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    Hi,

    I try to import accounts and contacts to crm 2011 from crm 4. All the time salesmen working with accounts wrong way. When they lose client he disbled him, when he come back they create new record insted of reactivate. When I import contacts into crm 2011 and crm try to resolve parent customer by name, they search in active and inactive records. Is there way to set "rule" that parent customer can be only active record?

     

    Thank you.

    Monday, September 19, 2011 2:40 PM

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    You should be able to solve the problem if you import in this order:

    1. Import Active Accounts
    2. Import contacts (this will link to the active accounts)
    3. Import Inactive Accounts.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Tuesday, September 20, 2011 1:29 PM
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    I would use JavaScript to check this aspect.
    Monday, September 19, 2011 3:06 PM
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    Hi,

    The CRM import will always look for the first created record and map it with the record on matching. You can do the following:

    1. Export the deactivated records in Excel, in excel using VLookup identify the common records that are in import excel sheet and deactivated records

    2. Update those records name with the new record GUID (http://blogs.msdn.com/b/crm/archive/2010/03/24/look-up-data-and-the-microsoft-dynamics-crm-import-data-wizard.aspx)  

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, September 19, 2011 3:08 PM
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    You should be able to solve the problem if you import in this order:

    1. Import Active Accounts
    2. Import contacts (this will link to the active accounts)
    3. Import Inactive Accounts.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Tuesday, September 20, 2011 1:29 PM
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    The problem is if any the active accounts have a relationship to a contact (say, as the primary contact for that account), then the data import for that record will fail.

    I find this post to be very useful. Hope it helps: http://www.switched-online.com/a-guide-to-importing-data-to-microsoft-dynamics-crm-online-2011/

    MCC, MCP, MCTS
    • Proposed as answer by pmdci Tuesday, September 20, 2011 3:01 PM
    Tuesday, September 20, 2011 3:01 PM