Bulk update records

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Posted on by TWS - PVB

Hello,

I have found out how to bulk import contacts and also how to bulk delete contacts in Dynamics Marketing CDS. But I'm still strugling how to bulk update contacts...

Case : I have imported 5000 contacts. I now have a separate excel list with 400 of these contacts for which I would like to put the field 'donotemail' to TRUE.

Through Powerapps it seems that I only can import records and not update them. From the marketing program I can use Excel online to manually editing records. Also from the marketing program I can export data in Excel but I don't know how to re-import it after I changed it....

So I think I'm missing something here....

Thanks for any help.

Peter

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Samuel Boulanger 572 on at

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Hi Peter,

The only way of updating records in CDS is by exporting the contacts, make the modifications to the exported excel file then re-import them. CDS use the GUID which is in a hidden column to determine which contact to update. You'll have to:

Create a personal view with the columns you which to update

Export it

Update the records without deleting columns or renaming headers

Re-import it

You would probably have to use VLOOKUP to do a reconciliation between both of your excel files.

Hope it helps.

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TWS - PVB 95 on at

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Hi Samuel,

Thanks for your response. The problem is : I can export in XLS format but I only can import in CSV. I would expect that I could export xls, change info and then import it back....

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Samuel Boulanger 572 on at

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Hi Peter,

Actually if you click on the Import from excel button (Not the down arrow), you will be able to import from an excel file directly.

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TWS - PVB 95 on at

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Hi Samual,

Thanks for your reply. I really did't see that...shame on me !!

Peter

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Samuel Boulanger 572 on at

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You're welcome ;)

I just released a video on my youtube channel showing the differents method to import data in D365. Feel free to take a look !

www.youtube.com/watch

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Zheng Lai 5 on at

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Excellent video, thanks for sharing it!

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