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CRM address automation RRS feed

  • Question

  • Hi,

    I have a list of CRM customer names in Excel, and I would like to export their addresses from CRM.  Is there a script for extracting address information for a long list of names, instead of having to individually copy and paste names into the search query and then manually copy and pasting addresses into Excel. 

    Thank you,

    B

    Friday, December 19, 2014 11:41 PM

Answers

  • Hello B,

     You could export the customer name and the address details from CRM into an excel worksheet, add the list of customer names onto another worksheet. There is a function in excel called vLookup using which you can join your excel data worksheet and CRM data worksheet(copied into the excel).

    Please see the details of the function below.

    http://office.microsoft.com/en-au/excel-help/vlookup-HP005209335.aspx

    Regards,

    Jithesh

    Sunday, December 21, 2014 10:43 AM