text field to option set RRS feed

  • Question

  • Hi 

    I'd like to what is the best way of transferring data from a text field to an option set? This is on our contacts form.

    I've done it before by:-

    Exporting all the fields to a spreadsheet

    Deleting all the contacts in Dynamics CRM

    Updating the spreadsheet

    Uploading to Dynamics CRM

    There must be an easier way?!


    Monday, August 19, 2013 1:36 PM


  • Instead of deleting contacts and re-importing - could you export using the option to make the records available to re-import and then update the new field and then re-import? It sounds like you might be wanting to keep the same field name, in which case you might need to a temporary field to make this happen. Same process, just update the temp field and then delete the original field and then either repeat the export/import process to update the recreated field or create a workflow that can be run on demand to move the data from the temp field to the recreated field. 

    Jason Lattimer
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    Monday, August 19, 2013 1:51 PM