Hi,
i would like to import some data from excel-files into a new Dynamice365 CRM-test-instance.
In this case, i have two Excel-import-files: one with company-data and one with contact-data.
I can import each file of it without any trouble. But there is one small problem:
The company-data needs already existing (imported) contact-data to fill out one field (it's called "primary contact" in my case) and the contact-data needs already existing (imported) company-data (it's called "subordinate customer" in my case).
So, i did it like this:
1) Import company-data (without "primary contact"-field)
2) Import contact-data (all fields)
-> Now only the "primary contact"-field in my company-data is missing. So in step 3 i would like to import only this missing field into my existing company-data.
But actually, i don't know how.
Is there a nice way to do this?
Greetings,
florenz