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CRM 4.0: Translate Initials to User RRS feed

  • Question

  • We are importing contact records from an external database and users are associated to the record by their initials in a simple text field.  We'd like to automate the translation of the initials fields to user fields on the record.  Can workflow do this or the Dynamics SDK with WWF?  The simpler the better... but if it's not simple I'd love to hear suggestions anyway.

    Thanks!
    Peter 

    Monday, June 1, 2009 8:44 PM

Answers

  • Hi Peter,

    Are you trying to set the owner of the contact record based on the initials during the import? If so, I don't think workflow will be a good fit.

    Depends on the number of users that you have, I would suggest that you create a new field on the user form, populate their initials in that field. During your import, lookup the system user id based on the initials you populated on that field. Then tied the contact owner to the system user id that you got from the lookup. I hope this makes sense.


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Monday, June 1, 2009 8:57 PM
    Moderator

All replies

  • Hi Peter,

    Are you trying to set the owner of the contact record based on the initials during the import? If so, I don't think workflow will be a good fit.

    Depends on the number of users that you have, I would suggest that you create a new field on the user form, populate their initials in that field. During your import, lookup the system user id based on the initials you populated on that field. Then tied the contact owner to the system user id that you got from the lookup. I hope this makes sense.


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Monday, June 1, 2009 8:57 PM
    Moderator
  • I don't know if the initials field needs to be exposed on the Contact form but it should be added to the Contact entity and imported with the Contact. Then perhaps a create workflow that would assign the record based on the initials.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Monday, June 1, 2009 9:47 PM
    Moderator
  • Another option would be to sort it out prior to importing via, say, Excel. If you order the orders by contact name, a vlookup with the 'TRUE' option on the end should be able to match them I think. Otherwise a manual workflow to change them 250 at a time would be the way to go. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
    • Proposed as answer by Leon TribeMVP Monday, June 1, 2009 11:44 PM
    Monday, June 1, 2009 11:44 PM