maryratliff
commented
2 years ago I figured this out and wanted to share in case others would benefit. This was a permission issue. I downloaded the Fetch XML builder tool in XRM Toolbox and executed the workflow from there. When I did that, I got more detail on the error that was preventing Bulk Workflow Execution from running. The error was that the principal user was missing permissions. I visited :https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/373765/principle-user-is-missing-privileges-consider-changing-user-accessmode-to-full-without-privilege-filtering-is-missing and determined that the user we were using to login to XRM Toolbox had only "Administrative" Access Mode permission instead of "Read-Write". I corrected that permission issue and it worked from there.
When I connect to XRM Toolbox in our production environment and try to validate a query, XRM Toolbox just hangs. The "count records" box pops up for half a second and then disappears. Record count in the info box at the top never populates.
It doesn't seem to matter which query I try to validate (tried several) and it doesn't seem to matter which view I use (tried several). I do not experience this issue when I connect to our test environment. The production environment indicates it is connected correctly and is pulling back all expected on-demand workflows and views. I thought maybe the query was invalid so copied the fetch xml from the TEST environment (which works) into the custom fetch xml box and it still didn't work.
I uninstalled and re-installed XRM Toolbox and also deleted and re-established the production connection and neither of those things helped to resolve.
I am not a developer but assist with Dynamics CRM Administration and need to be able to run a bulk workflow to make some important updates in our system.
thanks! Mary