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Microsoft Dynamics CRM (Archived)

Help trying to reassign record ownership

Posted on 22 Mar 2019 12:55:44 by 285

Hi,

I exported some contact data using advanced find. I have the Owner field in the export and my intention is to change the record owners. The reason I have done the export using advanced find is because I have asked the users to look through the Excel spreadsheet and mark the records that should be reassigned which they have done, so in total there are 1000 contact records on the spreadsheet and 250 of them need to be reassigned to a new owner.

I entered i.e. manually typed the new owners name into the Owners column on the spreadsheet (this is the column exported from advanced find, I also entered the new owners name exactly as it appears in MS Dynamics so it can be recognised without issue when I do the reimport)

I removed all records from the sheet where the owner did not need to change, so my sheet only has records where the owner needs to change, I have removed all columns from the spreadsheet with the exception of columns A-C which have the GUID information and also the Owner field remains).

I have tried to import the records by going to Settings/Data Management/Imports and browsed to my spreadsheet which I have saved in csv format. I have mapped the owner field and used ‘ignore’ for any of the other fields. When I run the import it fails with the following message ‘An unexpected error occurred from ISV code (ErrorTypee = Client Error)

Can anyone provide assistance?

 

Thanks

Spaz

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on 22 Mar 2019 at 13:05:09
    RE: Help trying to reassign record ownership

    Could you check the import to see if there any further details about the error? If you cant find any from UI, you could also try querying the internal import entities using FetchXML builder plugin of XrmToolBox

    You could try the following queries to see what results you get

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >

     <entity name="importlog" />

    </fetch>

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >

     <entity name="importdata" />

    </fetch>

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