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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Issue changing the sta...
Microsoft Dynamics CRM (Archived)

Issue changing the status for Accounts

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Posted on by Victor Parada 201

Hello to everyone,

We have the Microsoft CRM 2013 On-Premise with the Rollup 4 since 1 month.

Before, on the Rollup 3, we did many times the task to update the status of our Accounts based on some internal rules. To did this we used the Import tool(Exporting the Advanced view to Excel, work with the data and Re-import the file into the system) without any kind of issue.

Now after the update to the Rollup 4, we are not able to do the update of the status for the Accounts, the system give us always the message as the job was successfully completed, however the Account remain Actives.

I want to ask you for your knowledge to help me in how or what I need to do to solve this issue.

Can be a broken link in the database?

Can be some kind of loose rights on the server?

Thanks in advance for your help.

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hello ,

    are you changing the status in a workflow ?

    check audit history to see what's happening , maybe it's changing to inactive then active again .

  • Victor Parada Profile Picture
    Victor Parada 201 on at

    Hi, thanks for your suggestion.

    No, I don't have any workflow running for the Account Entity.

    I have 10 different organizations in the same server with the same issue.

  • Community Member Profile Picture
    Community Member on at

    Hello again ,

    do you have the same issue with newly created accounts (after upgrade) ?

  • Victor Parada Profile Picture
    Victor Parada 201 on at

    Yes I Have it.

  • Community Member Profile Picture
    Community Member on at

    one more question : do you have this issue with all other entities or just account ?

    try to restart CRM services .

  • Victor Parada Profile Picture
    Victor Parada 201 on at

    Is happening with the others entities.

    I'm not able to change the status of the records using the import tool. in any of the organizations.

    I did your suggestion and the issue still there.

  • Community Member Profile Picture
    Community Member on at

    how do you change the status using the import tool ?

    are you exporting the records , delete it and then import it ?

    can you change the status from CRM without the import tool ?

  • Victor Parada Profile Picture
    Victor Parada 201 on at

    Yes I can change the status directly in the CRM, works fine.

    To change the status with the import tool, you need to create an advanced find, add the fields status, run the query, export the result in excel, change the value in the status column for each desire record, import the file into the system.

    Normal daily work.

  • Community Member Profile Picture
    Community Member on at

    Hello Again Victor ,

    why you are not using a workflow " on demand" to change the status ?

    in the same advance find , run the workflow on all the records you want to change status .

    importing and exporting the data is good for data migration only or to add new records ,but it's not good to use it with existing records.

  • Victor Parada Profile Picture
    Victor Parada 201 on at

    Hello again,

    Thanks for your suggestion. however this solution will only let me update 250 Accounts each time and with some limitations. The limitation are because we can't use advanced business rules to decide what Account will be deactivate.

    The import tool was created to help the companies ho manipulate they data in a simple way, not to migrate data. When you use the Import tool to migrate data you are making a huge mistake because you will lose the information related to the fields Create By, Create On, Modify By and Modify On.

    If you want to migrate data you will need to use the Microsoft migration tool or others third party tools like XRMTOOLBOX.

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