Crm 4 0 updating property during create

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Before getting into the details, this method works best if: To demonstrate, we’ll create a tool to update the address on accounts from a spreadsheet below containing new address information. Add fields for each column of the spreadsheet with a look-up to the entity you are updating.

But what if you have a list of records that are not exported from CRM, and you want them to update CRM data?In this case, I’m setting the account lookup on the Account Update entity to use the Account Number as the key.Expanding your solution Once you have built your basic solution, you can include more complex logic depending on your specific challenges.You will import your spreadsheet into the custom entity and then use a workflow to automatically apply your updates to the correct records.Once the tool is built, you can reuse it to quickly update your data.

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