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How to Delete an User in CRM

Question
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We have developed one solution called as Order Book Export/ Import excel Solution. In that we are facing a Problem to Export it for the user "A". For all users it is working fine. We have assigned all the records from "A" to "B". Even though it is not working for "A". But we are able to export the excel sheet for users "B","C".......
Tuesday, March 1, 2011 4:23 AM
Answers
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Hi Friends,
Thanks all for your replies,
I got the Solution.
Wat I did is, I created dummy users called "B","C"
and I assigned all records from "A" to "B".
Updated "A" <domain>\<emp Id > with "C" <domain>\<emp Id >
and renamed "B" <domain>\<emp Id > with actual "A" <domain>\<emp Id >
assigned all the records from "B" to "new A"
Here my Export to Excel Solution Works....
- Marked as answer by Donna EdwardsMVP Wednesday, March 2, 2011 11:12 PM
Tuesday, March 1, 2011 7:34 AM
All replies
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you are assigning all record from "A" to "B". I assume "A" is no longer needed. In such case, disable "A" User.
Following links will be helpful..
http://social.microsoft.com/Forums/en/crmdeployment/thread/38fd696e-39b5-4fa3-83ee-9ff0c4e1e989
http://crmdev.wordpress.com/2009/12/16/deleting-a-user-the-right-way-in-crm-4-0/
- Proposed as answer by Yatin Babaria Tuesday, March 1, 2011 5:25 AM
Tuesday, March 1, 2011 5:20 AM -
Yatin is right, from a crm point of view (so, knowing your customers, the interaction with them), it is not a good point to delete data, so Dynamics CRM doesn't allow you to delete user. But you can deactivate it.
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator for Microsoft Dynamics CRM 2011
Searchable Property Updater for Microsoft Dynamics CRM 2011Tuesday, March 1, 2011 5:23 AMModerator -
I want to reassign all the records from "A" to "B" and delete "A" and reassign records back to "new A" from "B"
They above scenerio will be the only solution for my Excel Export. As it is working for all the users as they also having very similar permissions/roles/Business Unit/manager
Tuesday, March 1, 2011 5:32 AM -
You cannot delete a user from CRM. you can only disable them.
But if you really need to delete an users
- Delete the user from AD.
- Run Deployment Manger and then do the user mapping.
This solution is not recommended to be done on the production environment.
Thanks,
Karthik
KarthikTuesday, March 1, 2011 5:32 AM -
satish,
- Assign All the records from "A" to "B".
- Disable "A".
- Export the records.
- Create "new A" user.
- Reassign to "new A".
- Proposed as answer by Yatin Babaria Tuesday, March 1, 2011 5:40 AM
Tuesday, March 1, 2011 5:39 AM -
Hi Friends,
Thanks all for your replies,
I got the Solution.
Wat I did is, I created dummy users called "B","C"
and I assigned all records from "A" to "B".
Updated "A" <domain>\<emp Id > with "C" <domain>\<emp Id >
and renamed "B" <domain>\<emp Id > with actual "A" <domain>\<emp Id >
assigned all the records from "B" to "new A"
Here my Export to Excel Solution Works....
- Marked as answer by Donna EdwardsMVP Wednesday, March 2, 2011 11:12 PM
Tuesday, March 1, 2011 7:34 AM