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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Check Existing Leads o...
Microsoft Dynamics CRM (Archived)

Check Existing Leads or Create new in Bulk ?

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Posted on by Shubh_K 80

Hello Experts,

I want to check the existing lead records based on fullname and mobilenumber, if any record found with fullname and mobilenumber then fetch the lead-id in the list or  create a new lead and save its lead-id in the list, I am reading leads from an external data source and checking in the CRM within the console application. Here I have a very large population of lead to be processed so looking for the best approach to manage this requirement. 

Version - (CRM-2016-OnPrim)

Thanks

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  • David Jennaway Profile Picture
    David Jennaway 14,065 on at
    RE: Check Existing Leads or Create new in Bulk ?

    This is the sort of operation that can be done quite easily in SSIS, using a lookup to the lead entity - as you have CRM OnPremise, you can use a SQL query for the lookup. SSIS is designed to perform well with very large data sets

  • Suggested answer
    nitinagg16 Profile Picture
    nitinagg16 200 on at
    RE: Check Existing Leads or Create new in Bulk ?

    Hi,

    You can use SSIS or SCRIBE for given task.

    Thanks

    Nitin

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