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Старый 21.01.2022, 19:11   #1  
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crmtipoftheday: Tip #1425: Dataverse CSV import using alternate keys
Источник: https://crmtipoftheday.com/1425/data...alternate-keys
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Today’s tip is from Alex McLachlan (@alex_mcla), saving the day (no kidding – I used it the very next day after receiving the tip). You can be a hero too by emailing your tip to jar@crmtipoftheday.com!

With the classic import experience, you couldn’t use a CSV import containing an Alternative Key column to update existing records. See (2) Update existing records on import (using alternate keys – account number)??? – Microsoft Dynamics CRM Forum Community Forum

Now with Import from Excel > Import from CSV gives:

Selecting the Alternative Key then allows update of existing records in the CSV file. The Alternative Key needs to be included in the Data Mapping.

Tîpp Jäår $0.02 + GST

If you’d like to consume a video, Power CAT team has one just for you:  Easier Imports With Dataverse Alternate Keys – Power CAT Live – YouTube.

Cover image by hudsoncrafted | Pixabay



Источник: https://crmtipoftheday.com/1425/data...alternate-keys
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