A common way to massively update fields of entities is to use the export/import functionality of Dynamics CRM:
- You can use the AdvancedFiend feature to select records of interest.
- Export them via the Export feature to Excel (enabling the option "Make this data available for re-importing by including required column headings").
- Update cells in the Excel sheet.
- Import that sheet once again with the Import feature of Dynamics CRM.
| contactid | firstname | lastname | birthdate | fax |
As you can see I have the contactid (the primary key) of a contact and its related fields. All the contacts in the sheet already exist in the CRM and need to be updated.
QUESTION:
How can I update the CRM with the data of my Excel sheet WITHOUT writing an individual tool, but by using the standard functionality of CRM (Import, Workflows etc.)? Once again: The sheet was not exported from the CRM before.
With best regards,
Michael