Importing as contact if account exists otherwise import as lead RRS feed

  • Question

  • Hello,

    We've been struggling with data quality when using dynamics CRM. We have multiple different names for the same account (company). We would want to import a excel file and if the account (company) already exists in CRM then make it an contact and otherwise make it a lead.

    How could this be done?



    Friday, July 22, 2016 10:01 AM