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I need to create a view of about 1400 of our contacts from a specific area. I was wondering if there was any way i could use an excel sheet to create that view as I really do not want to manually add them. Is there anyway to do this through the API? Or is there a way to use any of the administration tools to accomplish this?
Cheers!
Hi Partner,
Based on you description: if there was any way i could use an excel sheet to create that view
My understanding is that you already have an excel with 1400 contacts, and now you want to create a specific view for the contact records in this excel?
If so, you can create one custom field as flag on the contacts, then using power automate to update the flag field based on excel.
You can refer to the following thread:
Best way to compare Excel data against Dataverse data? - Dynamics 365 Sales Forum Community Forum
Finally, you can use the custom flag field as condition to filter view.
Hi Aidan Rosamond,
It sounds like you have a method for identifying the 1400 contacts given that you already know the number of contacts. How are you currently locating these records in your Dynamics 365 system? There are likely to be some fields or features you can use to help you narrow things down for at least some of the contact records.
That would be ideal but how do I filter out the contacts when they have no common features/fields?
Hi Aidan Rosamond,
The best approach is to create a new contact view and edit its filter criteria so only the 1400 contacts from the specific area are displayed.
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