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dear all
i need to add a prefix to a set of existing contacts, for example :
current contact name is : John Smith
i need to make it : xyz-John Smith
how to do this in bulk for hundreds of contacts.
thanks,
you can export the field to excel - make the change and then import the changes. I do not know any way to do this from within D365 unless you right some kind of script.
thanks
but this may now in my situation. because reimporting data means that i should remove it first, which is not doable because these contacts are linked to many other records in different entities.
Why do you have to remove? If you export it via dynamics it keeps the GUID and re-imports with the changes
https://dyn365pros.com/2018/04/18/update-data-in-dynamics-365-using-excel/ is one step by step info.
You can do this by workflow and run your workflow on all the contact records, using workflow manager , check my post for the same: http://himbap.com/blog/?p=1244
thanks, but how re-import will work if data is not removed, all records will fail in import due to the keys on this entity.
ok, how to do this workflow? can you elaborate?
I mean, you can create an on demand workflow to have prefix using update steps for example here I am prefix before the first name
thanks, what if i want to remove the prefix? how to do it?
because this prefix may change later according to some business rules.
thanks.
you should be able to that again with workflow/custom workflow or export it and re-import after updating it.
i appreciate if you can give me a hint how to remove part of a string using a workflow.
also for the export, do you mean the regular export function in each entity views? if yes, do i have to make a view that includes all fields and then export it? or there is another export function that i am not aware of.
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