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Wednesday, July 18, 2018

How to update the CRM with the data of Excel sheet  by using oob features of CRM (Import, Workflows etc.)?


  • You can use the AdvancedFiend feature to select records of interest.
  • Query the expression and run the results.
  • Export them via the Export feature to Excel (enabling the option "Make this data available for re-importing by including required column headings").
  • Update cells in the Excel sheet.
  • Import that sheet once again with the Import feature of Dynamics CRM.
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