CRM 2011 - Set Lookup Value with just Name
Question
I have huge amount of records in Excel and have to tranfer those records to CRM. Some of them are lookup value. I just have got their "Name's", not ID's. Is most efficient way; first retrieve Record ID from Name, then transfer? Or is there any another possible way?
Thanks a lot!
1 answers
solution1
0 2014-12-15 20:14:41
You can use the import data functionality which CRM provides out of the box. Be sure to map the names with the name value of lookup.
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