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I need to update a single field for a group of specific contacts (cca 400).
I have their name and surname in excel but excel format is not for Re-import so I need to know how can I do that, update only one sigle field(record) for a group?
Can anybody help me? I am using CRM 2013
I hope my question is understandable enough.
I would get your records via advanced find and export them with the option for reimport.
Open both of the excel files and use the index function of excel to map concatenated values.
That way you can copy over all values for the elements that are unique.
Reimport those and see how many are left.
If all values need to have the same update (eg: send email:yes), set your record view in the personal settings to 250 records and just select all records in your advanced find to update that field. Go to the next page and do the same.
1. Export all the contacts from CRM with the require fields (First name, last name etc.)
2. Find the contacts which you want to update in excel
3. Update single field in excel.
4. Reimport the same file in contact.
If you want to make changes to your current data, one method is to exporting data into an excel file, you can get a list of the contacts that you want to update by advanced find then add the filed that you want to the advanced find view, then export the result, update contacts on the exported excel, and then reimport the data back into Dynamics CRM. refer to : http://www.powerobjects.com/2011/09/27/mass-editing-dynamics-crm-2011-records-using-microsoft-excel/
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