Updating data in fields

Hi,

I have several thousand records in MS CRM (leads and accounts), which
contain fields like annual turnover, number of employees etc. In 12
months time the information in such fields will be out of date and I
need to be able to up date these fields from an external source so
that we can continually target our marketing activity based on fields
like turnover, number of employees etc.

Can anyone tell me how I update individual fields for a record using
data from an external source?

Best regards
Lee

Stephen
Tue Sep 14 02:41:07 CDT 2004

Hi Lee,

Scribe Insight will do this. It has a DBLOOKUP function so that you can
search for existing records and perform an update.


Stephen

"Lee" <l.hargrave@btinternet.com> wrote in message
news:394322d8.0409132207.6f56cc6a@posting.google.com...
> Hi,
>
> I have several thousand records in MS CRM (leads and accounts), which
> contain fields like annual turnover, number of employees etc. In 12
> months time the information in such fields will be out of date and I
> need to be able to up date these fields from an external source so
> that we can continually target our marketing activity based on fields
> like turnover, number of employees etc.
>
> Can anyone tell me how I update individual fields for a record using
> data from an external source?
>
> Best regards
> Lee

Matt
Tue Sep 14 10:12:05 CDT 2004

Besides Scribe, you may also consider a few other approaches:

- Write SDK calls to update the values for each Account
- Update the database table directly with SQL. This isn't supported, but in
this case will probably not cause any problems.

The SDK approach is the "supported" method to do this. Assuming you can easily
map the external data to the appropriate AccountId values, the code to do this
would be pretty straight forward. Just a matter of going through each Account,
building the update XML for the fields you want toupdate, and then sending it to
the CRMAccount.update method.

Matt Parks
MVP - Microsoft CRM

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On 13 Sep 2004 23:07:13 -0700, l.hargrave@btinternet.com (Lee) wrote:

Hi,

I have several thousand records in MS CRM (leads and accounts), which
contain fields like annual turnover, number of employees etc. In 12
months time the information in such fields will be out of date and I
need to be able to up date these fields from an external source so
that we can continually target our marketing activity based on fields
like turnover, number of employees etc.

Can anyone tell me how I update individual fields for a record using
data from an external source?

Best regards
Lee