{"id":22820,"date":"2020-02-10T11:14:12","date_gmt":"2020-02-10T11:14:12","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=22820"},"modified":"2022-06-13T13:16:52","modified_gmt":"2022-06-13T07:46:52","slug":"new-way-for-creating-and-updating-records-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/02\/new-way-for-creating-and-updating-records-in-dynamics-365-crm\/","title":{"rendered":"New way for creating and updating records in Dynamics 365 CRM"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p style=\"text-align: justify;\">We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The <a href=\"https:\/\/docs.microsoft.com\/en-us\/power-platform\/admin\/import-data-all-record-types\" target=\"_blank\" rel=\"noopener noreferrer\">Import Data<\/a> feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and <a href=\"https:\/\/docs.microsoft.com\/en-us\/powerapps\/user\/export-to-excel-online\" target=\"_blank\" rel=\"noopener noreferrer\">Excel Online<\/a> within Dynamics 365 CRM helps us to update the already existing records in bulk.<\/p>\n<p style=\"text-align: justify;\">Recently while working on the PowerApps I come across another method that is very easy to use and very helpful for the users who are used to working in Excel and who loves to work in the Excel sheets.<\/p>\n<p>Now, let\u2019s see this new feature available for us in PowerApps environment to create and update the records in mass.<\/p>\n<p><strong>What is the new feature for creating and updating records in Dynamics 365 CRM?<\/strong><\/p>\n<p style=\"text-align: justify;\">The new feature is called \u2018<strong>Edit <\/strong><strong>data in Excel<\/strong>\u2019. This is not just limited to Dynamics 365 CRM. As it is a part of the PowerApps Platform, it can be used for your other PowerApps Environments.<\/p>\n<p>Open and sign-in to <a href=\"https:\/\/web.powerapps.com\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/web.powerapps.com<\/a>. Select the Entities under the Data tab and then click on the entity that you want to work with the data. You will notice one button called \u2018<strong>Edit data in Excel<\/strong>\u2019.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22832\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1436\" height=\"392\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1436w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x82.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x210.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x280.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/1New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x180.png 660w\" sizes=\"(max-width: 1436px) 100vw, 1436px\" \/><\/a><\/p>\n<p><strong>How is it different than the Import Data Wizard, Bulk Edit and Excel Online?<\/strong><\/p>\n<p style=\"text-align: justify;\">The key difference between this new feature and other existing aforementioned features is, it allows us to not only update the records in bulk but also it allows us to create records on the go in Excel without navigating to anywhere else. It does not require to import the excel sheet in the Dynamics 365 CRM. With very few clicks you will get the updated data in the Dynamics 365 CRM.<\/p>\n<p><strong>When can we use Edit data in Excel?<\/strong><\/p>\n<ul>\n<li>The organization may have employees who are more comfortable with Excel or their job is only to create and update records in CRM of specific needs. As an Administrator you can provide them an excel sheet to work on. For example, you could provide an excel sheet of Leads (which will be connected to Dynamics 365 CRM environment) to a sales person to make updates in Dynamics 365 CRM.<\/li>\n<\/ul>\n<ul>\n<li>As a Dynamics 365 Administrator you many want to test your business processes by creating different sets of records in the environment. You can also use this feature to create and update records in Dynamics 365 for testing purpose.<\/li>\n<\/ul>\n<p><strong>Prerequisites<\/strong><\/p>\n<p style=\"text-align: justify;\">In order to use this, you must have \u2018Microsoft PowerApps Office Add-in\u2019 installed. Go to Microsoft AppSource and search for \u2018Microsoft PowerApps Office Add-in\u2019 and install.<\/p>\n<p><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/office\/WA104380330?src=Office\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/appsource.microsoft.com\/en-us\/product\/office\/WA104380330?src=Office<\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22831\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1419\" height=\"718\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1419w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x152.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x389.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x518.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/2New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x334.png 660w\" sizes=\"(max-width: 1419px) 100vw, 1419px\" \/><\/a><\/p>\n<p><strong>How <em>Edit data in Excel<\/em> works?<\/strong><\/p>\n<p>In this blog, I will illustrate this feature by taking an example of Lead entity data.<\/p>\n<ul>\n<li>Open and sign-in to <a href=\"https:\/\/web.powerapps.com\">https:\/\/web.powerapps.com<\/a> and select Data under the Entities tab. From the list of entities, then select the Lead entity and click on \u2018<strong>Edit data in Excel<\/strong>\u2019 button.<\/li>\n<\/ul>\n<p>This will download the excel sheet. \u00a0If you are not able to see the entity, then change the filter to all.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22830\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1388\" height=\"392\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1388w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x85.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x217.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x289.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/3New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x186.png 660w\" sizes=\"(max-width: 1388px) 100vw, 1388px\" \/><\/a><\/p>\n<ul>\n<li>Open the downloaded excel sheet. Sign-in to Dynamics 365 CRM using Common Data Service user account in Microsoft PowerApps Office Add-in.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22829\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1431\" height=\"851\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1431w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x178.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x457.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x609.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/4New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x392.png 660w\" sizes=\"(max-width: 1431px) 100vw, 1431px\" \/><\/a><\/p>\n<ul>\n<li>On successful sign-in you will get the below options in the add-in panel.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22828\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1418\" height=\"655\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1418w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x139.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x355.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x473.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/5New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x305.png 660w\" sizes=\"(max-width: 1418px) 100vw, 1418px\" \/><\/a><\/p>\n<p><strong>Source:<\/strong> Defines the source of the Data. In this case Lead entity data is the source.<\/p>\n<p><strong>Field:<\/strong> Defines the column which I\u2019m on. In this case the Field showing \u2018Last Name\u2019 as I\u2019m on the \u2018Last Name\u2019 column\u2019s row cell.<\/p>\n<p><strong>New: <\/strong>Adds a new row in the table which you can use to create new entry and save that entry as a new record in the Dynamics 365 CRM.<\/p>\n<p><strong>Refresh:<\/strong> Refreshes the data in the Excel sheet. It retrieves the new changes from Dynamics 365 CRM and reloads the excel sheet with updated data.<\/p>\n<p style=\"text-align: justify;\"><strong>Publish:<\/strong>\u00a0 Push the changes made in the excel sheet to Dynamics 365 CRM. You can make changes in your data in Excel sheet and once you done with changes and confirms the data, use this button to commit all the changes in Dynamics 365 CRM.