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Updating Fields in Existing Records in CRM 2011 online

Question
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Hi All;
I need to update the fields in the existing records in CRM 2011 conline
Is this can be done?
Any help much appreciated
Thanks
Pradnya07
- Edited by Simran08 Friday, January 18, 2013 3:38 PM 1
Friday, January 18, 2013 3:37 PM
Answers
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Really your best option is to first export the records from CRM that you want to edit - look for the Excel icon on view or the Advanced Find window.
At the bottom of the resulting window with the export options, there will be a check box to make the data available for re-importing.
Export with this option.
Make your data edits in this file - unique identifiers for the records are embedded in the file.
Re-import by navigating to Settings -> Data Management -> Imports -> Import Data (top) and chose the same file.
There really isn't OOB functionality to just import and update data without using this method short of creating a custom application using the SDK or using a third party tool.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Proposed as answer by JLattimerMVP, Moderator Friday, January 18, 2013 4:21 PM
- Marked as answer by Simran08 Tuesday, January 22, 2013 9:09 AM
Friday, January 18, 2013 4:21 PMModerator
All replies
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Can you elaborate a bit more on the specifics of what you want to update? I'm assuming you are looking to do something more than editing a record through the standard interface.
If you are looking to update multiple records in bulk you can select multiple records from a view and chose the Edit option from the ribbon and update a fields across multiple records in one shot - this does have some limitations though.
You can also use the Export option from a View or Advanced find - it will give the results in Excel - while specifying the export, you will have the option to make the data available to re-import - if you do this, you can modify the data in Excel and then re-import it back and update the existing records.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedInFriday, January 18, 2013 3:45 PMModerator -
Hi Jason;
Thanks for your reply
I need to update bulk records with differrent data
I have my csv file ready
Your 3rd option is near to my answer but i need to update the existing records
how do i re-import it back and update the existing records. ?
Pradnya07
Friday, January 18, 2013 3:53 PM -
Really your best option is to first export the records from CRM that you want to edit - look for the Excel icon on view or the Advanced Find window.
At the bottom of the resulting window with the export options, there will be a check box to make the data available for re-importing.
Export with this option.
Make your data edits in this file - unique identifiers for the records are embedded in the file.
Re-import by navigating to Settings -> Data Management -> Imports -> Import Data (top) and chose the same file.
There really isn't OOB functionality to just import and update data without using this method short of creating a custom application using the SDK or using a third party tool.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Proposed as answer by JLattimerMVP, Moderator Friday, January 18, 2013 4:21 PM
- Marked as answer by Simran08 Tuesday, January 22, 2013 9:09 AM
Friday, January 18, 2013 4:21 PMModerator -
Thanks a load
Pradnya07
Tuesday, January 22, 2013 9:09 AM