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Dynamics 365 ERP - General

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Aug 4, 2024

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  • A colleague encountered an error when changing the owner of an account in Dynamics 365 CE while implementing DualWrite.
  • The error message indicated a worker not belonging to the current legal entity, despite not synchronizing Owner – Employee Responsible yet.
  • After investigating, it was found that the user being added as an owner belonged to the correct Business Unit and Legal Entity.
  • By removing an Employee Responsible set on the customer in FnO, the issue was resolved and the account could be saved in D365 CE.
  • Similar actions were taken on other customers with Employee Responsible settings in FnO to successfully make changes in D365 CE.
  • The key learnings from this troubleshooting were the potential unrelated nature of errors in CE, the importance of data quality, and the lack of cleaning out former employees in FnO.
  • The issue highlighted the importance of thorough data management and coordination between different modules in Dynamics 365.
  • Proactive data maintenance and alignment between systems can prevent errors and streamline processes within the Dynamics 365 environment.

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