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Updating data

Answered Updating data

  • Wednesday, June 04, 2008 6:22 PM
     
     
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    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?

     

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  • Wednesday, June 04, 2008 8:43 PM
     
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    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.

     

     

    /C

     

     

    www.dollerupit.dk

     
  • Thursday, June 19, 2008 12:18 PM
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    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

     

    Regards,

    Imran

     

    msn : mscrmexpert@gmail.com