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如何使用源GUID在CRM 2011中导入用户

分类: 技术问答 • 2022-03-04 18:05:09

如何使用源GUID在CRM 2011中导入用户

问题描述：

我们有三个组织机构，分别是Dev，Test和Live。所有托管在内部（CRM2011。[5.0.9690.4376] [DB 5.0.9690.4376]）。

We have three Organization tenents, Dev, Test and Live. All hosted on premise (CRM 2011. [5.0.9690.4376] [DB 5.0.9690.4376]).

由于对话框使用GUID引用Lookup中的记录的方式，我们的目标是在所有三个租户中将静态记录的GUID保持相同。

Because the way dialogs uses GUIDs to refference record in Lookup, we aim to maintain GUIDs for static records same across all three tenents.

虽然所有其他实体都工作正常，但我无法导入USERS并保持其GUIDS。我正在使用导出/导入将数据从主租户（Dev）移入测试和实时租户。它与CRM 2013中的 配置迁移工具 非常相似。

While all other entities are working fine, I am failing to import USERS and also maintain their GUIDS. I am using Export/Import to get the data from Master tenent (Dev) in to the Test and Live tenents. It is very similar to what 'configuration migration tool' does in CRM 2013.

我面临的问题是在所有其他实体中，我可以看到Guid字段，因此我在导入向导期间将其映射，但是在运行导入向导时，SystemUser实体中未显示此类字段。例如，对于帐户，我将导出一个帐户，修改CSV文件并将其导入目标租户中。执行此操作时，我将AccountId（从目标）映射到源帐户，因此，此帐户的AccountId在源和目标上都相同。

Issue I am facing is that in all other entities I can see the Guid field and hence I map it during the import wizard but no such field shows up in SystemUser entity while running import wizards. For example, with Account, I will export a Account, amend CSV file and import it in the target tenant. When I do this, I map AccountId (from target) to the Account of source and as a result this account's AccountId will be same both in source and target.

在这一点上，我将放弃尝试，但这将导致所有使用用户查找的对话框都将失败。

At this point, I am about to give up trying but that will cause all dialogs that uses User lookup will fail.

感谢您的帮助，

答

尝试以下步骤。我强烈建议您先在旧的失效租户上尝试一下，然后再在实时系统上尝试一下。我不确定这是否受MS支持，但对我有用。 （另一件事，在导入后必须手动分配BU和角色）

Try following steps. I would strongly recommend to try this on a old out of use tenant before trying it on live system. I am not sure if this is supported by MS but it works for me. (Another thing, you will have to manually assign BU and Roles following import)


  1. 创建高级查找。包括SystemUser记录的所有必填字段。添加选择您要移动的用户列表的条件。

  2. 导出

  3. 将文件另存为CSV（这将显示excel中的前几个隐藏列）

  4. 重命名主键字段（在本例中为用户），然后使用请勿修改删除所有其他字段。

  5. 导入文件，并将此用户列（带有GUID）从CRM映射到用户

  6. 导入文件，并检查两个租户中的GUID。

  1. Create advance find. Include all required fields for the SystemUser record. Add criteria that selects list of users you would like to move across.
  2. Export
  3. Save file as CSV (this will show the first few hidden columns in excel)
  4. Rename the Primary Key field (in this case User) and remove all other fields with Do Not Modify.
  5. Import file and map this User column (with GUID) to the User from CRM
  6. Import file and check GUIDs in both tenants.

祝您好运。

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