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  • Question

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    I need to restore the owners of 926 accounts from an old backup stored in another organization



    How i can do it pleaaaaaaaaaase ???

    noting the following:This can't be done using the data import wizard, owner column is not valid for create/update.



    thx
    Monday, September 6, 2010 2:13 PM

Answers

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    I can suggest you to do it using Direct Update.

    Instructions:

    1. Restore old backup with some name near with the current CRM db.

    2. Execute following query against CRM DB:

    Update

    <current crm db>.dbo.Account

    Set ownerid = old.ownerid

    From

    <current crm db>.dbo.Account cur Inner Join <backup crm db>.dbo.Account old on cur.AccountId = old.AccountId

     

    The sample I tried:

    Update
    MDM_MSCRM.dbo.Account
    Set ownerid = old.ownerid
    From
    MDM_MSCRM.dbo.Account cur Inner Join OSDirect_MSCRM.dbo.Account old on cur.AccountId = old.AccountId

     

    But remember - this is unsupported. Make backup of current DB before running this query.

    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Monday, September 6, 2010 2:41 PM
    Moderator
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    Use this or an equivalent.

    http://mscrmbulkupdatetool.codeplex.com/

    Update the owner directly or else a new, temporary attribute. In the latter case also have a an on demand workflow which you can run on the updated records which sets the owner based on the value you set in the attribute.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, September 6, 2010 3:12 PM
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Monday, September 6, 2010 3:12 PM
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    No to the account record. It will hold the user name or something which can be used to identify a user. You populate that field then you run a workflow against the records that says if attribute equals 'bobsmith' reassign the record to the user Bob Smith  else if attribute equals 'JaneBrown'...

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, September 7, 2010 10:59 AM
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Tuesday, September 7, 2010 10:59 AM
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    Sorry I only ever used DMM once and that was ages ago. For the most part I use the import wizard and workarounds.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, September 7, 2010 1:13 PM
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Tuesday, September 7, 2010 1:13 PM

All replies

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    5 views and no response !! Why ????
    Monday, September 6, 2010 2:33 PM
  • Question
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    I can suggest you to do it using Direct Update.

    Instructions:

    1. Restore old backup with some name near with the current CRM db.

    2. Execute following query against CRM DB:

    Update

    <current crm db>.dbo.Account

    Set ownerid = old.ownerid

    From

    <current crm db>.dbo.Account cur Inner Join <backup crm db>.dbo.Account old on cur.AccountId = old.AccountId

     

    The sample I tried:

    Update
    MDM_MSCRM.dbo.Account
    Set ownerid = old.ownerid
    From
    MDM_MSCRM.dbo.Account cur Inner Join OSDirect_MSCRM.dbo.Account old on cur.AccountId = old.AccountId

     

    But remember - this is unsupported. Make backup of current DB before running this query.

    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Monday, September 6, 2010 2:41 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Use this or an equivalent.

    http://mscrmbulkupdatetool.codeplex.com/

    Update the owner directly or else a new, temporary attribute. In the latter case also have a an on demand workflow which you can run on the updated records which sets the owner based on the value you set in the attribute.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, September 6, 2010 3:12 PM
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Monday, September 6, 2010 3:12 PM
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    This temporary attribute should be added to the user entity, right ??

    or am i wrong ???

    Tuesday, September 7, 2010 8:45 AM
  • Question
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    No to the account record. It will hold the user name or something which can be used to identify a user. You populate that field then you run a workflow against the records that says if attribute equals 'bobsmith' reassign the record to the user Bob Smith  else if attribute equals 'JaneBrown'...

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, September 7, 2010 10:59 AM
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Tuesday, September 7, 2010 10:59 AM
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    Thanks Leon for your effort, that was really helpful, but i'm still praying that there is a solution using the DMM can you help me on this ??

    Tuesday, September 7, 2010 12:55 PM
  • Question
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    Sorry I only ever used DMM once and that was ages ago. For the most part I use the import wizard and workarounds.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, September 7, 2010 1:13 PM
    • Marked as answer by Jim Glass Jr Tuesday, September 7, 2010 3:05 PM
    Tuesday, September 7, 2010 1:13 PM