Exporting records using filter with multiple (OR) values, efficiently

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Posted on by Community Member Microsoft Employee

Hello,

I'm trying to export specific records so I can change their values. I'm trying to update the appointment status in my appointments table of specific patients based on their Medical Record Number.

What I'm using now is the "Advanced Filters". It's useful to filter only 5-10 patients based on their MRN. 20 to 30 is exhaustive.

There might come a time that I need to get appointments from 5000+ patients, maybe even more.

Is there a more efficient way to export these records?

I've tried using FetchXMLBuilder from XrmToolbox. I can get the data easily there but I proved unusable because it does not have the first three columns for re-importing.

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Community Member Microsoft Employee on at

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RE: Exporting records using filter with multiple (OR) values, efficiently

Hi JoeyLP,

Thanks for sharing!

It seems that using Bulk Data Updater is indeed a good way:

Updating Bulk Data using the Bulk Data Updater in XrmToolbox - Carl de Souza
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Community Member Microsoft Employee on at

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RE: Exporting records using filter with multiple (OR) values, efficiently

Hi ,

I think I would've went for this if I haven't seen the Bulk Data Updater in XrmToolBox.

To those who needs help, this is my solution. Bulk Data Updater also works really well with FetchXML Builder which is the tool I use (and is also familiar) to filter most of my records. If you don't see the Bulk Data Updater, you may need to install it first.

(1) Select the data using FetchXML Builder

(2) Return the FetchXML data gathered by the tool

(3) Select the attribute that needs update

(4) Add the attribute, then update records

This is the basic explanation of what I did. Very fast and easy. If you need details or help regarding this, let me know. I'll be more than happy to help.

Plugin validations will need to go through here, if you have some.
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Community Member Microsoft Employee on at

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RE: Exporting records using filter with multiple (OR) values, efficiently

Hi JoeyLP,

Maybe you can create a workflow to update selected appointments status based on patient's MRN.

-Using 'Check Condition' step to filter records, and 'Change Status' to update status.

Then use Bulk Workflow Execution to run an on-demand for a view in the XrmToolBox.

No more being limited to mass updating only 250 records at once in Dynamics 365

How to Bulk Update CRM Records Using the Bulk Workflow Execution Tool | PowerObjects
Community Member Microsoft Employee on at

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RE: Exporting records using filter with multiple (OR) values, efficiently

[quote user="Bipin Kumar"]
Hi,

why not use Advanced find to export your records?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
[/quote]
Hi,

From my understanding, Advanced Find and Advanced Filters functions are almost identical, so I'm unsure how to it differently. Is there another way I can use Advanced Find aside the screenshot here?
Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Exporting records using filter with multiple (OR) values, efficiently

Hi,

why not use Advanced find to export your records?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/