Wednesday, June 04, 2008 6:22 PM
Hi, Newbie here. I am evalutating MS Dynamics CRM for my company. We are using Act! now.
So far I like it. Much more adaptable than Act.
But I'm having trouble with one thing. With Act I can update data in the database - change the value of one field in multiple (thousands) records at once. I have a unique identifier in each contact record. With Act I have the option of replacing all the data in a matching record with with the data in the import file. So I just export the data, change the value in the field that I want to update and reimport it.
I haven't found a way to do with the MS CRM. I have added a duplicate rule for that identifing field and tried importing but this doesn't work. Is this possible with MS CRM?
Wednesday, June 04, 2008 8:43 PM
You can use the Edit item on the More Action menu on the list of records of that entity. Select all records on the list and click More Action > Edit. This however only lets you edit a maximun of 250 records at one time as this is the maximum of records the list can show at one time..
I guess if you export the Guid of the entity along with the data you are changing you can create a small application that loads you exported file and updates each entity using the CRM API.
- Marked As Answer by Ronald LemmenMVP, Moderator Sunday, April 26, 2009 12:27 PM
Thursday, June 19, 2008 12:18 PMModerator
you just open the entity and update it.
you can use data migration manage to update or insert millions of records
I have import utility which is mutlithreaded and can import millions records
msn : firstname.lastname@example.org