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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

select owner when import a record

(0) ShareShare
ReportReport
Posted on by 690

select owner when import a record Screen below allow me to change the owner when i try to import some records into leads entity. Normally i will change to other owner instead of myself. After i imported and i view the import records again, the owner still myself and is was not changed to the person i selected previously. Any idea about this ?

http://i1208.photobucket.com/albums/cc362/samuelccm/owner_zpscd71cf44.png

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Muhammad Adeel Javaid Profile Picture
    5,580 on at

    Please refer to this link:

    blogs.msdn.com/.../owner-mapping-user-creation-in-import-data-wizard-for-microsoft-dynamics-crm-online.aspx

    Hope this will be of help for you.

  • Mohammad Atif Profile Picture
    on at

    Is the issue resolved? If not can you please share the steps with screenshot. Also did you get any help form the Blog Posted by Adeel

    Thanks,

  • BHicks Profile Picture
    45 on at

    The select owner during this stage of the import wizard only applies to new records where there is no data provided for the owner in the import file.

    If your imported data includes the owner field then this will take priority; if the records already exist in CRM then the records will already have an owner so the import wizard "selection" will also not have an effect.

  • Suggested answer
    BHicks Profile Picture
    45 on at

    The select owner during this stage of the import wizard only applies to new records where there is no data provided for the owner in the import file.

    If your imported data includes the owner field then this will take priority; if the records already exist in CRM then the records will already have an owner so the import wizard "selection" will also not have an effect.

  • Community Member Profile Picture
    on at

    Hi Ben, does it mean, if the existing record already have an "owner", even in the imported file we amend to other owners, and uploaded it, it won't take effect after uploading completion?

    Coz currently that's the situation happen to me. Is there anyway I can amend the ownership of some contacts?

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

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans