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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mapping option set val...
Microsoft Dynamics CRM (Archived)

Mapping option set values to other values in the same option set

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Posted on by Huzefa Bootwala 320

Hello,

I have already asked this question in the forum and people have suggested various answers but I could not get the desired results.

I have an Option set named Activity Stage in Dynamics CRM 365.

It has got the following values: Discovery 0, Discovery 1 and Discovery 2.

Each of these values have associated opportunities with them.

I want to map the opportunities for Discovery 1 and Discovery 2 to Discovery 0.

I have tried doing it by using SSIS, Import/Export wizard, Bulk edit but haven't got the desired results.

Any suggestions on this please?

Thank you.

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I have the same question (0)
  • Verified answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Can you please let us know what issues you have encountered?

    Using Bulk Edit and SSIS this should be pretty straight forward.

    Regarding your design:

    Is Activity Stage a field in the Opportunity entity or a different entity?

    If different is Activity Stage stored in multiple entities or what is the relationship between entities if you have multiple.

    Is what you are trying to do:

    Change All Values from Discovery 1 to Discovery 0?

    Change All Values from Discovery 2 to Discovery 0?

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hello,

    Activity Stage is an option set field in Opportunity entity.

    Yes, I am trying to change all values to Discovery 0.

    I get an error while doing bulk edit: "Error while updating records. One or more records did not get updated"

    No records get updated in reality.

    Thank you.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

     try to update a single opportunity (not using bulk edit) and see what's going to be the errror..

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hello,

    It worked finally.

    Thank you for your reply.

    I exported the opportunities to excel. Did Find and Replace and imported back.

    Worked fine.

    Thank you.

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