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copy from one field to another at CRM on-line RRS feed

  • Question

  • Hey, I have an issue about leads. I have excel file which I would like to import to my CRM on line.

    I would like to know it the lead already exist at the CRM , if it exist then I would like to update a certain field that (call the field X for now it doesn't meter the field right now). my idea is to create new entity with relationship to the LEAD entity 1:n with email mapping of both entities. import all leads to the new entity and then active workflow that will check if the email (which is unique)  between the new entity and the old entity.

    my solution doesn't work,

    and ideas?

    Wednesday, May 4, 2016 1:30 PM

All replies

  • You can make use of the tools like Scribe or KingswaySoft SSIS toolkit to achieve this task.

     

    For more information please visit the links http://www.kingswaysoft.com and http://www.scribesoft.com/.

    Thanks,

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

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    Friday, May 6, 2016 9:28 AM
  • If you want this functionality to be reusable, Go for SSIS or SCRIBE. If one time you can go for console app to achieve the same.

    If SSIS you can to push data you can use Script component/Kingswaysoft/cozyroc


    Ramanathan Rajendran MCTS - Dynamics CRM

    Sunday, May 8, 2016 8:32 AM