uploading accounts/contacts and getting them to the right GUID

[jymm]

We can upload Accounts and contacts just fine. Problem is that we can not automagically get them assigned to the desired owning user, owning businesss unit...

I have written some SQL to make things work (I know - MS does not like people messing with the GUIDs - but we will take our chances since SQL is not that difficult) - BUT what I want is a way to NOT have to run the SQL.

How do we upload Accounts & Contacts and have the proper owning entities set on the way in?

 

[CRMBrad]

Try using the Migration Manager. It should be availible at downloads.microsoft.com

 

[jymm]

thanks Brad - I am really trying to let my users import/upload new accounts/contacts

existing (or going from 3.0 to 4.0) is not a problem

it just should not be this much of a problem - sigh

 

[jodonnell]

Can you reconfirm the issue

you want to be able to have users import accounts and contacts and presumably have the contacts linked to the correct accounts and lastly have all the records assigned to the importing user?



John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation

http://blogs.msdn.com/jodonnell

http://blogs.msdn.com/usisvde

 

[jymm]

You are right on track John.

Largely my users are remote and do their work offline. BUT even when they are online we can not figure out to make it so that when they import new objects that the new object gets associated with their user GUID or a specific GUID.

maybe we are missing something.