tag:blogger.com,1999:blog-5719332149137711434.post940437334501516796..comments2024-02-22T23:24:18.865+11:00Comments on Leon's CRM Musings: Changing the Lookup Reference When Importing Related DataLeon Tribehttp://www.blogger.com/profile/05713816319075495059noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-5719332149137711434.post-78954663805274654872014-02-03T21:25:28.364+11:002014-02-03T21:25:28.364+11:00Bujji,
Using the forums is probably a better opti...Bujji,<br /><br />Using the forums is probably a better option for this kind of thing. My guess is some of the records are inactive.<br /><br />LeonLeon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-17390981750840208462014-02-03T19:53:59.459+11:002014-02-03T19:53:59.459+11:00Hi Leon,
I am getting the below error while chang...Hi Leon,<br /><br />I am getting the below error while changing the owner of the Lead record, not for all the Lead records for only few records it is showing like this "Insufficient Permission" You do not have permission to access these records. Contact your Microsoft Dynamics CRM administrator. I am the Administrator but it is showing like this. could you let me know the solution for this? I have tried my best but I am not able to solve this one.<br /><br />Regards,<br />Bujjibabu T<br />Anonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-12902015326596408112014-01-23T19:29:02.728+11:002014-01-23T19:29:02.728+11:00You go to the CRM Settings area and go to data man...You go to the CRM Settings area and go to data management. There you can set up your data rules and enable them. Once this is done, set the import to not import duplicates and it should restrict them.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-28432039419610943902014-01-20T18:38:59.082+11:002014-01-20T18:38:59.082+11:00Hi Leon,
Could you explain the steps to setup rest...Hi Leon,<br />Could you explain the steps to setup restriction of duplicate creation of Accounts and contacts while creating the new records.<br /><br /><br />Thanks,<br />Bujjibabu TAnonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-74114407383692993442014-01-18T22:57:04.134+11:002014-01-18T22:57:04.134+11:00I'd probably filter them out pre-import but yo...I'd probably filter them out pre-import but you can restrict duplicate creation by setting up the right duplication rule and setting the no duplicates option for the import.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-25677639514591004792014-01-17T01:33:43.116+11:002014-01-17T01:33:43.116+11:00Hi Leon,
How to restrict the creation of duplicate...Hi Leon,<br />How to restrict the creation of duplicate Accounts,Contacts, Leads etc. Is there any validation for this issue? In my CRM product most of the records are having with same name , mail id and Primary contact. Please let me know how to restrict the duplicate creation while creation.<br /><br /><br />Thanks,<br />Bujjibabu TAnonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-37661069600185681832013-11-28T23:23:26.131+11:002013-11-28T23:23:26.131+11:00Another option would be to export as a static work...Another option would be to export as a static worksheet and tick the enrichment box. This way the GUID will be kept with the records and you should not get the duplicate match error.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-84184628769610107952013-11-27T21:28:09.036+11:002013-11-27T21:28:09.036+11:00It is taking so much time to assign. If it is by i...It is taking so much time to assign. If it is by import option we can make it easy that is why i am asking solution for this.<br /><br />Thanks<br />Anonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-87725026788330858222013-11-27T20:53:26.277+11:002013-11-27T20:53:26.277+11:00I'd highlight them in CRM, 250 at a time, and ...I'd highlight them in CRM, 250 at a time, and hit the Assign button.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-2491444035688057512013-11-27T19:50:36.152+11:002013-11-27T19:50:36.152+11:00I want to change owner of all the Lead records i h...I want to change owner of all the Lead records i have around 5000 records. Shall i filter it in excel as unique and import it? after import all unique then i can manually change owner for remaining records, Is it ok?<br /><br />ThanksAnonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-32010635364123178512013-11-27T19:42:35.382+11:002013-11-27T19:42:35.382+11:00If there is more than one match, the import will n...If there is more than one match, the import will not know the correct record. Change the data to make the match unique or enter the record manually.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-2495188164980723282013-11-27T18:10:21.736+11:002013-11-27T18:10:21.736+11:00Yes I have duplicate records in the list so what i...Yes I have duplicate records in the list so what i have to do to solve this issue? Is there any solution to fix this issue?<br /><br /><br /><br />ThanksAnonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-3281281083729212122013-11-27T07:13:59.357+11:002013-11-27T07:13:59.357+11:00Bujji,
It means whatever you are using as the ref...Bujji,<br /><br />It means whatever you are using as the reference in the lookup is getting 2 or more hits as possible records.<br /><br />LeonLeon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-341079253980013012013-11-27T02:19:56.561+11:002013-11-27T02:19:56.561+11:00Hi Leon,
I am getting "A duplicate lookup re...Hi Leon,<br /><br />I am getting "A duplicate lookup reference was found" issue when i am importing the Lead entity records. could you give me a solution for this issue<br /><br />ThanksAnonymoushttps://www.blogger.com/profile/00031274109968174642noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-34471760763893221692013-02-27T09:31:35.898+11:002013-02-27T09:31:35.898+11:00Hi Ajay,
If you are importing to a lookup field i...Hi Ajay,<br /><br />If you are importing to a lookup field it is mandatory to specify how the import tool is going to identify a unique match i.e. what field to use.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-79890502526577512382013-02-15T16:25:49.919+11:002013-02-15T16:25:49.919+11:00Mapping the columns in the datafile to the Lookup ...Mapping the columns in the datafile to the Lookup field is mandatory? <br />Is it not possible to create the datamap with default values for Lookup field if the mapped column is not present in the source data file?<br /><br /> <br />Ajayhttps://www.blogger.com/profile/07428302418716255035noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-52560050360354049342012-10-24T06:07:40.878+11:002012-10-24T06:07:40.878+11:00Hi CRMFrenzy,
It just so happens I posted an arti...Hi CRMFrenzy,<br /><br />It just so happens I posted an article last week which may be of assistance ;)<br /><br />http://leontribe.blogspot.com.au/2012/10/an-alternative-method-for-data.html<br /><br />LeonLeon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-32821669599156153662012-10-24T04:19:48.814+11:002012-10-24T04:19:48.814+11:00Is there a way to set the lookup reference to a di...Is there a way to set the lookup reference to a different field when using the Export with Reimport option? I haven't been able to come up with a solution to that? Was wondering if you have any clever workaround there?CRMFrenzyhttps://www.blogger.com/profile/18167741502764882641noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-38329946698451926852011-12-23T03:16:39.762+11:002011-12-23T03:16:39.762+11:00Thank you so much! Great post!!Thank you so much! Great post!!Katiehttps://www.blogger.com/profile/17797773532650874316noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-38535951038519362962011-08-15T08:02:41.140+10:002011-08-15T08:02:41.140+10:00My understanding is the ability to select multiple...My understanding is the ability to select multiple lookups is that it tries to match on all of them. If more than one 'hit' comes up, the import fails for that record.<br /><br />To answer your question, if I had ticked both 'Account Number' and 'Account Name' for the lookup, in my case, it would have still worked as there were no Accounts with the name '12345'. If, however there was another Account with that name, as well as an Account with the Account Number '12345' it would have failed.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-3281575252999708422011-08-15T06:23:19.511+10:002011-08-15T06:23:19.511+10:00This is a great feature, but I'm unclear on wh...This is a great feature, but I'm unclear on why we can have multiple lookup references. If my lookup contains both Account Number and Account Name, would the lookup succeed if the "12345" either a number of name? Or would both fields have to be "12345" for a match?wjshttps://www.blogger.com/profile/10475842255298651748noreply@blogger.com