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Microsoft Dynamics CRM (Archived)

Data Re-import not working

Posted on by Microsoft Employee

Hello,

 

When I click on the Export To Excel button from the accounts search screen, I do not see the option to ‘make this data available for reimporting’I only see static worksheet, dynamic pivot table etc. I basically want to export some records, update one particular field and then reimport the records. So I do not wish to create new records rather just do a mass update. I have system admin rights so should be able to do everything in the system. I have found that when I try to import the spreadsheet back new records are being crated rather than updating the one field. Columns A-C which contain the GUID etc are on the spreadsheet I want to reimport.

 

Any guidance would be appreciated.

 

Thanks

JazB

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Data Re-import not working

    Thank you, that has worked.

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Data Re-import not working

    Hi, thats the new design. You just need to click on dynamic worksheet (with whatever columns you need) modify and re-import. there would not be any duplication. If you will check this excel sheet, first three columns are hidden containing unique info about each record.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Data Re-import not working

    hi,

    i have exported the records from opportunity entity and reimported by updatting field , i doesnt create a duplicate record

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