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Dynamics 365 for Sales - Updating Leads through SQL Statement

Microsoft Dynamics CRM Forum

Michael Esser asked a question on 14 Jul 2017 3:23 PM

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I need to update leads with a different owner where the lead is consistent and the owner is different.  Bulk - 5,000 

Update table set lead_name = 'JohnDoe' where account_name in ('asdef','asdf','asdf,'asdf') 

for example.

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Alex Shlega responded on 14 Jul 2017 3:33 PM
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Hi,

  you can't use SQL in Dynamics online. Why don't you export all those leads to Excel, update the owner, and import them back?

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Michael Esser responded on 14 Jul 2017 3:41 PM

Where can I access SQL in Dynamics online?

Do to turnover I exported all the leads and they were "sliced and diced" by sales and re-assigned.  I would probably have to load a table of sort in our in house sql server and create an update and  then re-import.

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Michael Esser responded on 14 Jul 2017 3:55 PM

Sorry, I guess I was optimistic and thought you had stated why dont you utilize SQL in dynamics.  Apologies.

I guess route 2 is the option

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Alex Shlega responded on 14 Jul 2017 4:02 PM
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Right.. No SQL in the online version. For re-import, you might also look into SSIS + Kingswaysoft (makes things easier sometimes). Or a workflow.. anyway, no SQL.

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Irren responded on 19 Jun 2018 11:17 AM

You can do it, with the help of Skyvia Query. It is Query Builder tool that can help you to build even complex queries visually via drag-and-drop interface without typing a line of code. Whenever necessary, you can switch to SQL editor and tweak the generated SQL code if needed.  

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JanCarp responded on 7 Dec 2018 7:52 AM

Which option do I choose for the reconcile? 

Summary 

Fiscal Year

Calendar Year 

Batches 

Workflow Status 

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Alex Shlega responded on 14 Jul 2017 4:02 PM
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Verified Answer

Right.. No SQL in the online version. For re-import, you might also look into SSIS + Kingswaysoft (makes things easier sometimes). Or a workflow.. anyway, no SQL.

Reply
Alex Shlega responded on 14 Jul 2017 3:33 PM
My Badges
Suggested Answer

Hi,

  you can't use SQL in Dynamics online. Why don't you export all those leads to Excel, update the owner, and import them back?

Reply

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