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Mass Import in look-up Fields in crm 4.0 On-Premise RRS feed

  • Question

  • Hello,

    I know that CRM Online Service- November 2009 can import data to look-up fields.

    I would like to know, if it is possible to have this add-in in my Workgroup CRM installation.?

    If so, where I can get this add-in to my On-Premise (Workgroup License) CRM?  I need to import and update look-up fields urgently.

    Thanks.


    Microsoft CRM 4.0
    Thursday, September 23, 2010 3:47 PM

Answers

  • If you are on at least Update Rollup 12, try exporting the data that you want to later import with a lookup value then update the data in the lookup field with a relevant value, and select the 'Enrich data by updating records......' option during import setup.

    Regards, Donna

    • Proposed as answer by Donna EdwardsMVP Thursday, September 23, 2010 4:33 PM
    • Marked as answer by Jim Glass Jr Thursday, September 23, 2010 7:29 PM
    Thursday, September 23, 2010 4:28 PM