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Restoring Activities CRM 4.0

Posted on 2011-09-21
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Last Modified: 2012-05-12
One of my users had all of their activities deleted.

I am trying to restore just their activities, however I can't find a reliable way of doing this without restoring the entire database, which I can't do because I would then lose 2 weeks worth of data.

I have also tried looking at the DeletionStateCode field, and found that all records have the same state so I am thinking that during a maintenance that they were purged.

Any ideas?
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Question by:bigjdve
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Expert Comment

by:Feridun Kadir
ID: 36574855
I think your only option is to restore a backup to SQL with a different database name. Then either:
1) use the CRM deployment manager to import the organization using the new database name. Then export the activities to excel and import them into the production database or
2) if you don't have an edition of CRM that supports multiple organizations export the activities directly from the SQL tables.

Either way it will be messy.
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Author Comment

by:bigjdve
ID: 36815698
Sorry for the delay in getting back, as we had a problem with the restore.

However, I have been able to extract the information. I can't do a direct SQL restore as it is saying that the table is read only.

I am currently trying to do an import but not being able to find the correct way to map it where it will except the data that it has pushed out.

which versions of CRM can handle multiple organizations?

Do you have any other ideas?
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Expert Comment

by:Feridun Kadir
ID: 36890804
CRM 4.0 Enterprise Edition can handle multiple organizations.

What did you try to restore?
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Author Comment

by:bigjdve
ID: 36891807
I am trying to restore activities that were deleted.

I have restored the entire database, I have it in a separate database on a different SQL server.

I guess I will need to try and setup a different organization in order to try and export from there.
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Accepted Solution

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Feridun Kadir earned 2000 total points
ID: 36903030
You can't restore the activities directly into the MSCRM database.  The process I envisaged was something like this:

1) Restore the database (with the required activities) to a different database or SQL Server
2) from the activities tables export the required rows to a CSV formatted file
3) Use the CSV file to import into CRM via the CRM application.

Exporting the activities out of the restored database will take time to investigate and include all the correct headings. I haven't done this before but I suspect you will need to do the different activity types (e.g. phone calls, tasks etc) separately. I would start with the filteredviews for each of the activity types in the CRM database. One of the big problems will be to ensure you include links to all the activity parties (e.g. senders, recpients etc). This really is not going to be a simple restore into the current database.
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Author Closing Comment

by:bigjdve
ID: 36995196
This was a long and drawn out process. However it did work. I wish that Microsoft would make this process easier overall.

Thanks for your help.
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