Update MS CRM data via Excel using the Import Wizard
March 15, 2011 by Geron Profet · Leave a Comment
Did you know that you can use the standard Import Wizard in MS CRM to update records in the database?
You can update CRM data by exporting records to Excel, making your desired modifications in Excel, and then re-importing them back into CRM and update the records instead of creating new ones. This can be done in a few easy steps by exporting your data to a dynamic worksheet and doing some minor modifications of the data set before making your changes.
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Notes and considerations:
- Successfully tested today on MS CRM 4.0, update rollup 13.
- Although the product Help file still regards this feature as available, I consider this an unsupported feature. Use the above method at your own risk.
- A record will not be updated if it has been changed in Microsoft Dynamics CRM 4.0 after it was exported.