CRM 2013: CHANGE ENTITIES OWNERSHIP FROM ORGANIZATION TO USER TEAM Without Drop a Entity


Summary:CRM 2013: CHANGE ENTITIES OWNERSHIP FROM ORGANIZATION TO USER TEAM.

Step 1: Back up your CRM databases.

Step 2: Export All Customizations.

Even though you may only be working with one or two Entities, I feel it is best that all Entities be included in the export to ensure that we don’t miss anything.

Step 3: Make a backup copy of your exported customizations.
Step 4: Delete the custom entity that needs to be reassigned Ownership.

Sorry, there is just no way around this step. The Import Customizations process only adds data and changes, it will not delete anything, and we must delete attributes.  That means data loss.

Step 5: Open the exported customizations .xml

Note: Steps 6 – 8 will be repeated for each Entity that needs to be altered.

Step 6: Change the ownership type.

Find the following code:
<OwnershipTypeMask>OrgOwned</OwnershipTypeMask>

And replace it with the following:

<OwnershipTypeMask>UserOwned</OwnershipTypeMask>

Step 7:  Remove the Organization Attributes and Insert the User Attributes

DELETE THE FOLLOWING CODE

<attribute PhysicalName=”OrganizationId”>
<Type>lookup</Type>
<ValidForReadApi>1</ValidForReadApi>
<ReferencedEntityObjectTypeCode>1019
</ReferencedEntityObjectTypeCode>
<Description>Unique identifier for the organization</Description>
</attribute>
INSERT THE FOLLOWING CODE

<attribute PhysicalName=”OwnerId”>
<Type>owner</Type>
<IsNullable>0</IsNullable>
<ValidForCreateApi>1</ValidForCreateApi>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<DisplayMask>ValidForAdvancedFind|ValidForForm|ValidForGrid
</DisplayMask>
<Description>Owner Id</Description>
</attribute>
<attribute PhysicalName=”OwnerIdDsc”>
<Type>int</Type>
<IsNullable>0</IsNullable>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<AttributeOf>OwnerId</AttributeOf>
<XmlAbbreviation>dsc</XmlAbbreviation>
<Description />
</attribute>
<attribute PhysicalName=”OwnerIdName”>
<Type>nvarchar</Type>
<Length>320</Length>
<IsNullable>0</IsNullable>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<AttributeOf>OwnerId</AttributeOf>
<XmlAbbreviation>name</XmlAbbreviation>
<IsSortAttribute>1</IsSortAttribute>
<Description>Name of the owner</Description>
</attribute>
<attribute PhysicalName=”OwnerIdType”>
<Type>int</Type>
<ValidForCreateApi>1</ValidForCreateApi>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<DisplayMask>ObjectTypeCode</DisplayMask>
<AttributeOf>OwnerId</AttributeOf>
<XmlAbbreviation>type</XmlAbbreviation>
<Description>Owner Id Type</Description>
</attribute>
<attribute PhysicalName=”OwningBusinessUnit”>
<Type>lookup</Type>
<ValidForReadApi>1</ValidForReadApi>
<ReferencedEntityObjectTypeCode>10
</ReferencedEntityObjectTypeCode>
<Description>Unique identifier for the business unit that owns the record</Description>
</attribute>
<attribute PhysicalName=”OwningUser”>
<Type>lookup</Type>
<ValidForCreateApi>1</ValidForCreateApi>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ReferencedEntityObjectTypeCode>8
</ReferencedEntityObjectTypeCode>
<AggregateOf>OwnerId</AggregateOf>
<Description>Unique identifier for the user that owns the record.</Description>
</attribute>

Step 8: Change the form fields from Organization to User.

DELETE THE FOLLOWING

<field name=”organizationid” requiredlevel=”na”>
<displaynames>
<displayname description=”Organization Id” languagecode=”1033″ />
</displaynames>
</field>
INSERT THE FOLLOWING

<field name=”ownerid” requiredlevel=”na”>
<displaynames>
<displayname description=”Owner” languagecode=”1033″ />
</displaynames>
</field>
<field name=”owningbusinessunit” requiredlevel=”na”>
<displaynames>
<displayname description=”Owning Business Unit” languagecode=”1033″ />
</displaynames>
</field>

Step 9: Save and close the Export file

Step 10: Import the modified Exported customizations

If you like this post please like crmonce page in facebook.

                                          For Similar Jobs :Click Here

0 comments:

Post a comment

Popular Posts