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CRM Online: How to update Contact entity records in the system automatically on Monthly basis(recurring) RRS feed

  • Question

  • CRM Online 2016: How to update Contact entity records(500K records) in the system automatically on Monthly basis(recurring)

    we have scenario where we need to update and identify certain contact records based on certain criteria on regular basis. Is there a way that we can achieve in CRM 2016 Online. Any help on this would be great!

    Thanks,


    Madhu M.

    Monday, October 3, 2016 3:51 PM

All replies

  • Hi Madhu,

    We did some thing like this before:

    1. Set up an automated bulk deletion job to delete a certain custom entity record every month.

    2. Create a plugin that triggers every time that custom entity record gets deleted.

    3. Insert update Contact statements on that plugin.

    Hope that helps,

    -tri

    Monday, October 3, 2016 8:48 PM
  • Hi Madhu,

    If the CRM records are needs to be updated depend on some external data source then please check below solutions.

    ​1. You  can create an windows service which can be schedule to be executed every month.
    2. You can use third party integration solution KingsWaySoft to create SSIS packages and schedule them to execute as required. You can check link     http://www.kingswaysoft.com/  for KingsWaySoft .

    Hope this helps for you.

    Thanks!
    Sam


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    Tuesday, October 4, 2016 12:43 PM