Question

How can I globally update all leads in CRM 4.0

Asked by: legalsrl

Hi people

We have recently migrated from CRM 3.0 to CRM 4.0 and have now found that if we want to do a direct email merge then it fails as the Allow Bulk Emails field is now blank.

How can I globally update all of the blank fields to be set to Yes ?

I've tried Workflows, Assigning to another User, and now I'm going through them manually, 250 at a time and running a workflow against them.

I can do an Advanced Find and a Workflow, but I can't apply the Workflow to the results of the Advanced find in batches of more than 250......

Surely I can't be the only one trying to do this ?

Cheers
Si

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Asked On
2009-08-07 at 07:18:25ID24634775
Tags

Microsoft CRM 4.0

,

leads

,

update

Topic

Microsoft Dynamics

Participating Experts
2
Points
500
Comments
5

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Answers

 

by: feridunPosted on 2009-08-07 at 11:02:41ID: 25045389

I would be tempted to this via a SQL update statement directly on the relevant entity (account, contact etc) table to set the field.

Make sure you know what you are doing and have a backup.

Updating the SQL tables directly is not supported but a simple update of a field should be ok provided you are careful.

I don't believe that there is any way to do what you want via the application.

 

by: legalsrlPosted on 2009-08-07 at 11:50:11ID: 25045831

Thanks, but how would I do that ?
Cheers
Si

 

by: feridunPosted on 2009-08-07 at 14:07:59ID: 25046977

PLEASE MAKE SURE YOU HAVE A BACKUP OF YOUR CRM SQL DATABASE BEFORE TRYING THIS
IF YOU HAVE ANY DOUBTS CONSULT A LOCAL SQL EXPERT

Connect to your SQL Server that has the CRM database
Start SQL Management Studio
Make sure that you CRM database (something like yourorganization_MSCRM) is selected
Click on New Query
Type the one of the SQL statements that starts with update, shown below (replace AccountBase with ContactBase for contacts) and then click on Query| Execute. Please make sure that you are happy with what the update statement is doing.


    

/* This line only updates accounts where the Allow Bulk Email is blank */
 
 update AccountBase set DoNotBulkEMail='0' where DoNotBulkEMail is null
 
/* This line updates all accounts regardless of the current setting */
 
 update AccountBase set DoNotBulkEMail='0' 

                                              
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by: lee_mulhollandPosted on 2009-08-08 at 02:31:45ID: 25048962

Although id personally use the sql script provided above, there is a way to increase the results of an advanced find to whatever number you want so it might prove useful in the future.

In your crm installation on the server there is a file called grid.htc, if you open this up and go about half way down theres a javascript function called buildxml(), i cant exactly remember the name of the variable but i think its numResults, you can change this from 250 to a much larger number, that way you can run your workflow on the lot. Let me know if you have any problems and ill send you the code if you need it

 

by: legalsrlPosted on 2009-08-11 at 12:43:15ID: 31612903

Much kudos for that pearl of SQL....can you guys keep an eye on the CRM section as I've another question to post ?

20120131-EE-VQP-002

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