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Could someone list the steps to load data in CRM from a spreadsheet.
I have a custom entity, that contains data already. I need to refresh the same columns. But there could be new records and some of the records may need to be deleted. What is the best way to do it? Thanks a lot. Lana
This will be a 3 step process.
1. Inside of CRM you will delete the records you no longer need (or deactivate them).
2. You can use the Export to Excel with Re-import to then edit the remaining records inside of Excel and then re-import them. blogs.msdn.com/.../leverage-microsoft-excel-to-edit-records.aspx
3. Then use the Import tool to import the new source file.
On the other hand if you need to do an insert update from the source file to the existing records then you will need to use a third party tool to do this.
JerryMicrosoft Dynamics CRM MVPCRM InnovationNeed a solution for CRM to help you manage Events or Email Marketing?Follow me on Twitter
Jerry, Microsoft Dynamics CRM MVPCRM Innovation - Consulting and SolutionsNeed a solution for CRM to help you manage your Internet Lead Capture or Events or Email Marketing?Follow me on Twitter
This is very difficult to figure out records I do not need: there are thousand records, I can't do it manually.
I am giving up on this. Tried all different variations, but it doesn't work. Going SQL route (((
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