Advanced Find for Multiple Equal Values

(0) Share

Report

Posted on by Community Member

Hi.

My ultimate goal is to mass edit a property for all the contacts in a list, which is based on matching contacts to an email address.

I have a list of many email addresses. The problem is that if you use the advanced find to find a contact with an email, CRM limits you to entering a single email address. It is not possible to enter, for example a comma separated list, from which all the contacts can be found that have an email address in the list. (I have too many email addresses to create an advance find with one line item per email address.)

Possibly, I may need to create a stand alone utility, similar to a plug-in, but not a plug-in, to iterate through a list of email addresses to change a property. Is there a better approach?

I may want to use a marketing list in order to create a record of such a mass update, but as far as I understand, that one again is dependent on somehow creating a list of contacts in CRM.

Any other ideas?

Thanks in advance.

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Jason M. Cosman 5,234 Moderator on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

Hello Matt;

I think I'd actually take a simpler approach to this then most as I'd like to keep it as simple as possible. I'd do two things first; I'd do your advanced find for all of your contacts and export with the ability to import to excel.

I'd take the excel list create a new tab and dump all of your emails you want to match. I'd then do a simple lookup on the email out of CRM to the list of emails. Filter on color and mass replace the property that you want to. Uncolor all and delete temp tab. Save and reimport.

Let me know what you think Matt!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

Jason

Are you suggesting that there is some way to export data from CRM into an Excel spreadsheet, using data in the spreadsheet as a filter? I don't think that is your suggestion, but I want to clarify.

Are you are suggesting that I export records out of CRM, use Excel functionality to remove the records that I do not want to change, change the records that are left and re-import them? If so, I still don't think that is the right approach. If I understand it correctly, that would amount to exporting ALL the contact records, over 100,000, just to modify several hundred. The subset of contact records that I want to retrieve are not grouped in a way in which I can conveniently use the Advance Find features.

Thanks,

Matt

Was this reply helpful? Yes No
Suggested answer

NatrajY 3,040 on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

There is no OOTB functionality to do this easily, AFAIK. I have developed a bookmarklet based solution to do this. Please refer dreamingincrm.com/.../advanced-find-and-in-condition

1. Open Advanced Find in a new window

2. Just use "Equals" condition with values separated by semi-colon.

3. Execute the bookmarklet

You should be able to bulk edit your results.

Was this reply helpful? Yes No
Jason M. Cosman 5,234 Moderator on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

Hello Matt given the sheet volumn of contacts your correct. Your best bet would be to make a simple application using the sdk that searches up and replaces based on your email.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

I made a temporary marketing list of the contacts and used that to build the query with Advance Find.

Was this reply helpful? Yes No
Suggested answer

crm development 870 on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

Hi Aard, I understand you have so many email addresses but if you want to achieve only with Advanced find then using 'OR' will be the best option. Also save this query for future use. Thanks.

Was this reply helpful? Yes No
Suggested answer

Kokulan 18,054 on at

Like (0)

Report

RE: Advanced Find for Multiple Equal Values

Hi

You could do this using a linqpad script.

Download latest version of linqpad

Add Dyanamics 365 SDK DLL references

Create your initial query using advance find and export FETCH xml and paste into XrmToolBox plugin FETCH XML builder and this will convert fetch to C# and copy that and paste into linqpad.

In a string variable set your comma sep values. Do a split by comma and get the values into string array and using a foreach loop add these values to query condition

Execute the query to get the contacts

Loop through the results and update records

If there are loads of records to update you can use ExecuteMultiple to batch your updates.

Let me know if you need any code example.

Was this reply helpful? Yes No