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Updating Opportunity CreatedBy

Javasolt válasz Updating Opportunity CreatedBy

  • Thursday, May 10, 2012 11:48 AM
     
     
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    During migration (import) of opportunity records the Created By field is updated with the user importing the opportunity records. How can I update the Created By field? 

    Hans I

     

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  • Thursday, May 10, 2012 12:27 PM
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    you need to provide a value for the "OverriddenCreatedOn" with the desired "Created On" date. When you do that then CRM will place that value in the "Created On" field.

    If you are using out-of-the-box import functionality you can simply map the "Created on" field to the "OverriddenCreatedOn" field and that should work.

    If you are using another tool you just need to make sure that the override value is passed on create of the record.

    Gonzalo | gonzaloruizcrm.blogspot.com

     
  • Thursday, May 10, 2012 12:52 PM
     
     
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    What about the Created By field that is the issue here?

    Hans I

     
  • Thursday, May 10, 2012 1:57 PM
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    oh sorry, I thought it was created on!

    So for Created by it's a bit trickier, are you using the out-of-the-box import functionality or what tool do you use?

    Gonzalo | gonzaloruizcrm.blogspot.com

     
  • Thursday, May 10, 2012 3:20 PM
     
     
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    Thnx, I hoped to use the oob functionality, but it looks like Dynamics CRM Online doesn't give me the possibility. The whole time I'm trying to use oob funtionality/webtools that comes with the the application, but for this issue I'm stucked. I'm not sure what to do so I'll appreciate suggestions.

    Hans I

     
  • Thursday, May 10, 2012 3:24 PM
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    If you use OOB import (Import Wizard) then you would have to log in as the user who should be on the "CreatedBy". However, notice that even if the created by is always the user who runs data import, you can specify who will be the *owner* of those records. In other words, you cannot override the "created by" field but you can always assign an automatic owner to those records who is not the same as the created by.

    Otherwise you'd have to develop your own data improt tool which uses impersonation to impersonate the user who should appear in the "Created By" field.

    hope that helps

    Gonzalo | gonzaloruizcrm.blogspot.com

     
  • Thursday, May 10, 2012 3:57 PM
     
     
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    Thnx once more. Owner is OK. Since I imported the data already I'm the user in Created by. I want the Owner to be in the Created By field. Exporting a file for re-import with the columns Owner and Created by, copy the values from Owner to Created in Excel and then re-import could solve the issue if its run by each user? There are not so many users so I hope you can confirm this can be a solution. Otherwise I'm in need for developerresources. :-)

    Hans I

     
  • Thursday, May 10, 2012 4:01 PM
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    Once the record is created you cannot chage the "created by" field so that solution won;t work. The "Create by" field is managed by the system and you cannot really pretend you are someone else unless you actually log in to the system as that person or use impersonation (requires development)

    Gonzalo | gonzaloruizcrm.blogspot.com

     
  • Friday, May 11, 2012 8:42 AM
     
     
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    In http://mscrm-workarounds.blogspot.com/ there are mentioned something about that this can be done during import, but is this only valid for creating records and not updating (re-imports)? If I deleted all records in those entities concerned and imported them once more will that be possible?

     

    Hans I

     
  • Friday, May 11, 2012 9:52 AM
     
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    Hans,

    Yep. If you delete all the concerned entities and re-import them using the correct credentials, that should work.

    Make sure you back up the database (if this is on production environment) before deleting the data.

    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

     
  • Friday, May 11, 2012 10:42 AM
     
     
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    Thnx. I hope it's enough to delete data in the concerned entities.  :-)

    HLET

     
  • Monday, May 14, 2012 12:51 PM
     
     
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    I cannot get an option for selecting "Created By" as a CRM field using oob functionality for Import. It looks like I cannot update the "Created By" field by using oob functionality. Does somebody have some other ideas how to update the created by?

    Hans I

     
  • Monday, May 14, 2012 1:57 PM
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    Hi Hans,

    As answered above the "Created By" is a system field that you cannot change:

    If you use OOB import (Import Wizard) then you would have to log in as the user who should be on the "CreatedBy". However, notice that even if the created by is always the user who runs data import, you can specify who will be the *owner* of those records. In other words, you cannot override the "created by" field but you can always assign an automatic owner to those records who is not the same as the created by.

    Otherwise you'd have to develop your own data improt tool which uses impersonation to impersonate the user who should appear in the "Created By" field.

    Gonzalo | gonzaloruizcrm.blogspot.com