Updating customer records

Updating customer records

You will import your spreadsheet into the custom entity and then use a workflow to automatically apply your updates to the correct records.Once the tool is built, you can reuse it to quickly update your data.Although this principle sounds straightforward, the law recognises that it may not be practical to double-check the accuracy of every item of personal data you receive.

The ability to channel external data into Microsoft Dynamics 365 records can significantly improve the efficiency of your sales, marketing, and service teams, and increase the quality of your data.You can now direct this data from various applications and external sources into Microsoft Dynamics 365 with the help of record creation and update rules.By using record creation and update rules in Microsoft Dynamics 365, you can automatically create or update system or custom records from incoming Dynamics 365 activities, such as emails, social activities, or custom activities, without writing any code.A record creation and update rule consists of rule items that define the conditions for creating or updating records, and also defines what actions or steps to take on the newly-created records.The rule also contains channel properties that are used to define conditions for rules, and also for setting properties of the record you’re creating or updating.

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