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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customer Data Imported...
Microsoft Dynamics CRM (Archived)

Customer Data Imported successfully but with missing identities

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Posted on by Community Member

Dear All,

The Customer data into CRM has been completed successfully but with missing identities, So do we have to manually update/edit each customer record with relevant details ??? or is there a easy way out to finish this task.

We are using MS CRM 2016 On Premises Version 

Regards,

Hari

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  • Community Member Profile Picture
    Community Member on at

    This refers to IMPORT from another third party existing software currently being used...

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    What do you mean by missing identity? Didn't you import all fields? If not, you can still export all customer records (with just the identifier and columns that you need to populate) make changes and import back to update records.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi , here is a workaround

    You can create an on demand workflow , that check the identity field and then fill it , for that ,

    1- create a custom entity "temp"

    2- import the data again to this entity and make sure that you have the identity field filled

    3- in your workflow , if customer name or any other filled equal the customer name in the temp entity

    then -> fill the Customer ID with the Temp ID

    Finally -> select all customer records and run you on demand workflow

    thanks .

  • Community Member Profile Picture
    Community Member on at

    Thank you Vikas for your quick action and update will advise IT to do so and lets see this works...

    Regards,

    Hari

  • Community Member Profile Picture
    Community Member on at

    Thank you Mr.Rao  for your advise and Suggestion will share the views with our IT Group to work as suggested and see if we can achieve the best results...

    Regards,

    Hari

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