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How to Migrate the data from Picklist to bit type ? RRS feed

  • Question

  • Hi,

    I want to migrate the data from Picklist to bit type for existing records.

    Any help appriciated...

    Thanks

    Srikanth Reddy

     

    Tuesday, October 26, 2010 5:30 PM

Answers

  • You can do this in several ways:

    1. Workflow to examine the Picklist value, and Update the bit value accordingly; not ideal for large numbers of records (though you can increase your record display limit to 250 per page), but whether or not this is appreciably more efficient than alternative routes is determined by how many pages of records you must sort through to apply the Workflow.  I like this option since I never have to pull data from, or import data to CRM after making modifications in alternate applications.
    2. Custom Windows application; you can write a small program to connect to CRM, retrieve all the records that require updating and process the updates; this is probably also not as ideal as the following two options.
    3. The Bulk Update Tool ; you can query the data, dump to CSV for formulaic updates in an alternate application (Access, Excel, etc.), and reload the CSV for updating back to CRM
    4. The "Enhanced CRM Data Import" feature, that allows you to export records to an Excel spreadsheet and import adjustments made to the spreadsheet through the Data Import mechanism inherently available to CRM.

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Tuesday, October 26, 2010 6:13 PM
    Moderator

All replies

  • There is no way you can directly convert Picklist to bit/boolean.

    You need to write if/switch condition to convert your picklist values to bit type.

     

     


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    Tuesday, October 26, 2010 6:03 PM
  • You can do this in several ways:

    1. Workflow to examine the Picklist value, and Update the bit value accordingly; not ideal for large numbers of records (though you can increase your record display limit to 250 per page), but whether or not this is appreciably more efficient than alternative routes is determined by how many pages of records you must sort through to apply the Workflow.  I like this option since I never have to pull data from, or import data to CRM after making modifications in alternate applications.
    2. Custom Windows application; you can write a small program to connect to CRM, retrieve all the records that require updating and process the updates; this is probably also not as ideal as the following two options.
    3. The Bulk Update Tool ; you can query the data, dump to CSV for formulaic updates in an alternate application (Access, Excel, etc.), and reload the CSV for updating back to CRM
    4. The "Enhanced CRM Data Import" feature, that allows you to export records to an Excel spreadsheet and import adjustments made to the spreadsheet through the Data Import mechanism inherently available to CRM.

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Tuesday, October 26, 2010 6:13 PM
    Moderator
  • Srikanth

    If the attribute is already a bit you can edit its display style by selecting the field on the form editor then go to the formatting tab and adjust the 'Control Formatting' drop down.  However, more work will be involved, if the attribute is a picklist.  For this scenario you will need to create a new bit attribute. Then add the new attribute to the form, save it, and publish the entity.  Next create a workflow to translate your you current attribute into the bit list attribute and then run this workflow on all the applicable records, or if you understand the database structure of CRM you can run a SQL query to set the value of the new fields.  Review some of the records to verify the translation from the picklist to the bit attribute is correct.  Now go back to the form editor remove the old picklist field, save the form and delete the picklist attribute if you are confident you successfully converted to a bit.  Finally, publish the form again.

     

    This may not be the most efficient way to convert a picklist to a bit but it will work.

    Tuesday, October 26, 2010 6:27 PM