Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Importing Opportunities - What uniquely identifies a record?

Posted on by

So if I imported a large list of opportunities and then a month later I had some changes to some of the fields and I imported the list again.... What uniquely identifies each opportunity so that it updates and doesn't create a duplicate record?

*This post is locked for comments

  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 9,079 on at
    RE: Importing Opportunities - What uniquely identifies a record?

    Prashant has a great answer but sometimes you need to integrate with external systems and have the updates flow into CRM.  CRM provides a number of nice capabilities to support this.

    Please look at the following article that walks through alternate keys and approaches to integrate the data.

    msdn.microsoft.com/.../dn932127.aspx

    Hope this helps.

    Thanks,

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Importing Opportunities - What uniquely identifies a record?

    When you want to update data of opportunities;

    You need to export existing list of opportunities from CRM, update it and then reimport.

    In the export list, the first three columns are hidden and they carry uniqueness of each record.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans