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Importing owner field RRS feed

  • Question

  • Hi

    I have many Leads that have to be imported into ms dynamics v4.0, however I need to populate the owner field with the account managers names.  How can this be done in a quick / easy way?  We do not use DMM.

    thanks
    Friday, October 16, 2009 8:52 AM

Answers

  • Bulk import don't have possibility to update owner field. You can do it by custom application (create a dummy field and import owner from file to dummy field, later update a owner by custom application - it can be even javascript which but it have to match user). Suggested solution it will be DMM.


    Dynamics CRM Blog: http://bovoweb.blogspot.com
    Friday, October 16, 2009 10:30 AM

All replies

  • Bulk import don't have possibility to update owner field. You can do it by custom application (create a dummy field and import owner from file to dummy field, later update a owner by custom application - it can be even javascript which but it have to match user). Suggested solution it will be DMM.


    Dynamics CRM Blog: http://bovoweb.blogspot.com
    Friday, October 16, 2009 10:30 AM
  • One way to do it is populate a dummy attribute with the account manager name and then have a workflow trigger off the creation of the lead and assign appropriately.

    Leon Tribe

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Saturday, October 17, 2009 10:10 AM
    Saturday, October 17, 2009 10:10 AM