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Update fields in existing contacts without duplicates or merge duplicate contacts massively

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Posted on by 30

Hello.

I would like to ask how to update some fields like County in existing contacts by importing a file and not as individual changes. 

Is there a way of doing this? 

Also, if not how could I merge the contacts massively after importing duplicates?

Thank you

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Update fields in existing contacts without duplicates or merge duplicate contacts massively

    Hi Partner,

    Have any updates?

    Please feel free to contact me if you have any questions!

    Could you click 'Yes' under title to close the thread if my answer is helpfu!

    Thanks in Advance! :)

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Update fields in existing contacts without duplicates or merge duplicate contacts massively

    Hi Christina,

    If you want to update existing records not create new records, you can refer to the following ways

    1.Export and Import:

    https://carldesouza.com/updating-dynamics-365-records-using-export-and-import-with-excel/ 

    Open the download excel, hidden columns store record identifiers of each of the exported records, which allows you to update records instead of creating new ones.

    pastedimage1676430968258v1.png

    pastedimage1676431118538v2.png

    2.Excel online

    https://dynamics-chronicles.com/article/edit-data-excel-online 

    pastedimage1676431287505v3.png

    3.Excel Add/In

    https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-excel-addin 

    pastedimage1676431527042v4.png

    ================================

    Bulk Merge Duplicate records:

    www.powercommunity.com/.../

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