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How to copy the child records to another record using the Microsoft Dynamics CRM 365 RRS feed

  • Question

  • How to copy the child records to another record using the Microsoft Dynamics CRM 365?
    Monday, September 10, 2018 8:17 AM

All replies

  • Hi , 

    as a suggestion there is two options : 

    1) using Data import Export Functionality 

    if you need to copy under the same parent then keep the parent  lookup column in the excel the same  .if not you can change itr to be underneath anther parent . 

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/import-export-data 

    2 ) if its a complex data manipulation you can use external console application to do it , below is some guidelines to follow the basic guidelines : 

    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/mt595798(v=crm.8)

    Thanks , 

    Ahmed Safarini 

     

    Monday, November 19, 2018 12:53 PM