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RECORD OWNER TO BE MIGRATED IN RATHER THAN CURRNET USER RRS feed

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    I am migrating records from .csv files to new entity in crm. I have a owner field in .csv  which I am assigning at  the time of migration to user with specific column. But when I complete migration it is saying "all records assigned to current user" and it is showing my name as owner in all records. I need the owner field in csv file to show up as owner and not the current user(which is me for now). Could anybody help me in with this problemn?

    Wednesday, September 16, 2009 10:15 PM

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    Apologies, I assumed you were using the web-based import tool and not the DMM.

    You need to create another file with two columns, one being the name of the user (as in your current csv file) and the other being the domain logon name of that user, eg:

    Username,LoginName
    John Doe,CONTOSO\jdoe

    You then need to restart the import process and import both files. Map the input user name to the owner field.  When you map the User file, you map the LoginName to  "Domain User Name" and ignore the other column.

    In the next step you tie the two files together: Source User Attribute = LoginName, Microsoft Dynamics CRM User Attribute = Domain Logon Name, Source user Attribute = Username.
    http://crmdude.wordpress.com/
    • Proposed as answer by Shafraz Nasser Friday, September 18, 2009 10:32 PM
    • Marked as answer by CRMAna Monday, September 21, 2009 9:12 PM
    Wednesday, September 16, 2009 11:20 PM

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    In your data map, map the Owner in your CSV to an unused field on the entity you're mapping to. Create a Workflow that checks the value of the field and then re-assigns it to the appropriate person. Then perform your data import.

    Shafraz
    http://crmdude.wordpress.com/
    Wednesday, September 16, 2009 10:48 PM
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    Thanks first, but I really did not get your point.
    I am using DMM data migration manager for the data export into crm.
    I am not doing any mapping, when I come to a point in DMM where it askd "userid" "organization id", I select "userid" and the give the name of the column in the .csv file which is
    "owner".  But then in the user summary it says current user assigned to all records"
    I need the "owner" column  in csv file to be exported into the system attribute "owner" of the entity X I created, but I am getting my name instead.
    Can u be more specific?

    Wednesday, September 16, 2009 11:06 PM
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    Apologies, I assumed you were using the web-based import tool and not the DMM.

    You need to create another file with two columns, one being the name of the user (as in your current csv file) and the other being the domain logon name of that user, eg:

    Username,LoginName
    John Doe,CONTOSO\jdoe

    You then need to restart the import process and import both files. Map the input user name to the owner field.  When you map the User file, you map the LoginName to  "Domain User Name" and ignore the other column.

    In the next step you tie the two files together: Source User Attribute = LoginName, Microsoft Dynamics CRM User Attribute = Domain Logon Name, Source user Attribute = Username.
    http://crmdude.wordpress.com/
    • Proposed as answer by Shafraz Nasser Friday, September 18, 2009 10:32 PM
    • Marked as answer by CRMAna Monday, September 21, 2009 9:12 PM
    Wednesday, September 16, 2009 11:20 PM
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    Hi,
    I have this file named sample_request.csv. I need to migrate the data in it to crm. I am creating a new entity in crm called SR  and migratiing the data in
    sample_request.csv to SR.  The sample_request.csv has owner field. U had asked to create another file , I named it as "user" with 2 column names "owner" and "loginname".
    If i import data from "user" , again I am not mapping it to any entity in crm, should I need to create a separate entity "user" for this.
    My goal is to get the owners in sample_request .csv file into the "owner" record(system attribute) of newly created crm entity SR
    Wednesday, September 16, 2009 11:33 PM
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    You're not importing the user file, you're simply binding it to your sample_request.csv file so that CRM knows which person to assign the record. I haven't the the DMM here on the computer I'm using, so I can't fire it up and give you specific instructions..
    http://crmdude.wordpress.com/
    Friday, September 18, 2009 10:33 PM
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    Hi Shafraz,
    I did a little more understanding and got the migration done. Thanks for all your help.
    Anandhi
    Monday, September 21, 2009 9:12 PM