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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Updating fields in Acc...
Microsoft Dynamics CRM (Archived)

Updating fields in Accounts through Import

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Posted on by Gylfi Aron 1,280

Hi, 

I have to manually update 3 Revenue fields in Accounts every month - what is the best way to do this?

I find that it is too time-consuming to export all of the Accounts with an intent to import again because I have to link the new Revenue fields with the Company Name in Excel.

I thought I would be able to just import 3 fields into CRM using Company Name as a look-up field so that the correct Account is changed:  Revenue1, Revenue2 and Revenue3.  But when I do this, CRM finds a duplicate and asks me if I want to create a NEW Account or skip import.

 

What is the best way to do this?

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  • Royal King Profile Picture
    Royal King 27,686 on at

    Why can't you schedule workflow to update revenue for every month rather manually updating it. If the revenue value is based on some business logic build that logic with custom workflow and schedule that workflow to run every 3 months to run and update records.

    You can find below post that explains how to schedule a workflow . There are many ways to achieve this but below post is simple and easy to implement

    community.dynamics.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise.aspx

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    The revenue values come out of a client booking/accounting system that we use called SAP. Currently, there is no link between CRM and SAP, therefore I have to import these manually I would assume. These revenue numbers are constantly updating in SAP but as far as CRM goes, I just want the monthly totals to appear there.

    I am familiar with workflows in CRM but it seems that I can´t do one with this, unless there was a link between SAP and CRM.  But in my case I would have to use EXCEL to import new data I would think.  Am I understanding this right?

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    See picture below see how I have the Revenue fields set-up in CRM.  These numbers are put in manually now.

  • Royal King Profile Picture
    Royal King 27,686 on at

    if you have api to retrieve data from SAP still you can use crm Action to update data back to the system with workflow

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    What is API?  So your saying if I have a list of updated data in an EXCEL document that CRM can sync with this document to update the appropriate fields through a CRM action?

    I am not familiar with this part of CRM. Can you please explain in more detail...

    Just out of curiosity, how about the alternative:  Is there no way to manually update these revenue fields in a easy way without a Workflow and/or Exporting out of CRM and Importing again with new data?

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    Hi,  Did you get a chance to look at it again?

  • Royal King Profile Picture
    Royal King 27,686 on at

    If you are familiar with SSIS you could use Kingsoft SSIS Component to update these values easily on monthly basics  to crm.Take look the belwo url they have free version if you use it within your Development environment.

    www.kingswaysoft.com/.../purchase

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    Thanks, I will try this.

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