I have a list of contacts in another program that we need to upload to Dynamics 365 CRM Sales that is mixed some exist (duplicates) and some don't (are new). We determine unique record by email. This is a simple, or you would think, match list on email address and append or upload new. However, as you who know. It is not.
All we are trying to do is to:
1. Upload contact not in the system with basic info: First Name, Last Name, Account (match or add new), email , phone number, YES=EXTCONTACTLIST (two opiton field to ID them as external as well). This works if you don't care about duplicates or want to manually update duplicates later), but we have a mix of of also existing relationships (contacts) in this list say 250 exist of 1000 records so we also want to
2. Append from an upload or ????? existing contact records to just add the YES to the EXTCONTACTLIST to those record without sorting them ahead of time (manually or outside with a third party tool/query; I've done it in PowerBI but don't want the geeky extra step).
I need a friendly solution to have an excel or similar upload sheet that matches the existing (duplicates) or adds the new contact records from a single excel file upload without sorting or knowing which is new or not.
I am assuming I can upload this whole mixed list to custom entity and workflow (or ideally more current a Flow) to manage the new/existing updates from related fields?? All we really need is the EXTCONTACTLIST field to be turned to YES for the existing (duplicates) and add the new contacts.
This is an separate system that continues to add/login new contacts so we need an ongoing way. I thought about loading them all to leads as well but this is still manual so I want something that can be run in bulk to sort not individually. These contacts orginate outside the system so I also cannot just download, append and upload the existing (no match to know which ones to download). I realize I can match them outside the system but want a solution easy for the user to upload to dyanmics and it does the rest.
I having trouble finding such an outline. Thanks in advance.
