Exporting internal updates to a new note

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Posted on by CC CTX Dynamics

I am trying to export out all the text in the internal updates field (free text field) and import into a new note. There are many old comments that we don't want showing up in our reporting.

I may have to do this as a 2 part process:

1) export the internal updates (I want to effectively remove all updates/comments and have the field blank

2) Import as a new note

Ive exported the internal updates & removed (&save to another spreadsheet) but when I got import it duplicates the project record. Also I am unable to bulk create the new notes.

I'd like to do this in the D365 web interface but if not, happy to look at alternatives.

Thanks so much D36 community

Chris - Cenitex

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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Exporting internal updates to a new note

Hi,

Check below article to import bulk notes in Dynamics CRM for web interface.

xrmdynamicscrm.wordpress.com/.../

Please mark my answer verified if i were helpful