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We have an user who has recorded different activities with a firm (phone call, task...), but when we look at the record from the activity tab, we see the name of someone else.
The "wrong" user only does bulk load, but never does record in the firms activity.
Does everyone had the same issue or has any lead to fix it?
Thank you very much
The owner of the activity record migth be different from the created user.
I would sugest in this situation to start understand the filter critiria set for your associated Activities view. Does the view filters the records by the related owner?
Aditionally, I would verify if there's an impersonation logic set for the user. docs.microsoft.com/.../impersonation-plugins
Hi, what do you mean by Bulk Load?
Thank you for your help.
The problem i have is that the people who have implemented Dynamics in the company are gone. So we don't have much info on what have been customized and what is still by default.
So, it seems that all filters are set by default and nobody has created any specific view.
When I look at the records associated to the "All activity associated" view, i can see that is the "good" user who has created the records.
But on the activities records view (the one on the firm main page), the info regarding who as completed the record is the "wrong" user.
To be honest, i will not be able to verify the impersonation logic as i'm not on the technical side.
Let me know if you need more details.
Bulk load data is when an user load data into the system in order to update data or add new data for firms. We do it usually after data cleaning.
Ok so the Owner of those activities will be the person that imported them unless you specify the Owner in your import.
Thank you for your answer.
Do you know where i can set up this?
Hi John, just add a column in your .csv file called Owner and set the value to the person you want the record to be owned by.
Hi John, Did this resolve your issue?
Thank you for your answer and sorry for the delay.
I did what you adviced me to do and it didn't work.
Then, I tested to import in our sandbox the exact same file imported by the user.
In the production environment it was not all the company activities impacted by this error.
Once the file was imported in the sandbox, i observed that the same company activities as in prod were impacted by the change. But it is just a sample of companies impacted.
I asked another user to do the same import, and nothing changes this time. I'm still the "owner" of the activities even if another user did exactly the same.
Hi John, ok that's weird, is the person importing a System Admin? The person importing must have permissions to create records for other users.
You will need to take in account the user privileges to complete this operation. The disclaimer with this information is the import data documentation . Reference: docs.microsoft.com/.../import-accounts-leads-other-data
The .csv fike has some hidden columns which contains the rules, and the controls of the file.
I would perhaps instead add the Owner field in the Layout of the SavedQuery, and then attempt to import the data again with the Reference of the new Owner.
Aditionally, I would sugest to update first only one record. You can replicate the approach for more records, once you are able to import one from the file. This will give you more control of the data, and the chance to isolate the source of the issue/behaviour.
You can check the import report to see the status of the import job. You can also use the audit to check the Update events of the record.
The first party import tool offers the possiblity to create, upsert/update data in the enviroment without the use of development tools, or third party.
Nevertheless, You can explore other alternatives to update the ownership of the records, such as Bulk Data Updater [ https://www.xrmtoolbox.com/plugins/Cinteros.XrmToolBox.BulkDataUpdater/ ], or througth a console batch, or from the Web API [ https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/update-delete-entities-using-web-api ]
Hi Paul, I checked and no he doesn't have System Admin role. And he's not creating records. Activity records are already existing when he imports files.
So he's just updating existing activities? Can he manually assign one of those existing activity records that he's trying to update on import?
I've follow the steps to import the data as described in the link. I also do the change with the new owner but the outcomes are still not the ones expected.
I tried to update firm activity records, but i don't have the possibility to edit the user who did it.
I maybe missed something but even by trying different ways, i still see the same outcomes.
But i don't know if it is possible to retrieve the activity record information for the user who made the record in a first place. And this should concerne only few firms, and we don't have the exhaustive list.
No, he has just imported a file to update information about firms (phone, address, main contact, etc.).
And he can't edit or do changes in the recorded activity as activities are completed, by himself even if he hasn't done any activity.
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