down to i entity, you will have to do a comparison of all custom fields, looking for any fields that exist in both environments but with mismatched capitalization of the schema. About of the problems presented in our examples can be avoided by following some best practices for customizing CRM. For any product CRM environment, our recommendation is to have a separate evolution/uat environment where you lot perform your customizations. Once things have been tested, those same customizations should exist moved to your production environment via solutions. This holds true even for small changes, such as increasing a cavalcade width of a specific organisation view or creating a new field. While it may be tempting to create the same alter straight in your other environments, which is probably faster than moving it via solutions, we exercise not recommend this. Doing it this mode has the potential for typos and mismatches, specially related to schema capitalization, that will cause problems for futurity imports. Additionally, other components, such as security roles and connection roles, will take mismatched GUIDs and volition too neglect your future imports. Sometimes, editing the customization.xml file is either necessary or is the best approach compared to other methods. This is ok to do – as long every bit yous do information technology carefully and knowingly. And have backups! Information technology's then quick to do and takes up very little storage space. Just re-create your zip file and save it – at present you're ready to edit! Nigh of the problems mentioned in this web log can exist avoided by following this process. But if all else fails, experience free to contact our support squad – we are ALWAYS happy to assist y'all. Happy CRM'ing
Dependency Issues acquired past Managed Solutions
Other Dependency Problems
Invalid XML
The Log File
An item with the same key has already been added.
The '20' attribute is non alleged.
Cannot import security role. The role with specified role id is not updatable or office name is not unique.
The dependent component 20 does non exist.
The label XX already exists. Supply unique labelid values.
Transaction (Process ID #) was deadlocked on lock resources with some other process and has been called every bit the deadlock victim. Rerun the transaction.
The import file is invalid. XSD validation failed with the following error:
Plug-in assembly does not incorporate the required types or assembly content cannot be updated.
Mistake occurred while fetching the study.
The ribbon item XX is dependent on ribbon command id=YY
Required parameter XX is not found for control YY.
The await operation timed out.
Column names in each table must be unique. Column name X in table Y is specified more than one time.
EntityMap 20 – Import: failure. This entity map does not exist on the target system.
Cannot add a Root Component X of type Y because information technology is not in the target system.
Should be exactly 1 MessageProcessingStep registered for workflow.
Invalid link blazon for organization entity cascading actions.
No ErrorCode Listed!
General Customization Tips
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365'southward mission is to reveal innovative means to employ Dynamics 365 and bring the application to more businesses and organizations around the world.
Source: https://microsoft-business-applications.hcltech.com/troubleshooting/troubleshooting-solution-import-errors/
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