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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Delete records that ma...
Microsoft Dynamics CRM (Archived)

Delete records that match with excel spreadsheet

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Posted on by Community Member

Today I received an Excel sheet containing a list of items that need to be removed from the Price List, there are around 3000 such items to be removed. Is there any easy way to do this operation, knowing that Re-import doesn't delete items, but only update changes.

 

Using Dynamics CRM 2015 Online. (7.0)

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  • Community Member Profile Picture
    Community Member on at

    Thanks Guido for the reply.

    I found that these items are part of only one price list, So editing them from Products entity itself would work. So I thought of filtering by Default Price list and do a vlookup from my delete list and change the status to "Retired". But after re-import I found that Status field is not getting updated even though imports were successful, do you know why and is there any workaround for this?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I solved my problem without writing any custom code:

    Created an option set field on product entity "To be retired"

    Exported all the items in the price list.

    Done a vlookup against my delete list of 'to be deleted", for those matching records, updated "to be retired" as "Yes".

    Created a real-time workflow for Record create and Records field change(to be retired), change status of product to "Retired"

    Imported the updated sheet and all the needed items were retired!

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