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Importing and Updating Records in Microsoft Dynamics CRM 2011

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Hi All,

When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to Excel. But what if you have a list of records that are not exported from CRM. It would be great anybody can provide the solution on the same.

Thanks

Srikanth

Friday, June 5, 2015 6:03 PM

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In that case, again, you should be able to use the first option, Import Wizard. You would just need to make sure that column headers match.

Saturday, June 6, 2015 1:48 PM
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Hi Ahmad,

how we can do this can you elaborate. we tried a lot. how can we update the record through the importing the single template by the multiple users.. this is exactly my question.

Thanks

Srikanth Reddy

Sunday, June 7, 2015 1:55 PM
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You should be able to create standard import templates which users can use to import data.

http://blog.xrm.com/index.php/2014/09/using-templates-for-data-import-in-microsoft-dynamics-crm/

Sunday, June 7, 2015 2:07 PM