Excel

Update Dynamics 365 for Sales data with Microsoft Excel

T Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)  using Excel. Modifications can be made if the record being updated has not been modified between your change and the re-imported data.  Similar to the bulk edit function in advanced finds, this method allows you to update multiple records at once. In contrast to the bulk edit function, you can modify more than the 250 record max in the advanced find. The following steps will save you a lot of time if you need to update many records at once. Procedure: Let's use the example [...]

By | 2018-02-23T19:00:36+00:00 October 9th, 2017|Uncategorized|0 Comments