Update Data Using Excel Re-Import in Dynamics 365
If you want to make changes to your data, one method is to exporting data into an Excel file, clean up your data locally, and then re-import the data back into Dynamics 365.
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If you update data using Excel Re-Import, there are a few things you should keep in mind:
- Even though you’ll save the file you export from CRM to your local drive, do not reuse it. Make a new export for each import you plan to do. The exports are for one-time use only.
- All the unique identifiers for a record are stored in the first three columns of the Excel sheet. These are hidden. Do not attempt to change data in these columns, or CRM will not know which record to update.
For more details and a walk through on how to update data using Excel re-import in Dynamics 365, refer to this blog on how to mass edit records using Microsoft Excel.
Beyond the Basics
If you want a more formal introduction to Dynamics 365, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.