Updating Dynamics 365 Records using Export and Import with Excel

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Following on from a previous example, we can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. To do this, select the records you would like to export in Advanced Find:

Export:

 

Open the downloaded spreadsheet and make an update to an account:

Save the Excel file. Create a new Import in Dynamics 365 under Data Management->Imports:

Select No to Allow Duplicates:

Click Submit to run the import. It will show the one updated record as successful:

Confirm in Dynamics 365 the record has been updated:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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