How to Update OwnerID and name in Account table?

[Ed Dror]

Hi there,

We are using Dynamics CRM 4.0

when we import mass accounts we used the sysadmin as default ownerID
Now we would like to set owner name based on states.
My question is how to update the owner name field in FilteredAccount?

Thanks,
Ed Dror

[Dave]

Ed,
The FilteredAccount view simply reflects the value of the ownerid
attribute in the Account table. You should not directly update fields
in SQL tables in CRM (not supported by MS). There are a couple of
solutions:

1) If you know the state - owner relationship, you could add the owner
field to your import s/s, and populate the values, and use the Data
Migration Manager to map owner guids from those names on import.
2) If you don't have a ton of data, you could do a bulk edit after
import (Do an advanced find query that finds all accounts owned by the
sysadmin, and click on Actions / Edit on the result grid, and change
the owner - 250 records at a time).
3) I expect that you will want to assign accounts easily for those
imported (multiple imports), or to those new ones added manually by
users in CRM, or when the account moves to a new state. I also expect
that sometimes the owner changes...

To handle all of those requirements, I would suggest writing a CRM
workflow.

You would definitely want to run this workflow on 'Create' of a new
account, and also run it on-demand (for when the account owner leaves
and is replaced by a new user). You may also want to run it when the
State code changes.

In this workflow, you would create one 'IF' statement for every
owner. For example,

IF(StateCode IN (WA,OR,ID) then Change Owner = PacNWGuy
IF(StateCode IN (RI, CT, MA, NH, VT, ME) then Change Owner =
NewEnglandGuy

Again, you have to write one IF statement for each owner. But only
once. Then, each new import will trigger this workflow and assign the
current owner automatically.

(I've recently contemplated whether it might be worthwhile to create a
custom entity with state and owner attributes, and set up the
relationships there. You could then write a .Net plug-in to set up
the owner based on the state from the values in this table...
Requires more technical knowledge, tho...)

HTH,
Dave

-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
Email: davidlcarr_no!@#$sp...@earthlink.net
http://www.vscrm.com

[Ed Dror]

Dave,

Thanks you very much for the information.
I will go with option 1 and then with CRM workflow.

Thanks,
Ed dror

"Dave" <david...@earthlink.net> wrote in message
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