<\/p>\n<p><strong>Filter:<\/strong> Apply filter on the data present in the Excel sheet. By default, \u2018AND\u2019 condition get applied. Use \u2018Refresh\u2019 button to reload the data based on the condition added in the Filter window.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/6New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22827\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/6New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"417\" height=\"624\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/6New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 417w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/6New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-200x300.png 200w\" sizes=\"(max-width: 417px) 100vw, 417px\" \/><\/a><\/p>\n<ul>\n<li>Create new record and update existing records: Go to the cell in the excel sheet that you want to edit the data for. We can set every types of field i.e. text, multiline, money, datetime, Lookup, owner, optionset etc.<\/li>\n<\/ul>\n<p>For optionset you will get available options to select in the add-on panel. For owner and lookup field you will get the list of records of user and records of the related entity in the add-on panel.<\/p>\n<p><strong>Optionset:<\/strong> Select the option from the list to select the new value for optionset type of field. Same applies for Boolean type of field.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22826\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1439\" height=\"232\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1439w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x48.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x124.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x165.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/7New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x106.png 660w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/a><\/p>\n<p>Lookup: Select the record from the list of records to select the new lookup value.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22825\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1435\" height=\"378\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1435w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x79.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x202.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x270.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/8New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x174.png 660w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Create new record:<\/strong> Click on \u2018New\u2019 button to add a new row in a table. Enter data for all the required fields. Once you are done with making changes in the excel sheet click on <strong>publish<\/strong> to save the changes in the Dynamics 365 CRM.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22824\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1236\" height=\"629\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1236w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x153.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x391.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x521.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/9New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x336.png 660w\" sizes=\"(max-width: 1236px) 100vw, 1236px\" \/><\/a><\/p>\n<p>Upon successful publish you will get the \u2018Publish Successful\u2019 message.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22823\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1387\" height=\"336\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1387w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x73.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x186.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x248.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/10New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x160.png 660w\" sizes=\"(max-width: 1387px) 100vw, 1387px\" \/><\/a><\/p>\n<p>You can verify the changes in the Dynamics 365 CRM. In our case new record get created in Dynamics 365 CRM.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22822\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1440\" height=\"352\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1440w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x73.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x188.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x250.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/11New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x161.png 660w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/a><\/p>\n<p>So, in this way you can go on creating and updating multiple records through excel sheet using Microsoft PowerApps Office Add-in.<\/p>\n<p><strong>How it works with Read-only field?<\/strong><\/p>\n<p style=\"text-align: justify;\">The downloaded excel sheet shows all the fields of the entity. But we can only update the data of editable field and not the read-only field. For example, in the Lead entity, the Status field is the read-only field. If we try to change the status to Qualify\/Disqualify it throws the error as the Status field is read-only.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-22821\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png\" alt=\"New way for creating and updating records in Dynamics 365 CRM\" width=\"1373\" height=\"537\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM.png 1373w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-300x117.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-768x300.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-1024x401.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/02\/12New-way-for-creating-and-updating-records-in-Dynamics-365-CRM-660x258.png 660w\" sizes=\"(max-width: 1373px) 100vw, 1373px\" \/><\/a><\/p>\n<p><strong>Does it maintain the Dynamics 365 CRM Security?<\/strong><\/p>\n<p style=\"text-align: justify;\">Yes, it does. If you, as an administrator downloads the lead entity excel sheet and shared it with a user who do not have access to read the others leads, then that user will only be able to see the leads that are owned by him\/her. We would not need to worry about the security as Dynamics CRM security applies while using this feature in Excel sheet.<\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>This new way of editing data directly in the Dynamics 365 CRM environment is very useful and quicker. We can go on making the changes in the excel sheet and publish all the data changes to Dynamics 365 CRM in a single click.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\"><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/mailchimp-dynamics-365-crm-integration-marketing-4-dynamics\" target=\"_blank\" rel=\"noopener\">Marketing4Dynamics<\/a> \u2013 Mailchimp and Dynamics 365 CRM integration to plan effective sales strategies, increase sales and improve ROI<\/div><\/div><\/h2>\n<ul>\n<li>Sync Audiences, Members and Tags from Mailchimp to CRM<\/li>\n<li>Sync CRM Marketing List (Contacts\/Leads) to Mailchimp<\/li>\n<li>Sync Campaigns and Member activities from Mailchimp to CRM<\/li>\n<li>Monitor and analyze Mailchimp campaign statistics through Dashboards in CRM<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/02\/new-way-for-creating-and-updating-records-in-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":22835,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[13,15,16,18,19],"tags":[2011,2114],"class_list":["post-22820","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customizations","category-development","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","tag-creating-and-updating-records-in-dynamics-365-crm","tag-top-2020"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/22820","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=22820"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/22820\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/22835"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=22820"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=22820"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=22820"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}