Update Records with the Import Wizard

Sunday, September 11, 2016

I recently noticed that in version 2016, the option to export records for update (available in version 2015 as seen below) has vanished from the Export To Excel dialog. When checked, this option allows you to update the exported data and later on use the Import Wizard tool to update existing records. Consulting Faridun Kadir, a fellow MVP, I learned that exporting MSCRM records to a static worksheet exports records GUID (record unique identifier) by default as a hidden column. This GUID is later used by the Import Wizard mechanism to determine if the imported record...
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