Hello,
A challenge I face at the moment is a question of mass data updating. Due to the size of the record data that must update, doing each record by hand or by a team is not entirely feasible.
We're often looking at updating one or two fields, such as number of calls or emails sent, or more prudently something like contact information. The default method in CRM 2013 appears to be manual data merging or updating each record by hand, but could something like an XML upload help update instead? An idea I've thought of but haven't been able to test yet is this: Upload an XML with the 'newer' record information and then have a Workflow pull from this new record and update the oldest (original) records with it. Once that is done, simply delete the new records by hand (Workflow automated deletion scares me so I prefer it by hand at the moment).
Would something like that be feasible? Or perhaps there is a more elegant solution I am unaware of? Thus far from what I've researched, most direct me towards buying Plugins or special software to meet these needs in the CRM. I'm not 100% certain that is the only way quite yet.
Thank you for your time.
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