how to remap the data for a change in industry type , industry category and subcategory

(0) Share

Report

Posted on by singh11

Hi, I am new to CRM dynamics so pardon me if the questions is not inline. We have recently set up a new CRm 2016. Now there is business requirement to categorize the account using industry type/industry category/industry sub-category. we have around 20000 accounts. Under current classification we have 11 industry type/ around 70 industry category and 100/ subcategory.

For new classification it would be 5- Industry Type/ 58- Industry category and 160 subcategories.

I am trying to get my head around how the data will be remapped. do we need to do it using SQL/SSSI at db level or there is way to get it done from CRM level ???

Thanks a lot for your time and Help!!

*This post is locked for comments

All responses (3)

Answers (0)

singh11 on at

Like (0)

Report

RE: how to remap the data for a change in industry type , industry category and subcategory

One more quick thing, we have another field dependent on industry type called industry_internal_type for events entity. how would we deal this dependencies?
singh11 on at

Like (0)

Report

RE: how to remap the data for a change in industry type , industry category and subcategory

@Wayne . Thanks a lot for your help. will go with the 2nd approach and see how it goes.
Suggested answer

Wayne Walton 13,728 on at

Like (0)

Report

RE: how to remap the data for a change in industry type , industry category and subcategory

1. don't ever write directly to the SQL database in CRM. You will only cause yourself pain. Only use the API for I/O.

2. You could export to Excel and map the changes and push back to CRM without any development. You might be limited to 5k records at a time, but that's still only 4 times.