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Deleting Parent Account relationship

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Posted on by Community Member Microsoft Employee

Hello,

My database contains 500 accounts that have a "Parent Account".

We do not use this feature and it creates issues (unwanted cascading, ownership issues,...).

I want to stop using this field and to delete all the "Parent/Child" relationships between accounts. 

I tried to do that by searching for all the accounts that had data in the field "Parent Account". I clicked on "Modify" but I cannot modify the "Parent Account" field that way.

My other idea would be :

1. To create the following workflow:

==> If the field XXX (XXX being a field I will never use) is modified, then Erase the date in the Parent Account field. 

2. Select the 500+ accounts and modify the field XXX

I think it would work but this would obviously be a strange way to do it.

Is there any "clean way" to do this?

Thank you

Best regards

Vcor

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  • CU18100705-0 Profile Picture
    CU18100705-0 2 on at
    Deleting Parent Account relationship
    Thank you for answering, you made my day.
  • Suggested answer
    JayBuddhdevtest Profile Picture
    JayBuddhdevtest 275 on at
    RE: Deleting Parent Account relationship

    Hi Vcor,

    There are two ways of accomplishing this task:

    1. Create a on demand workflow to clear the field Parent account if it contains data. Use advance find with the query "Parent Account" contains data on Account entity and then run this on-demand workflow after selecting all the records. The limitations for this would need to be performed again and again with the back of 50/250 records.
    2. Create an SSIS package using Kingsway Soft or Task factory, Use Dynamics Crm source to Derived Column and then Dynamics CRM Destination. In Source select account as a target entity and select all fields in column. In derived column create a new column with value NULL. Now in destination select update and then entity as account, in columns all the columns will be mapped from Source look for parentaccountid column and map it with the column you created in derived column. Using this all the records will be updated without manual work.

    There will be no data loss by using any of the above method.

    I hope this helps. Please let me know if you have any questions/concerns.

    Thanks

    Jay

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deleting Parent Account relationship

    This is a better idea. Thank you.

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Deleting Parent Account relationship

    You could create an On Demand workflow that has a step to clear the Parent Account field. You can run this on a page of records at a time (so it's best to set the page size to 250), by selecting all records in a page of a view, and Run Workflow, select your workflow

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