Knowledge Base

You cannot change the business unit of a Microsoft CRM user when the user account or the manager account has been disabled in Microsoft CRM, or when the user account has been deleted from Active Directory

Article ID: 893363

Article Last Modified on 6/2/2006

APPLIES TO

Microsoft CRM 1.2

SYMPTOMS

When you assign a user to a new business unit, you receive the following error message in Microsoft CRM:

An Error Has Occurred. For More Information Contact Your System Administrator

CAUSE

You cannot change the business unit of a user if one of the following conditions is true:

If their manager's account is disabled in Microsoft CRM, and the user account has not been deleted from Active Directory directory service.
If their manager's account is disabled in Microsoft CRM, and the user account has been deleted from Active Directory.

You cannot change the business unit of a manager if one of the following conditions is true:

A user who is assigned to the manager has been disabled in Microsoft CRM, and the user account has not been deleted from Active Directory.
A user who is assigned to the manager has been disabled in Microsoft CRM, and the user account has been deleted from Active Directory.

RESOLUTION

Microsoft CRM has a fix for this problem that is part of a cumulative update. The cumulative update information is described in the following Microsoft Knowledge Base article:

904435 Update Rollup 2 is available for Microsoft CRM 1.2

MORE INFORMATION

Steps to reproduce the behavior

Note Do not create these Microsoft CRM business units except in a test system. These steps describe the business unit structure that will cause the error message and problem that are described in this Microsoft Knowledge Base article.

The initial business unit structure contains a root unit. The root unit has two child business units. The child business units of the root unit are Region 1 and Region 2. Region 1 and Region 2 each have two child business units. Region 1's child business units are Area 1A and Area 1B. Region 2's child business units are Area 2A and Area 2B. Each Area business unit also has two children. Area 1A's children are Biz 1A_1 and Biz 1A_2. Area 1B's children are Biz 1B_1 and Biz1B_2. Area 2A's children are Biz 2A_1 and Biz 2A_2. Area 2B's children are Biz 2B_1 and Biz 2B_2.

Figure 1 displays the organization of these business units.
[GRAPHIC: Figure 1]

Create a user who is named User1, and then assign the default Microsoft CRM salesperson security role to this user in the Area2A business unit. To do this, follow these steps:
1. On the GoTo menu, point to Home, and then click Settings.
2. On the Settings page, click Business Unit Settings.
3. On the Business Unit Settings page, click Users.
4. On the Actions menu, click Create a new user.
5. In the First Name box and in the Last Name box, type User1.
6. In the Domain Logon Name box, type adventure-works\User1.
7. Click the lookup button next to Business Unit.
8. In the Look Up Records dialog box, click Go.
9. Click Area2A2, click OK, and then click Save.
10. On the Actions menu, click Manage Roles.
11. Click to select the Salesperson Role Name check box, and then click OK.
Create a user who is named User2, and then assign the default Microsoft CRM salesperson security role to this user in the Area2A business unit, and then assign User1 as their manager. To do this, follow these steps:
1. Complete steps 1a through 1d.
2. In the First Name box and in the Last Name box, type User2.
3. In the Domain Logon Name box, type adventure-works\User2.
4. Complete steps 1g through 1k.
5. On the Actions menu, click Change Manager.
6. Click the lookup button next to New manager
7. In the Look Up Records dialog box, click Go.
8. Click User1, and then click OK.
Disable User2. To do this, follow these steps:
1. On the GoTo menu, point to Home, and then click Settings.
2. On the Settings page, click Business Unit Settings.
3. On the Business Unit Settings page, click Users.
4. In the View list, click All Users.
5. Click User2. On the Actions menu, click Disable User, and then click OK.
In Active Directory Users and Computers, locate the domain where this user account is stored, and then click Users. Right-click User2, and then click Delete.
In Microsoft CRM, change the business unit for User1. On the GoTo menu, point to Home, and then click Settings.
On the Settings page, click Business Unit Settings, and then click Users.
In the View list, click All Users.
Select User1 to highlight it, click Actions, and then click Change Business Unit.
In the Business Unit Look-Up dialog box, locate Region2 as the new business unit for User1, and then click OK two times.

Keywords: kbqfe kbprb kbmbsmigrate kbhotfixserver KB893363

Microsoft KB Archive/893363

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