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Session Id :
Microsoft Dynamics CRM (Archived)

C# Script to Intelligently Upload Data into CRM

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  • Frequently I have need to upload 'Phone call' activities from MS Excel sheet into Dynamics CRM but this can be very time-consuming & tedious especially because Dynamics CRM does not automatically create the contact/lead if it does not already exist in CRM but appears on the MS Excel sheet thus leading to manually creating these records that failed during the first import and later re-importing their phone call activities accordingly
  • Please I would be grateful if C# command console script can be provided to automatically read the values of 'Phone Call' activities from MS excel sheet and on importing into Dynamics CRM, if it notices that a contact/lead listed in the Excel sheet does not already exist in CRM, it will automatically create this record in CRM and accordingly import their activities correctly likewise,
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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    So in other words you want some developer for free develop this functionality? I'm afraid that this would not work. I see 2 ways for you:

    1. Learn C# and develop application using SDK for CRM.

    2. Hire developer at https://www.upwork.com/

  • Community Member Profile Picture
    on at

    Unfortunately there is no simple, supported 'plug-in' import script. As Andreii suggested, you could learn to develop CRM plugins (which has its advantages but is not on everybody's bucket-list).

    I realise that you were looking for a more automated approach, but here is what I have done in the past when forced to do manual uploads of related data.

    1) Ensure that you have duplicate detection on Contacts to prevent duplication.

    2) Import the contact fields (only) from your phone call list. With duplicate detection on, CRM will create only new contacts.

    3) Import your phone call list again, this time creating phone call records. All of the contacts/leads will therefore already be in CRM and you should not see any errors caused by unknown contacts.

    I hope this helps.

    Let me know if you find a C# console solution. I think we could all use one.

  • Muneeb Gilani Profile Picture
    on at

    Checkmate If you contact me I can help you by creating a plugin for you. My email is muneebgillani@gmail.com

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