Adding notes to multiple records

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Posted on by Community Member

Hi,

I am a front-end user of Microsoft Dynamics CRM working for a small charity.

We send out regular mailings, physically and digitally, often not through the CRM but we would like to be able to record in the CRM that we have done so.

Is there a way to add this information to multiple records without doing it manually?

Thanks

Gavin

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Mahendar Pal 45,095 on at

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RE: Adding notes to multiple records

Hi,

Although you are using CRM so you should use CRM only to communicate with your customer so that you have updated interaction available under CRM db only. As doing this may lead incomplete data in CRM

But you still want to do that then you can write a custom .net utility by utilizing CRM SDK to communicate to crm and can create annotation entity record or create tasks to entity records to capture your interaction, but to associate these records to parent you need to provide reference to their parent records.

You can also import record to CRM, you can download import file from Data Management and can fill details there with parent customer and import it back to CRM.

Or can use other tools available over market like SSIStoolkit or Scribe.

Hope it will help you.

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