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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mass Update to Subject...
Microsoft Dynamics CRM (Archived)

Mass Update to Subject Titles

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Posted on by crmrsw15 685

Hi,

I need to update hundreds of subject titles/names, which could take hours and prone to human error. Therefore, I want to find an automated way of doing this.

I wondered if it would cause any problems if I mass updated them using SQL against the subjectbase table? 

Alternatively, is there a way of editing the subject names by way of uploading an Excel spreadsheet?

Any other ideas would also be welcome!

Thanks,

Richard

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  • Suggested answer
    Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at

    Hi,

    One way is you can export data in excel. Make changes of subject line in excel and re import that file to crm.

    Through excel import export, this can be achieved

    Regards,

    Rutul

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    There doesn't appear to be any way to export the subjects?

  • ansrikanth Profile Picture
    ansrikanth 3,115 on at

    One option could be, write a simple console application. Retrieve all subjects, push them in to kind of CSV file along with ID, Do the changes to the subject, Use update request to update back into CRM. Looks like that is the only option available for the situation. I don't suggest to update directly in database as it would be considered as unsupported.

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    Thanks for the responses guys.

    Does anyone know if updating the database directly would cause any specific issues?

  • crmprogrammer2013 Profile Picture
    crmprogrammer2013 2,665 on at

    Hi crmrsw15,

    Updating database is strictly prohibited.

    Thank you.

  • meenoo Profile Picture
    meenoo 7,316 on at

    Hi crmrsw15,

    I think you should definitely read this article.

    mileyja.blogspot.com/.../solid-reasons-not-to-do-direct-database.html

    As far as bulk updating, as Rutul Chauhan suggested, make changes of subject line in excel and re import that file to crm. That is the best way I'd suggest.

    Thank you.

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    Thanks for link Menoo.

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