Question

While importing csv data in dynamics 2011 online, is there any option of updating existing entities instead of creating new ones ?

For example, I have certain custom fields on the Lead Entity (each lead is identified uniquely by email).
At some point, an attribute of a lead changes.

Can this new value be imported via csv, also maintaining the other existing lead attributes ?

Thanks.

Answer 1

What you can do is get Dynamics to provide you with an xml file of your data which you can edit and re-import with changes.

• Open advanced find and locate the record you want to change some
  values of
• Add the appropiate columns you want to edit
• Click “Export” in the ribbon
• Check the box “Make this data available for re-importing…” and
  click Export

Now you are free to edit your records(s) in an xml file (Excel works nicely) which you can update and then import as standard via Data Management > Imports > Import Data.