CRM 2022 R2 Import email error message

SUGGESTED

Having successfully linked my email account in CRM I get a view onto my mailbox for filing emails that looks good. However when I try to file an email it says it has imported 1 email but then gives an on-screen error, "The resource cannot be procesed. Comm_ChannelId - Error - Invalid data.", and the email is not imported:

I cannot find a log file containing any details on the error, nor does a SQL Profiler trace show any attempt to talk to the Communication table. I turned System and .NET logging up to 5 but no sign of the error in the logs.

I have tried this with several different emails filing again both Company and Person with the same result. Any idea what is wrong or where I can get more error information? Has anyone else managed to link their mailbox and import successfully?

Thanks,

Mark.

  • 0

    FYI - Importing a contact works ok and creates a Lead record.

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    SUGGESTED

    You're not going to believe this... The Import Email wants to insert the Communication record as channelid 4. We don't have a channelid of 4 on our system as it happens, not at all so must have been skipped over by someone starting an entry then aborting. I imported some of the channel table records from standard demo (where I had tested it and it worked) so we now have a channelid 4 in our test system. Email import now works!! Sounds like there is either a channelid hardcoded in the import, or something going wrong in the channelid lookup and if you don't have a channelid 4 it fails. I've logged a support call so will follow up there when it is picked up.

  • 0 in reply to markpinnacle

    Just to confirm I am getting exactly the same issue as well so this looks like a bug

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    Hi Mark,   I would love to know how you are downloading emails I have invested 2 full days trying to download emails from Exchange 365, I tried 2AOauth and still get error messages.   Are you using Exchange 365?   POP apparently no longer works!  Anything you can through at me would be appreciated.

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    Sage have given me the following fix which appears to work:

    Edit emailMailListViewModel.js in [install dir]\WWWRoot\js\emailcontactlist. Go to the let createComms = function(result,evt){ (around line 616) A couple of lines down, you should see - postData["Comm_ChannelId"] = '4'; Comment it out e.g. // postData["Comm_ChannelId"] = '4'; Clear the browser cache Once you have done the above the email should file as expected. There will be a permanent fix in a future release of the software

  • 0 in reply to AlisonA

    Thanks for confirming the issue earlier Alison. I also tested Sage's reply and it works, though it means the ChannelId is just set to null. Also they are not setting the Territory which might be important in some setups.

    If you add the following 2 lines it the same section it will set these values for you based on the user:

    postData["Comm_ChannelId"] = crm.CurrentUser.user_primarychannelid;
    postData["Comm_SecTerr"] = crm.CurrentUser.user_primaryterritory;

    I also noticed they are filing the emails as Task records rather than email. This means if you Filter by Type and choose Emails only you will not see them. I tried changing it to file it as Email but this gave an error saying invalid Type. I found this article  Customizing the Communication List to display 'Emails Only' - Sage CRM Hints, Tips and Tricks - Sage CRM - Sage City Community that explains how to add the Email to the comm_type Translations as it seems it is not actually in there as standard. After doing this I was able to change the type so it files as Email by modifying this line:

    postData["comm_type"] = 'Email'; // Changed from Task to Email as makes more sense. Had to add Email as a Translation for comm_type first.

    I also noticed that it is not recording the CC and BCC information. In fact it is not getting this information from the Exchange email object. The script could be modified to do this, though it needs to change the returned objects into strings in a similar fashion to the To address object. I've not had time to do this yet.

    The email interface is quite slick but I get the impression they had to rush it out at the end and maybe did not have time for some of these refinements. Maybe they will be added in the next release. In the meantime, at least we can modify our own versions of the script.

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    Here is the fix: https://community.sagecrm.com/partner_community/m/fixes_and_workarounds/28752.aspx

    Apart from that, I got following error: "The resource cannot be procesed. Libr_Note - Required fie" while importing email

    To resolve this I added following line on same file mentioned in above link:

    postData["Libr_note"] = 'Email Imported.';