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Microsoft Dynamics CRM (Archived)

bulk import activities

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Posted on by rplace

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Hi, I created a custom activity called Event Participation which is tied to a Marketing entity, "Events". The Event Part. records can be tied to a lead or contact record.

Question is how can I bulk import these participation records in (i.e. after a tradeshow or webcast) and match with the Lead or Contact?

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matthew.mickas 505 on at

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You can get a data import template for the custom activity to get the format of the required data. You could also export the data from a advanced find or a view to see what kind of data is required. The lookup field can be set with a guid and the optionset with the related value or name.

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Aileen Gusni 44,524 on at

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Hi Rplace,

Yes, you can do import.

And then do not forget to map your regarding field:

The key is this:

Hope this helps.

Thanks.

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