Tuesday, 14 February 2012

CRM 2011 How to change ownership of an entity after creation. Clone an entity

Issue:

Has anyone tried changing the ownership type of an entity from organisation to user in CRM 2011 before?

As there are hundreds of fields on the entities’ form already, I’d like to save time on recreating entity if possible.

Solution:

You could export all the entity fields and re-import them to the new user-owned entity, creating them during import. Far quicker than doing it manually.

Step1: Create the entity first without adding any fields and select the entity type to be either org or user.

Step2: Using data import wizard (NOT solution import) to create the rest of the fields. Be careful with the Guid in the lookup fields. They have to exist in the target crm org.

Step3: Tidy up the forms

http://www.youtube.com/watch?v=hZVFXFZ5tUU

2 comments:

  1. You can change them in the Customization.xml file
    OrgOwned
    UserOwned

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    Replies
    1. Editing the Customization.xml for this purpose is an unsupported customization. Personally, I would only do that as a last resort.

      http://msdn.microsoft.com/en-us/library/gg328486.aspx

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