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how to change Ownership Type Mask crm 2011 from Organization to User RRS feed

  • 问题

  • Hi all,
    Do you know the method to change the ownership of an entity?

    Basically, I did not know the difference between the two so I put Organisation but nowI need the option to share (GrantAccessResponse) but not with an entity with a type"organization".

    Thank you very much for your help.

    Cordially ,
    2012年1月31日 12:32

答案

全部回复

  • Unfortunately the only way to change the Ownership Type of an entity is to delete the entity (and hence all the data), and to recreate it. The Ownership Type affects the system fields that are created (for example, an entity with an Ownership Type of 'User' will have an ownerid field) when the entity is created
    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    2012年1月31日 20:59
    版主
  • Yes but the problem is that I have over 200 lines of records for that entity.

    How can your map the old lines with the new entity?
    2012年2月1日 9:49
  • how about using excel export/import feature to migrate the records?
    daemon lin
    2012年2月1日 14:04
  • Hi Do you still have this issues? Did you get the resolution of this?

    Thanks

    Fayz


    Fkhoja

    • 已建议为答案 Fkhoja 2012年4月19日 14:46
    2012年4月10日 8:11
  • Is it possible to (1) export the current solution, (2) delete the entity through the browser, (3) change the ownership, in the export from #2, from 'userOwned' to 'OrgOwned', then (4) re-import the solution?

    I am trying to follow the steps laid out in http://chitrarasan.wordpress.com/2010/12/28/change-entity-ownership/

    However, when I follow these steps I keep running into "Object reference not set to an instance of an object.", specifically on relationships. I am systematically removing relationships from customizations.xml, with the hope that the error will stop. Is there a possibility that this approach will eventually work?

    Cheers!

    Mark

    2012年5月1日 13:06
  • Is it possible to (1) export the current solution, (2) delete the entity through the browser, (3) change the ownership, in the export from #2, from 'userOwned' to 'OrgOwned', then (4) re-import the solution?

    I am trying to follow the steps laid out in http://chitrarasan.wordpress.com/2010/12/28/change-entity-ownership/

    However, when I follow these steps I keep running into "Object reference not set to an instance of an object.", specifically on relationships. I am systematically removing relationships from customizations.xml, with the hope that the error will stop. Is there a possibility that this approach will eventually work?

    Cheers!

    Mark

    I wouldn't recommend this approach. It is an unsupported practice. Although it might work, you could get into trouble down the road. 

    The best way is to let CRM platform do the job for you. If you have any data in the system, you can export data to a database or even flat file such as .csv format. After you fix the customizations in the system, then you can import data back. 

    Hope this helps. 


    Daniel Cai | http://danielcai.blogspot.com | @danielwcai | Data Integration made easy with SSIS Integration Toolkit

    2012年5月1日 13:26
  • As a follow-up, I succeeded in importing the update customizations.xml.

    The way I got it to work was to break up the import into 2 versions:

    Version 1 of the customizations.xml contains only the modified custom entity with ownershiptypemask set to 'OrgOwned'

    Version 2 of the customizations.xml also includes the entityrelationships.

    Cheers!

     
    2012年5月1日 15:07
  • As a follow-up, I succeeded in importing the update customizations.xml.

    The way I got it to work was to break up the import into 2 versions:

    Version 1 of the customizations.xml contains only the modified custom entity with ownershiptypemask set to 'OrgOwned'

    Version 2 of the customizations.xml also includes the entityrelationships.

    Cheers! 

    Interesting to know. 

    Daniel Cai | http://danielcai.blogspot.com | @danielwcai | Data Integration made easy with SSIS Integration Toolkit

    2012年5月1日 16:26
  • there is also an article by MSCRM Dynamics 2011 Tips about this  

     http://dynamics2011.blogspot.com/2012/04/crm-2011-changing-entity-from.html 

    hope it helps.

    2013年1月7日 12:15
  • Hi Mark, I've got the same problem while importing the solution. Have you solved this and how do you imported the solution? Have you got it without delet the entity and data lost?
    2013年2月14日 15:43
  • Have anybody tried out the steps describe at the article? I've got the error 'Object reference not set to an instance of an object' every time while importing the modified solution.
    2013年2月14日 15:46
  •  Hi,

     Its usually something to do with the EntityReference section of the file or the Forms for the entities. It can be done but is somewhat cumbersome, I ended up writing a small utility for the purpose which changes the file.

    2014年7月31日 6:52