更新 csv 导入上的实体(dynamics crm 2011 在线)
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.
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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。
的值
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.
values of
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.
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:
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。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:
File
object and process the updates to yourLead
s 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.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.
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