Data Import in Dynamics CRM RRS feed

  • Question

  • Hi, I have certain issues regarding data import. Please see below

    1.  I am migrating 900 leads from other system to CRM. The records are present in an excel. My CRM has already 500 leads out of the 900 in excel. These 500 should be updated and the rest 400 should be created. I know how to import fresh records. How do I update those 400 leads in CRM ?

    2.  The leads are associated with more than 1 Marketing Lists. The marketing lists as well as leads both are present in CRM. How do I associate the leads with their marketing lists ? There are 900 lead records

    Please help

    Tuesday, April 3, 2018 4:34 PM