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Updating Description field in Lost opportunity

Posted on by 5

I wonder if anyone can help me.  In my lost opportunity I have a reason called Others please identify. I need to update the description box  as to what is the exact reason, via importing because there are alot to update.

As a trial I exported an opportunity including "description" field from activities tab hoping that importing works. But it didn't. Getting the following error:

"The records were not updated because the record type was not found in Microsoft Dynamics CRM"

  • MrsRod Profile Picture
    MrsRod 5 on at
    RE: Updating Description field in Lost opportunity

    Hi Andrew,

    Yes,  I did, like normal importing procedure. Download data, add comments on description field and import.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Updating Description field in Lost opportunity

    Hello,

    Did you use the same steps for export/reimport procedure - crmkrm.blogspot.com/.../data-management-part-2-export-for-re.html ?

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