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Editorial Team
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Asked: 2026-05-27T05:11:47+00:00

We currently have a system that have contacts in it. It will be mapped

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We currently have a system that have contacts in it. It will be mapped to the contact entity in Dynamics. Each of the contacts have an address history (Yes, some of them moved in the last 20 years).

We are soon to import the old system in Dynamics, and I am wondering how can I import a contact address history. Let assume I have user ‘John’ :

| Name | Address    | LivedThereFrom | LivedThereTo |
-----------------------------------------------------
| John | 123 X road | 2005           | 2008         |
| John | 123 Y road | 2008           | 2010         |
| John | 123 Z road | 2010           |              |  ==> Current address

So I will import ‘John’, then (with audit activated on addresses) import his address from 2005 to 2008, then update it’s adresse to ‘123 Y road’, then finally update it to ‘123 Z road’ to have the full history available in Audit.

The problem is the following : How can I ‘tag’ those adresse from 2005 to 2008, 2008 to 2010 and then ‘current’… I thought of using the ‘created_on’ field in the Audit table to help me, but there seems to be no way to modify that data (except going directly in the database and lose Microsoft’s support on the product).

Thanks

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1 Answer

  1. Editorial Team

    If the client insists on through the product, then then another option is to import the addresses multiple times.

    Setup

    a) Turn on Auditing for the entity.

    b) Add a new field to store the Date in which the Address was first used (Address Commencement Date)

    Import

    a) Import all Customer’s oldest addresses first, set the Address Commenecement Date to the LivedThereFrom date

    b) Export the addresses and make it available for re-importing.

    c) Update the valyues in the spreadsheets based on the next available LivedThereFrom for that Customer. Hint: Convert the exported spreadsheet to XLSX first. Use formulas to work out which ones to replace.(e.g. VLOOKUP) If really large spreadsheet then may need to split to enable re-importing under 5MB limit. Could use ROW_NUMBER function in SQL to get a list of next addresses to update from your source system.

    d) Continue doing c) until all records are loaded

    In the Audit history you will see the the date which the new Address became active with the Address Commencement Date.

    If they don’t mind the direct database approach I’d go straight for the audit tables

    Good luck.

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