In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to Excel. But what if you have a list of records that are not exported from CRM, and you want them to update CRM data? In this blog, we will discuss just how you might do that with a fancy workaround.
Using built-in functionality in CRM, this solution involves creating an entity and workflow combination. You will import your spreadsheet into the custom entity and then use a workflow to automatically apply your updates to the correct records. Once the tool is built, you can reuse it to quickly update your data.
Before getting into the details, this method works best if:
To demonstrate, we'll create a tool to update the address on accounts from a spreadsheet below containing new address information.
Step 1: Create a new entity. Add fields for each column of the spreadsheet with a look-up to the entity you are updating.
In this example, we will call the entity "Account Update" and place fields for Street 1, Street 2, City, State, and Zip, as well as a lookup to the account.
Step 2: Create a new workflow that triggers "on create" of your new entity.
In this case, the data will move from Account Update to Account. The completed workflow looks like this:
And to "View Properties" on the only step:
Step 3: Perform the update
Now that we have created the tool, all we need to do is import our spreadsheet into the Account Update entity, and watch the update go. Two important reminders when doing the import:
1. When performing the actual update, make sure you map the data to your new entity, which in this case is the Account Update entity.
2. When mapping your fields, make sure you're setting the look-up on your update entity to use that unique field on the record you're updating. In this case, I'm setting the account lookup on the Account Update entity to use the Account Number as the key.
Expanding your solution
Once you have built your basic solution, you can include more complex logic depending on your specific challenges.
There you have it—some things to think about when updating records in your CRM.