I got an email from a CRM administrator who needed to update a field on a disabled user record; however, he was not an Office 365 admin, so he could not re-enable the user to make the change. Was there any way to update a field on a disabled user without having to re-enable the user?
There is a little trick that can update just about any field on just about any disabled/inactive record without having to first re-activate the record.
1. Using advanced find, build a view containing just the records that you wish to update and including the fields that you need to update.
2. Export to Excel, being sure to check the box to make the data available for re-import.
3. Update the values you wish to change in the spreadsheet.
4. Import the updated xml spreadsheet in via the import utility.
When the import finishes, you should see the changes in the deactivated record.
In some cases, you may be better off activating and changing the record, but with some record types, like opportunities, this can have a down side of messing up the opportunity close data, or with users, requiring someone with Office 365 admin privileges to add a license to the user and waiting for it to synchronize with CRM. In those scenarios, this approach will be faster.