Enrich data by updating records rather than creating new records

22-Jan-2018 09:11

Step 1: Export and edit existing data The easiest way to obtain the necessary data is to use Advanced Find.

Category: Sales Hello, In Microsoft CRM 4.0 when you import data using the data import wizard there is a checkbox in the wizard that says: "Enrich data by updating existing records rather than creating new records", I think this feature benefits from the data duplicate rules to see whether the record exists or not then it will update the existing one if exists. Instead, the user need to Export existing data then reimport etc...Say we would like to create a drop down column in excel sheet with a list of predefined values.In Microsoft Dynamics CRM 3.0 there existed an option to update records when using the built-in Import Data Wizard.so that the second imported file will contain the GUIDS and based on that it will update.My suggestion is to implement a similar checkbox as the one explained above that was available in CRM 4.0.

Category: Sales Hello, In Microsoft CRM 4.0 when you import data using the data import wizard there is a checkbox in the wizard that says: "Enrich data by updating existing records rather than creating new records", I think this feature benefits from the data duplicate rules to see whether the record exists or not then it will update the existing one if exists. Instead, the user need to Export existing data then reimport etc...

Say we would like to create a drop down column in excel sheet with a list of predefined values.

In Microsoft Dynamics CRM 3.0 there existed an option to update records when using the built-in Import Data Wizard.

so that the second imported file will contain the GUIDS and based on that it will update.

My suggestion is to implement a similar checkbox as the one explained above that was available in CRM 4.0.

Make sure that the column with the GUIDs becomes the first column in the sheet and rename the column header to the RM entity’s single name, i.e. Edit the data in the column you want to update and remove unchanged columns.