none
Opportunity - parentaccountid field and reimport data

    Question

  • Hi,

          we use CRM Online. After installation of Microsoft Dynamics CRM December 2012 Service Update it appeared new attributes on opportunity entity. One of them is parentaccountid with display name Account. As I found it's one of internal attributes of CRM (http://msdn.microsoft.com/en-us/library/gg328229.aspx#internal). 

    Before installation of December 2012 update we had renamed field Customer (customerId) to Account, because in our business process it’s possible to have as customer account only. And after update installation we have two fields with display name Account – parentcustomerid and customerid. It wasn’t so big issue until we wanted reimport data back from excel spreadsheet, which we exported from CRM with flag “Make this data available for re-import ….” . Import engine probably match columns in excel spreadsheet by display name in CRM. The problem occurred when we have column with name “Account”. Import engine can’t find right filed in CRM because there are 2 fields with display name Account. I wanted to rename internal field parentcustomerid to different display name. But what was my unpleasant surprise – display name of internal attribute parentcustomerid is not possible rename.

    Our management doesn’t want rename Account (customerid) to different name. Is there any possibility how to avoid this situation and allow import opportunities with display name Account for attribute custimerId ?

     

    Thanks a lot

    Josef


    Tuesday, February 12, 2013 7:38 AM

Answers

  • Hi Josef,

        Thanks for clarifying this. In this case then it is best to write a simple custom solution which can perform the import for you. There are solutions available in market as well for the same. Here is the list of few.

    http://www.c360.com/importmanager.aspx

    http://www.crmextensions.com/

    Hope this helps.

    If this helps please mark this post as answer.

    Wednesday, February 13, 2013 11:53 PM

All replies

  • Hi Josef,

         When you are importing data in CRM using OOTB import tool, you have an option of using Display name or Schema Name. For your situation I would recommend using the schema name for import with customerID column as schema name is always unique. 

    Hope this helps.

    Minal Dahiya

    Wednesday, February 13, 2013 2:07 AM
  • Hi Minal,

    this switch would resolve my issue, but I can't find this option to switch between Display Name and Schema name. Where can I find it ?

    Thanks 

    Josef

    Wednesday, February 13, 2013 8:11 AM
  • Hi Josef,

         You need to use Schema Name as the first column where you have the display name in the csv or text file. CRM can resolve the schema name automatically when you try to import the records.

    Hope this helps.

    If this helps please mark this post as answer.

    Wednesday, February 13, 2013 8:56 AM
  • Hi Minal,

    because I need update existing records, I'm using xml (excel) file which I export from CRM with flag "Make this data available for re-import ….”. This excel sheet is protected and it's difficult to modify it and replace comun header names. If I use csv or text file, CRM insert new record and not update existing.  Any idea ?

    Thanks

    Josef

    Wednesday, February 13, 2013 9:16 AM
  • Hi Josef,

        Thanks for clarifying this. In this case then it is best to write a simple custom solution which can perform the import for you. There are solutions available in market as well for the same. Here is the list of few.

    http://www.c360.com/importmanager.aspx

    http://www.crmextensions.com/

    Hope this helps.

    If this helps please mark this post as answer.

    Wednesday, February 13, 2013 11:53 PM
  • Hi,<o:p></o:p>

                Yes this is solution, but still I don't understand why Microsoft release set of attributes which is not possible customize. In a fact I did customization valid by SDK and after applying Rollup 12 (yes, on online is not exact rollup), it breaks my functionality.<o:p></o:p>

    Josef<o:p></o:p>

    Thursday, February 14, 2013 8:03 AM