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Updating records through the data import in MS CRM 2011 RRS feed

  • Question

  • Hi All,

    Does anyone have the idea on updating the crm entity records through the data import for multiple users with same template.

    It would be great if anybody can provide the solution on the same.

    Thanks

    Srikanth Reddy 

    Thursday, May 14, 2015 4:06 AM

All replies

  • The best way to update is to export the records you want to update and then merge your excel into the exported file.  when exporting, there is a checkbox for "reimport".  That will make sure that all your records are properly updated, instead of making new ones.

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    • Proposed as answer by Wayne Walton Thursday, May 14, 2015 12:58 PM
    Thursday, May 14, 2015 12:58 PM