Compare fields of two entities in bulk

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Posted on by Joel D

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Hello,

I need to bulk compare two fields of two different entities (1:N relationship) to retrieve the records where the values are different.
On the selected records, I will bulk update the values of field 1 (of the target entity) to make them equal to field 2 (of the related entity).

As I cannot compare two fields within a view from Dynamics CRM, is it possible to create it by using a fetchXML instead and how?

If it's not possible, are there other ways or tools from XrmToolbox to achieve the goal?

I'm aware that I can extract the records to an excel file, compare the fields, fix the wrong values, and import them massively to CRM but I want to avoid this.

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a33ik 84,331 Most Valuable Professional on at

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RE: Compare fields of two entities in bulk

Hello,

As for me, the easiest way is to use SQL and SSIS with KingsWay Soft adapters. Here is the approximate path:

1. Extract the data to on-prem or cloud SQL using SSIS with KingsWaySoft adapters.

2. Find your diffs to find the records that have to be updated using SQL queries.

3. Use SSIS to update the data.