Customer Engagement & Dynamics CRM Forum

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  • If you are experienced with Dynamics 365 Sales, Customer Service, or Marketing and love sharing with the community, then now is your chance to step up and speak during Summit North America! The community is coming back together, in person , ...

  • Hello Ravi, The best way I have found to update existing records is to export your list of contacts as a "Dynamic Worksheet". Be sure to add the column(s) for the fields you want to update data for. This will add 3 columns to the exported file which ...

  • In case anyone is interested a talented dev I know created an alternative to Lattimer's String Utilities: https://github.com/michaelgappa22/StringUtilities Hopefully it helps someone! ------------------------------ Mike Cutlip RAMCO www.RAMCOAMS.com ...

  • Hello Ravi, Try to filter the contact you want to update in Advanced Find and export it. Make sure you include the column you want to update for that contact. Then work on the spreadsheet and add your edits and reupload. The hidden columns include ...

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  • Hi Ravi Depending upon what your duplicate record settings are checking for Contacts, there must be some entry in your input file that violates that. It could be checking a deactivated record also. In the input file results, it should tell you ...

  • It sounds like you are trying to update a contact that has a dupe (defined as two or more contacts with the same email address). Try this - create a chart in contacts as below. Any contact that returns more than one is a duplicate, and you need to either ...

  • I am trying to import some data to update existing contacts but keep getting the error " A record was not created or updated because a duplicate of the current record already exists . " If i import with selecting allow duplicates it create new records ...

  • Hello, I'd like to hear from the community about how the following features in Dynamics 365 (online) compare with Salesforce. It would be interesting to know if a feature exists out-of-the-box and if it doesn't what level of effort it might be to implement ...

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