Create Records in bulk without writing single line of code

Requirement

Create Records in bulk

Solution

MSCRM has provided Import data facility to achieve above need. Let’s take example of below scenario

We have State dump to store into MSCRM

As per State custom entity configuration in MSCRM instance we need to provide below data to system

State Code, State Name and Country

So to complete above requirement, we will take below easy approach

          Open Advance Find

          Select State entity

          Add required fields and remove unnecessary fields from Advance find Edit Column as per below

Click on Result then on Export States button from right most corner

It will download  excel file like below, Click on “Enable Editing” button and prepare below excel sheet with required data from state dump

When will try to paste data into this sheet it will ask confirmation for excel modification like below, Click on OK

Now excel with required data has been ready to import

To Import data navigate to Settingsà Data Management àImport

Click on Import Data button, it will open popup to get file

Browse to files location then click on Next

Specify allow duplication property and owner of all these imported records

Imported file gone thought from below status reasons

Submitted-Parsing-Transforming-Importing-Completed

that can be track and  also we can check imported files success record, failure record and errors from system

Refresh and check imported data into Advance find

Happy Learning 😊