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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Records imported with ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Records imported with wrong owner

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Posted on by HYC1 23

I imported a list of leads with a column for owners (existing users in the CRM) but the records were all assigned to me instead.

I checked the spelling of all the users and they all match.  Any suggestions on what could be wrong?  Thanks.

  • HYC1 Profile Picture
    HYC1 23 on at
    RE: Records imported with wrong owner

    The owner name in CSV and the username in CRM do match.  I was able to import the leads properly before but for whatever reason, it no longer works now.  We have had issues with user profiles before and every user in CRM has a duplicated profile that has been deactivated but I'm wondering whether or not that could be the cause......?

  • HYC1 Profile Picture
    HYC1 23 on at
    RE: Records imported with wrong owner

    Yes, all of the owners have access to Leads.

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Records imported with wrong owner

    Hi partner,

    Could you check whether the owners in the CSV have access to the Leads records?

  • SamiraM Profile Picture
    SamiraM 571 on at
    RE: Records imported with wrong owner

    Please share your screenshot of owner name is CSV and username from CRM.

    Regards

    Samira

  • HYC1 Profile Picture
    HYC1 23 on at
    RE: Records imported with wrong owner

    I've exported all of the user names to Excel to make sure that there aren't any discrepancies but strange enough, even when the spelling and format are correct, the owner names still do not import.

  • Suggested answer
    SamiraM Profile Picture
    SamiraM 571 on at
    RE: Records imported with wrong owner

    Hi HYC1,

    Please check how your users fullname is displayed in organisation.

    Is it in Firstname LastName format/LastName Firstname format/Lastname, Firstname format.

    You need to follow the naming pattern in CSV for proper matching.

    Regards.

    Samira

    Please mark it verified if it solve your problem.

  • HYC1 Profile Picture
    HYC1 23 on at
    RE: Records imported with wrong owner

    This is exactly I've done.

    I've matched through the Owner's First Name, Last Name, Full Name but none of them seem to work.

  • HYC1 Profile Picture
    HYC1 23 on at
    RE: Records imported with wrong owner

    Through csv file.

    The security section only allows assigning records to 1 owner whereas I need to assign the records to different owners.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Records imported with wrong owner

    Hi Partner,

    Please make sure, you are using the correct data template for import, and the column header of the owner is correct.

    pastedimage1591125442457v1.png

    Also, make sure you there is no warning for mapping of the owner field in the import wizard. Please see below screenshot for reference

    pastedimage1591125561836v2.png

  • Suggested answer
    SamiraM Profile Picture
    SamiraM 571 on at
    RE: Records imported with wrong owner

    Hi,

    How you have imported the data via data import thorough excel or via SSIS?

    Also if you want to reassign the records to some other user. Then from security section open the user form and in ribbon you will find reassign records button.

    Regards

    Samira

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