Update missing static data

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Posted on by MA-05031851-0

Hi. We have a CRM that has missing static data on 2,000+ opportunities. We have created a spreadsheet with all the missing data that includes the GUID of the opportunity.

I'm struggling to work out how to export the records form CRM, do a lookup to find the data to replace and then reimport it.

I tried exporting the dataset with issues to Excel online which is fine if you are manually changing records. However there seems no way to also open the correction workbook and then do a vlookup across the 2? There is no open file option I can see

so is there a method to export the data offline, in excel desktop app perform the corrections and then reimport that saved file back to CRM without creating duplicates? If I export a static worksheet and unhide the columns i see the GUID in column A so is that all it needs to be reimported and change the records?

Thanks for any advice

Mike

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Dynamics 365 Customer Insights - Data

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Tom_Gioielli 2,291 Super User 2025 Season 2 on at

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Update missing static data

You can definitely do this, it just takes a few steps.

Open your view in CRM that contains all of the columns you need. This should include ID type columns for matching and the empty columns where you are populating information

In the top ribbon, select "Export to Excel" and select "Static Worksheet" as your option. This will download an excel workbook that you can open locally on your computer.

Use this, along with your other workbook, to do the Vlookups and populate your missing information

IMPORTANT NOTE: Before trying to reimport, make sure that you update the cells where you are updating data to remove the formula. CRM will read the formula value and not the result. I typically will do a "Copy", then "Paste Values" of the cells in question to make sure only the final result remains

Go back to CRM, and to your table. Click on "Import Data" and select your file. Because the exported data includes timestamps and GUID for the rows being updated, no new rows will be created

Import data and control how duplicate records are identified - Dynamics 365 Customer Insights | Microsoft Learn

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