Data Migration to CRM

Hi

I have just perform a Accounts data migration from MS Access to MS CRM. I
have set the owninguser to 1 when migrating....after migration i am unable to
view the Accounts data which I have just migrated into CRM. Therefore I
change the owning user in the database to my GUID ID...

can this work?

Pls advise.
Thanks

--
Johnson

RobBakkers
Thu Oct 20 03:11:08 CDT 2005

Hi,

Are you able to use an Administrator account to logon to the CRM server.
That user should be able to see all the accounts in the system because of his
security privileges. Then use that user to Assign all the accounts to the
user you want to.

You should not update the ownerid in the database by hand, this will lead to
problems.

Regards,
Rob Bakkers,
Avanade Netherlands


"Johnson" wrote:

> Hi
>
> I have just perform a Accounts data migration from MS Access to MS CRM. I
> have set the owninguser to 1 when migrating....after migration i am unable to
> view the Accounts data which I have just migrated into CRM. Therefore I
> change the owning user in the database to my GUID ID...
>
> can this work?
>
> Pls advise.
> Thanks
>
> --
> Johnson

Johnson
Fri Oct 21 04:14:01 CDT 2005

Hi,

Thanks for your reply. But after my migration, the ownerid is actually
pointing to the admnistrator where the administrator does not have any
licenses to the sales module. which means, i cant see the list of Contacts
and Accounts Therefore i actually change the ownerid to one of the user's
guid id....

is this ok? If not, wat can i do?

Kindly assist pls.

Thanks
Johnson

--
Johnson


"Rob Bakkers" wrote:

> Hi,
>
> Are you able to use an Administrator account to logon to the CRM server.
> That user should be able to see all the accounts in the system because of his
> security privileges. Then use that user to Assign all the accounts to the
> user you want to.
>
> You should not update the ownerid in the database by hand, this will lead to
> problems.
>
> Regards,
> Rob Bakkers,
> Avanade Netherlands
>
>
> "Johnson" wrote:
>
> > Hi
> >
> > I have just perform a Accounts data migration from MS Access to MS CRM. I
> > have set the owninguser to 1 when migrating....after migration i am unable to
> > view the Accounts data which I have just migrated into CRM. Therefore I
> > change the owning user in the database to my GUID ID...
> >
> > can this work?
> >
> > Pls advise.
> > Thanks
> >
> > --
> > Johnson

RobBakkers
Fri Oct 21 04:39:04 CDT 2005

Just temporarily add a license to the administrator account and remove it
after you finished reassigning the entities. That way the administrator
account won't use up one of the licenses. Do not change the ownerid in the
database, this can cause unwanted behaviour.

Regards
Rob Bakkers,
Avanade Netherlands

"Johnson" wrote:

> Hi,
>
> Thanks for your reply. But after my migration, the ownerid is actually
> pointing to the admnistrator where the administrator does not have any
> licenses to the sales module. which means, i cant see the list of Contacts
> and Accounts Therefore i actually change the ownerid to one of the user's
> guid id....
>
> is this ok? If not, wat can i do?
>
> Kindly assist pls.
>
> Thanks
> Johnson
>
> --
> Johnson
>
>
> "Rob Bakkers" wrote:
>
> > Hi,
> >
> > Are you able to use an Administrator account to logon to the CRM server.
> > That user should be able to see all the accounts in the system because of his
> > security privileges. Then use that user to Assign all the accounts to the
> > user you want to.
> >
> > You should not update the ownerid in the database by hand, this will lead to
> > problems.
> >
> > Regards,
> > Rob Bakkers,
> > Avanade Netherlands
> >
> >
> > "Johnson" wrote:
> >
> > > Hi
> > >
> > > I have just perform a Accounts data migration from MS Access to MS CRM. I
> > > have set the owninguser to 1 when migrating....after migration i am unable to
> > > view the Accounts data which I have just migrated into CRM. Therefore I
> > > change the owning user in the database to my GUID ID...
> > >
> > > can this work?
> > >
> > > Pls advise.
> > > Thanks
> > >
> > > --
> > > Johnson

Johnson
Fri Oct 21 04:50:03 CDT 2005

Hi,

i cant see the latest reply from you...i got an error encountered at my side
when trying to view your reply...can you resend again>

Thanks
--
Johnson


"Rob Bakkers" wrote:

> Hi,
>
> Are you able to use an Administrator account to logon to the CRM server.
> That user should be able to see all the accounts in the system because of his
> security privileges. Then use that user to Assign all the accounts to the
> user you want to.
>
> You should not update the ownerid in the database by hand, this will lead to
> problems.
>
> Regards,
> Rob Bakkers,
> Avanade Netherlands
>
>
> "Johnson" wrote:
>
> > Hi
> >
> > I have just perform a Accounts data migration from MS Access to MS CRM. I
> > have set the owninguser to 1 when migrating....after migration i am unable to
> > view the Accounts data which I have just migrated into CRM. Therefore I
> > change the owning user in the database to my GUID ID...
> >
> > can this work?
> >
> > Pls advise.
> > Thanks
> >
> > --
> > Johnson

Johnson
Fri Oct 21 04:56:03 CDT 2005

Hi,

by the way how do u assign the accounts to others to allow them to view the
accounts i own?

Pls advise.

