Update any number of entity records in dynamics CRM using Microsoft Excel Online 

There are many ways to update multiple records of a dynamics CRM entity, in this blog let’s see one of the easiest and faster way to do it that is by using excel online. 

Let’s consider an example, let’s say you have a fixed number of account records and you manually want to update the account number. 

Step 1: Go to the entity’s home page who’s records you want to update. 

Step 2: On the All-Accounts view (or any view) clicks on edit columns and add the columns as which you want to update in my case it is Account Number. 

Step 2 : Once your view is ready click on Export to Excel Button on the top left and select Open in excel online. 

Step 3:  This will open all your accounts in an excel sheet in a pop-up window. 

Step 4: Now you just need to update the columns which you want to update and hit save (I am adding all the account numbers). 

Step 6: You will get a Popup about your data being submitted for import, hit Track Progress. 

Step 7: You will see your data has been submitted for updating and is parsing. (It will take couple of minutes to hours depending upon the amount of data you have submitted keep refreshing to see the progress of the records). 

Step 8: Once the import job is completed you will see how many records were created successfully and how many failed or partially failed. You can open the import job and check failed entries, correct the entries and re-import (All my reports where successfully updates) 

Failed records (Sample from some older imports) 

All the successfully parsed records will be updated in your system. 

Before Update:  

After Update:  

Hope this helps! 😊 

I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudFronts.com.