web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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.

*This post is locked for comments

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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans