Customer Engagement & Dynamics CRM Forum

Open in Excel online- function when trying to update fields

  • 1.  Open in Excel online- function when trying to update fields

    TOP CONTRIBUTOR
    Posted 18 days ago
    Does anyone use this option to update fields in CRM? I used to have no issue but now things are not working.
    I wanted to import all accounts where a unique ID was missing (for some reason it didnt work on my previous project and I have to back track) so I imported all active accounts that had no data in this unique id field. I populated it with data on the open in excel online option and then when I went to import that data back I received a ton of errors saying duplicates exist etc.. but all I was doing was updating a field - same thing I did using excel online last time.

    that is the only way I have ever imported things in CRM- am I doing it wrong? the issue is I need this unique id field on these records- part of the issue is that we have multiple accounts same name in diff locations so I need to make each record unique with these ids.

    help!

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    Heather L
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