Hi,
I'll outline the steps below and why I'm doing them but basically I want to identify account 'collisions' between a CRM4 and a CRM2011 instance. Export those collisions, update them outside of CRM and reimport them. I then want to be able to import the updated collisions into seperate environments (i.e. Dev, Test, Stage & Live).
1) Created a SQL Query to identify account collisions (based on name, address, owner etc etc). Quite complex because the data is not clean in either environment.
2) Created a custom account view in CRM and manually added all the accounts from 1) above to it. Reason being I could not duplicate the SQL query within CRM due to its complexity and I want CRM to handle the export/import and updating for me. This was a nightmare manual process but I felt necessary in order to allow CRM to handle the export/imports.
3) Export the custom view, update fields with data from SQL query and re-import (this works when going back into the environment from which the view was exported)
4) Trying to import the updated accounts into a DIFFERENT envionment fails in that it dosent update existing accounts but ignores them and duplicates the accounts.
So these are my questions:
- Is there an easier way to generate 1) and 2) from above ?
- Is there a way to move my custom view ONLY between environments (within CRM2011) so I can achieve step 4 above ?
- Are there any more efficient ways to achieve the above ?
Thanks
Bobo999