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Can we upload a excel file into Dynamic CRM with Validation on email Id? RRS feed

  • Question

  • Hi, I m Vesture India,

     I want to upload an excel file of my data into Microsoft CRM with validation on some filed like email id, Customer type. I mean if a contact doesn't contain an valid email id or customer type it should skip to upload into our leads. Is it possible to do or not? If yes whats the way to do this?

    Tuesday, September 2, 2014 10:55 AM

All replies

  • not really. when you upload an excel you can map the excel field to the crm field but it does not allow you to put  a condition or business rule. there is no simple solution. you can create a custom code like a console application using the sdk or try to use some data migration tool that would allow to place a condition.

    there will be none or very few free tools out there. like this is not release but you can get the source code https://integrationtoolfordynamicscrm.codeplex.com/SourceControl/latest

    A console application may take you 1 or 2 hours to put together


    I Hope I could help. If I have answered please mark as 'Answer'. If was just helpful, please vote. Thanks and happy coding! Bruno Lucas, http://dynamicday.wordpress.com/




    • Edited by SH_2017 Tuesday, September 2, 2014 12:03 PM
    Tuesday, September 2, 2014 11:57 AM
  • To import the excel records, You can use the CRM Out-of-Box Data Import Feature.

    You can check the  email id and customer type fields in the Real-Time Workflow whether its filled in the excel file.

    If it's not filled, you can cancel the workflow job.

    Regards,

    Prabhu


    Prabhu G

    Tuesday, September 2, 2014 12:17 PM