Thanks

--
Johnson


"Rob Bakkers" wrote:

> Hi,
>
> Are you able to use an Administrator account to logon to the CRM server.
> That user should be able to see all the accounts in the system because of his
> security privileges. Then use that user to Assign all the accounts to the
> user you want to.
>
> You should not update the ownerid in the database by hand, this will lead to
> problems.
>
> Regards,
> Rob Bakkers,
> Avanade Netherlands
>
>
> "Johnson" wrote:
>
> > Hi
> >
> > I have just perform a Accounts data migration from MS Access to MS CRM. I
> > have set the owninguser to 1 when migrating....after migration i am unable to
> > view the Accounts data which I have just migrated into CRM. Therefore I
> > change the owning user in the database to my GUID ID...
> >
> > can this work?
> >
> > Pls advise.
> > Thanks
> >
> > --
> > Johnson

Arne
Fri Oct 21 04:57:02 CDT 2005

Hi Johnson!

Johnson wrote:
> i cant see the latest reply from you...i got an error encountered at
> my side when trying to view your reply...can you resend again>

Rob wrote:

> Just temporarily add a license to the administrator account and remove it
> after you finished reassigning the entities. That way the administrator
> account won't use up one of the licenses. Do not change the ownerid in the
> database, this can cause unwanted behaviour.

> Regards
> Rob Bakkers,
> Avanade Netherlands

Cheers

Arne Janning

RobBakkers
Fri Oct 21 05:00:02 CDT 2005

Sometimes it takes time before the post is shown on the newsgroups.

I wrote:
"Just temporarily add a license to the administrator account and remove it
after you finished reassigning the entities. That way the administrator
account won't use up one of the licenses. Do not change the ownerid in the
database, this can cause unwanted behaviour. "

Regards,
Rob Bakkers,
Avanade Netherlands


"Johnson" wrote:

> Hi,
>
> i cant see the latest reply from you...i got an error encountered at my side
> when trying to view your reply...can you resend again>
>
> Thanks
> --
> Johnson
>
>
> "Rob Bakkers" wrote:
>
> > Hi,
> >
> > Are you able to use an Administrator account to logon to the CRM server.
> > That user should be able to see all the accounts in the system because of his
> > security privileges. Then use that user to Assign all the accounts to the
> > user you want to.
> >
> > You should not update the ownerid in the database by hand, this will lead to
> > problems.
> >
> > Regards,
> > Rob Bakkers,
> > Avanade Netherlands
> >
> >
> > "Johnson" wrote:
> >
> > > Hi
> > >
> > > I have just perform a Accounts data migration from MS Access to MS CRM. I
> > > have set the owninguser to 1 when migrating....after migration i am unable to
> > > view the Accounts data which I have just migrated into CRM. Therefore I
> > > change the owning user in the database to my GUID ID...
> > >
> > > can this work?
> > >
> > > Pls advise.
> > > Thanks
> > >
> > > --
> > > Johnson

RobBakkers
Fri Oct 21 05:03:01 CDT 2005

Just go the the entity screen (account screen for example), select them all
and Choose Action -> Assign.. (the action menu is just above the grid
containing the entities (accounts)). Then select the user which you want to
assign them to.

Regards,
Rob Bakkers,
Avanade Netherlands


"Johnson" wrote:

> Hi,
>
> by the way how do u assign the accounts to others to allow them to view the
> accounts i own?
>
> Pls advise.
>
> Thanks
>
> --
> Johnson
>
>
> "Rob Bakkers" wrote:
>
> > Hi,
> >
> > Are you able to use an Administrator account to logon to the CRM server.
> > That user should be able to see all the accounts in the system because of his
> > security privileges. Then use that user to Assign all the accounts to the
> > user you want to.
> >
> > You should not update the ownerid in the database by hand, this will lead to
> > problems.
> >
> > Regards,
> > Rob Bakkers,
> > Avanade Netherlands
> >
> >
> > "Johnson" wrote:
> >
> > > Hi
> > >
> > > I have just perform a Accounts data migration from MS Access to MS CRM. I
> > > have set the owninguser to 1 when migrating....after migration i am unable to
> > > view the Accounts data which I have just migrated into CRM. Therefore I
> > > change the owning user in the database to my GUID ID...
> > >
> > > can this work?
> > >
> > > Pls advise.
> > > Thanks
> > >
> > > --
> > > Johnson

Matt
Fri Oct 21 10:01:05 CDT 2005

Also, please realize that you don't have to "assign" records to someone in
order fro them to see them. It can be accomplished by modifying the
Security Roles the user is assigned to.

--

Matt Parks
MVP - Microsoft CRM


"Rob Bakkers" <RobBakkers@discussions.microsoft.com> wrote in message
news:3CE47559-834F-4740-A611-B83B3CE99C0A@microsoft.com...
Just go the the entity screen (account screen for example), select them all
and Choose Action -> Assign.. (the action menu is just above the grid
containing the entities (accounts)). Then select the user which you want to
assign them to.

Regards,
Rob Bakkers,
Avanade Netherlands


"Johnson" wrote:

> Hi,
>
> by the way how do u assign the accounts to others to allow them to view
the
> accounts i own?
>
> Pls advise.
>
> Thanks
>
> --
> Johnson
>
>
> "Rob Bakkers" wrote:
>
> > Hi,
> >
> > Are you able to use an Administrator account to logon to the CRM server.
> > That user should be able to see all the accounts in the system because
of his
> > security privileges. Then use that user to Assign all the accounts to
the
> > user you want to.
> >
> > You should not update the ownerid in the database by hand, this will
lead to
> > problems.
> >
> > Regards,
> > Rob Bakkers,
> > Avanade Netherlands
> >
> >
> > "Johnson" wrote:
> >
> > > Hi
> > >
> > > I have just perform a Accounts data migration from MS Access to MS
CRM. I
> > > have set the owninguser to 1 when migrating....after migration i am
unable to
> > > view the Accounts data which I have just migrated into CRM. Therefore
I
> > > change the owning user in the database to my GUID ID...
> > >
> > > can this work?
> > >
> > > Pls advise.
> > > Thanks
> > >
> > > --
> > > Johnson