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!


  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?

  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!

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

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

    ASP.NET Development Company | Hire ASP.NET Developers

  5. Get the Best Bulk Product Upload Services From Us With the drastic facelift that the retail sector has seen in the recent past, the internet gas become the hub for most of the small, medium as well as large scale businesses that are involved in the same.The ecommerce has seen a monumental growth prospective over the last couple of years and the trend is expected to remain the same for the foreseeable future as well. In this regard, what concerns the businesses and the online retail outlet is the data entry aspect. Tech data entry India provides a number of products and services to cater to the Amazon Bulk Product Listing Services.

  6. Hi, I think your blog might be having browser compatibility issues. When I look at your blog site in Opera, it looks fine but when opening in Internet Explorer, it has some overlapping. I just wanted to give you a quick heads up! Other then that, fantastic blog!
    advanced hospital management system

  7. This comment has been removed by the author.

  8. Avail this bargaining tool in your e-commerce storebargainingtool

  9. Try Best Website Development Digital Marketing Mobile App Development Serviceswordpressdevelopmentservices