Thursday, July 21, 2011

Override Created on or Created by during Import

We've all had that need to import historical data, while maintaining Created On date. In 2011 - this has gotten exponentially more simple, and even intuitive!

The Goal:
Import historical data with historical time stamps and creating user information in tact.

The Hangup:
In previous versions the only supported way of doing this was via the Data Migration Manager. This tool requires an additional install, and is often quirky and user-unfriendly.

The Workaround:
I'm happy to report that this one doesn't need a workaround, since the Microsoft Dynamics CRM development team has decided to provide an easy way to handle this requirement using security privileges and the Import Wizard!

Simply update the appropriate Security Role to allow users to Override Created on or Created by for records during data import, include the Created On or Created By columns in your data and import.

Very Handy!


4 comments:

  1. Hi,
    I've imported a lot of records as a user where I'm registered in Created By. I want to update the Created By field with the owner. Is this possible by exporting and re-importing updated information about Created By?

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  2. Hans - yes, this should work. Make sure when you export to check the box for update import. As long as you have the appropriate permissions set you should be able to copy owner data into created by column and import. I haven't tried this, let me know how it works!

    ReplyDelete
  3. Hi,
    I have tried this, but it doesn't seem to work. Has anyone succeeded in updating the createdby?

    ReplyDelete
  4. Well, I agree with you Matthijs I also searching that person who tried succeeded in updating the created.

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    ReplyDelete