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Microsoft Dynamics CRM (Archived)

Need to pull GUID of Lead through to an appointment

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Posted on by 895

Hi

I need to download the Unique GUID from a Lead to an appointment I am downloading.

Basically I need to move a lot of appointments currently regarding leads to be regarding opportunities. All of the Opportunities have been reimported from Leads with the GUID of those Leads as a field but I now need to update the calls that were on those Leads to the new Opportunities. Is there anyway to extract the GUID of the Lead with the data from the Appointment?

I have tried several ways to update the GUID into a field of the Lead which I could then pull through but I can not find a way to do this on mass (I don't have time to go into 70,000 leads and update 1 at a time. Also as they are already created I can not use an on create java module.

Is there anyway to pull the Lead GUID in the extraction or update via a workflow (I still don't want to go through 70,000, even doing 250 at a time but it would be better than 1 by 1.)

Obviously if there was an easy way to move the appointments from the Leads to Opportunities without exporting and reimporting then I would be happy with this too.

Using 2013 Online

Thanks

Adam  

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I have the same question (0)
  • Suggested answer
    Linn Zaw Win Profile Picture
    3,407 on at

    The easiest solution would be Building a Console Application which will loop through all 70,000 records and update the GUID into a field of the Lead.

  • Suggested answer
    Hosk Profile Picture
    on at

    You can build a console app or a plugin to run on update

    If you had a plugin which ran on update you could update all the records you want to run on.

    Because you need to lookup the correct values I think it would be difficult to do this using workflows

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