Bulk Edit Leads via Import not updating ONE field - Dynamics 365

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Posted on 15 May 2023 16:24:41 by nwebber

Hello,

Our business has several divisions who all use Dynamics CRM slightly differently. The problem I'm running into involves one divisions process of updating Leads. The way they do it, is they will export the Leads to Excel, edit a custom field that pertains to the status of the Lead (denoting whether a Lead is Disqualified or not), and then reupload the Leads with the change. This system, though a tad unconventional, worked for them up until last week, when suddenly the custom field they created was no longer being updated when they went to import.

I've checked the field mappings on their import, and it looks correct. I've also looked at the field itself in customizations, and everything checks out there as well. My question then is: has anyone ever had this problem where a record is not actually updated upon import, even though all signs indicate that it should?

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Leah Ju Microsoft Employee on 16 May 2023 at 03:08:39

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RE: Bulk Edit Leads via Import not updating ONE field - Dynamics 365

Hi nwebber,

1. Check that the record has not been updated:

--open one lead and check audit history:

2.Check the specifics of the import.

--Go to Advanced Settings > Data Management > Imports.

As well as being inspired by a post to check if the duplicate detection rule is triggered