更新 csv 导入上的实体(dynamics crm 2011 在线)

发布于 2024-12-29 19:28:00 字数 198 浏览 3 评论 0原文

在在线 Dynamics 2011 中导入 csv 数据时,是否有更新现有实体而不是创建新实体的选项?

例如,我在潜在客户实体上有某些自定义字段(每个潜在客户均通过电子邮件唯一标识) )。 在某些时候,线索的属性会发生变化。

这个新值可以通过 csv 导入,同时保留其他现有的潜在客户属性吗?

谢谢。

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.

如果你对这篇内容有疑问,欢迎到本站社区发帖提问 参与讨论,获取更多帮助,或者扫码二维码加入 Web 技术交流群。

扫码二维码加入Web技术交流群

发布评论

需要 登录 才能够评论, 你可以免费 注册 一个本站的账号。

评论(3

寄离 2025-01-05 19:28:00

您可以做的是让 Dynamics 为您提供数据的 xml 文件,您可以编辑该文件并在更改后重新导入。

  • 打开高级查找并找到您要更改的记录
    的值
  • 添加要编辑的适当列
  • 单击功能区中的“导出” 选中
  • “使此数据可用于重新导入...”框并
    单击“导出”,

现在您可以自由编辑 xml 文件中的记录(Excel 效果很好),您可以更新该文件,然后通过“数据管理”>“标准导入”。进口>导入数据。

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.

迟到的我 2025-01-05 19:28:00

就对您所要求的内容的本机支持而言,Spenceroni 的答案是正确的(编辑:以及 IE9 可以带您)。不过,要通过 CRM 客户端处理外部 CSV,您必须自行读取 CSV 并进行更新。我可以想到一种方法来做到这一点:

  1. 在站点地图中创建一个专门用于从第三方源导入 CSV 的部分,或者如果您喜欢冒险,则专门用于所有通用 CSV 导入。
  2. 创建一个 Web 资源,提示用户在客户端计算机上选择一个文件。要开始此操作,您可以参考SO答案“未来就在这里!”。
  3. 通过 HTML5 File 对象读取所选文件,并通过 JScript CRM 调用处理对 Lead 的更新。要通过 C#/VB.NET 处理更新,您可以参考 SO 问题“从 Ribbon JScript CRM Online 2011 调用 C# 代码”及其接受的答案。
  4. 将站点地图指向您的网络资源,这样就可以了。

编辑:忘记添加它来处理任何此问题,您需要升级到 IE10 预览版(!)。或者等到 CRM 2011 发布

Spencerooni's answer is correct so far as native support for what you're asking (edit: and as far as IE9 can take you). To handle external CSVs via the CRM client, though, you will have to do the reading of the CSV and the updating yourself. I can think of one way to do this:

  1. Create a section in your site map devoted specifically to CSV imports from this third party source, or if you're feeling adventurous, devoted to all generic CSV imports.
  2. Create a web resource where you prompt the user to select a file on the client machine. To get started on this, you can reference the SO answer "The future is here!".
  3. Read the selected file(s) via the HTML5 File object and process the updates to your Leads via JScript CRM calls. To process the updates via C#/VB.NET, you can reference the SO question "Call C# Code from Ribbon JScript CRM Online 2011" and its accepted answer.
  4. Point the sitemap to reference your web resource, and that should just about do it.

Edit: Forgot to add that to handle any of this, you'll need to upgrade to the IE10 Preview(!). Or wait until CRM 2011 gets multi-browser support. Whichever comes first.

稚然 2025-01-05 19:28:00

您可能想看一下这篇文章,它解释了如何使用Powershell中的CRM的OrganizationService根据.CSV文件为您进行更新(从它的外观来看,它应该也适用于CRM2011):

MS CRM 2015:批量更新数据使用Powershell

You might want to take a look at this article, which explains how to use CRM's OrganizationService from Powershell to do the updating for you based on a .CSV file (by the looks of it, it should apply to CRM2011 as well):

MS CRM 2015: Bulk update data using Powershell

~没有更多了~
我们使用 Cookies 和其他技术来定制您的体验包括您的登录状态等。通过阅读我们的 隐私政策 了解更多相关信息。 单击 接受 或继续使用网站,即表示您同意使用 Cookies 和您的相关数据。
原文