Check out the latest features available in Dynamics 365 for Customer Engagement, including LinkedIn Connect, Voice of the Customer and Universal Resource Scheduling.
Dynamics 365 2019 release wave 2 plan Discover the latest updates to Dynamics 365.Release Plan | Weekly Deployment Notes
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants.Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements.
ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Talent TechTalks
I am fairly new to CRM and originally imported records as accounts and contacts when I realise they should have been leads.
I want to export them and re import them.
When I tried only the fields that were exported were the ones on view in CRM at the time.
Of course I want to export all the fields, then delete all contacts and accounts on CRM and re import as leads.
Any help would be appreciated. Thanks
You can create 1 view and add all need fields to your this view (you can use advance find).
If the records that you imported is from MS Excel sheet(.csv, .xlsx etc), then Delete those records from Account and Contact, and Re-Import as a Lead from the same MS Excel sheet(.csv, .xlsx etc).
If you don't have MS Excel sheet(.csv, .xlsx etc) then Export those records from Account and Contact by adding all the required fields to the view.
Thanks but I have made changes in the records in CRM. I am trying to create a new view as per previous reply.
thanks, I am trying this now.
thanks, I am trying this now
Simply add all Columns to an advanced find view. You will need to do two separate Advanced Finds. One for Accounts, one for Contacts.
1. Advanced Find Button
2. Entity selector (look for)
3. Edit Columns
4. Add all Columns to View (see separate picture below for more instructions).
5. View Results
Add all Columns step:
thanks, job done. Much appreciated.
This is Advanced Find but how to esport data to XLS? When clicking "Export Accounts" I received XML format.
Thanks in advance for your help.
Are you trying to export the Fetch XML query rather than the Records? You first need to hit Results (Red exclamation mark).
You should now see an option to export to Excel. A static sheet is for simply exporting. A dynamic sheet will allow you to make adjustments to the data and re-import.
Thank you, this is what I did. Problem is that all exported this way files are opened as xml files and cannot be opened via other program like Office XLS.
To automatically export/import Dynamics CRM data try Skyvia. It is a web-based no coding service with simple user interface and support for complex data integration scenarios.
Business Applications communities