For the latest updates to this post please visit the original posting here: Dynamics CRM Data Import – How to Use a Unique Field to Create a Relationship with Another Entity The out-of-the-box Dynamics CRM data import feature provides some great functionality, such the ability to create records , update existing records , and create attributes for an entity on the fly.
For many of us, getting clean data in CRM upon import is very important for user adoption . Many users’ accounts and contacts...(read more)![]()
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