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we want to remove email address data from 1200+ contacts.
We have a CSV file with only email addresses in it and all those are invalid.
What my I found out on my research for the problem is to go over Advanced search and export the contacts, manipulate them in Excel and re-import them after all.
But in the Advanced Search process I have only the option to say that the field contains data or the field contains excactly data which I enter.
Is there any option to find the contacts with the associated email address from my CSV file?
And If I have the contacts, is the Export -> Update in Excel -> Re-Import the correct way to update those contacts?
It would suggest that you use Kingswaysoft's Free SSIS toolkit community edition for this purposes if you have 10's of thousands of contact records to avoid exporting them all then re importing. You will be able to use the email address as a lookup key and then update the email address to be blank where it matches.
If you wanted a no-code solution - you could perform an import of another entity (such a task) and use the email address as a lookup to the contact name - you could then export to excel only those records that have this special task created through the import, remove the emails and then re-import.
Hope this helps,
thank you for your answer. Unfortunately, a code solution won't be work here because it will cost too much time and work.
The amount of contacts which have to be changed are 1500. The complete list of contacts with email addresses in CRM are 10.000 which I have exported to a Excel sheet.
Can I export the list with first, last name and email address, filter the addresses in excel and remove the email value and re-import them in CRM. Is this possible?
Is there a possibility to create a custom entity? I have a bad feeling using the task entity for that job.
Yes - you could certainly simple export to excel, remove the email addresses and then re-import. Any unchanged rows will not be updated.
I was assuming that you had 100's of 1000's of contacts for the importing entity technique - but yes you could create a custom entity for the purposes.
Hope this helps
I created a new entity and imported the email addresses from the CSV file. Now I'm stucked at the process to match the contacts with my new entity. Is it necessary to create a 1:n relationship from my new entity to contact and match those email fields or can I create this "lookup" in Advanced Find with no further adjustment?
After three evenings I found a solution based on your lookup suggestion.
I first created like you said a new entity. I gave that entity a "lookup" field and matched it with the contact entity. After I imported my CSV files with 2 columns containing both the email address. I matched the email address to the primary field of my new entity and the second column with the email field of contact entity. After the import I have all addresses matched with the contact.
After this step I created a new workflow process. In this workflow process I said if the primary field matches with the contact email field (actually this isn't necessary because else there would be no matching at the import), then it removes the email value in the contact entity.
Then I just selected all the items in my new entity view and started my workflow process. Finally, the email address from the lookup contact is removed!
Thank you very much for your help. It was very interesting and Dynamics CRM is really awesome.
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