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Can I import new list of Accounts & Contacts and overwrite the existing Accounts & Contacts list ? RRS feed

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    Hi,

    I am using Dynamic CRM 2015.  I would like to know if  I can import a new list of Accounts & Contacts and overwrite the existing Accounts & Contacts list in Dynamic CRM 2015.

    There is relational data of Accounts & Contacts in Lead, Opportunity & other Custom entities.

    If I can overwrite the existing list of  Accounts & Contacts, then what will happen to the relational data of Accounts & Contacts in Lead, Opportunity & other Custom entities?

    Your reply will be greatly appreciated.

    Thanks in advance.

    Wednesday, April 6, 2016 5:51 AM

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    Hi,

    I am afraid that importing records will not overwrite CRM records. Instead use BULK DELETE in CRM 2015.

    CRM will take care of the related records*.

    * It will decide whether to delete a record or not based on the records relationship behavior.

    Hope this helps,

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Wednesday, April 6, 2016 1:27 PM