Updating CRM Data from Excel

In the beta version of MS CRM 4.0 it was possible to update CRM data from Excel: you could export data to Excel, change the data in the Excel file, save it as an CSV file and import it back into CRM through the 'Data Management' -> 'Import' option.
Sadly enough, with the official release of CRM 4.0, this useful feature of updating data from Excel was left out...

But apparently, this is not completely true. You just need to know how to 'enable' the feature.

So here we go:
- Export the data you like to update to Excel (go to the grid or create an advanced find, select the records you want, click 'Export to Excel' and choose static worksheet).
- In the Excel file, add a column to the left with the name of the entity as column name. In this column, add the Guids that correspond to the records.
- Update some values and save the excel as a CSV.
- In CRM, go to Settings -> Data Management -> Imports and create a new import record.
- Select the CSV you just saved, choose the delimiters and click 'Next'.
- Et voila! At the top of the screen, you will see the option 'Enrich data by updating records rather than creating new records'!
- Finish the rest of the wizard and check your results in CRM.

Happy CRMing!