Blog - Console Application

Creating a Console Application in C# to Merge Contacts in CRM and Export a CSV of the Merged Records

Mon, 09 Oct 2023 08:50:00 GMT

In this detailed guide, we will create a C# console application to connect to a Dynamics 365 CRM instance, identify duplicate contact records based on specific criteria, merge them into a single record, and export the merged records to a CSV file. We will also log any errors that occur during this process.

Retrieve Data from Excel File Using C#

Fri, 15 Sep 2023 19:20:00 GMT

We can retrieve the data from the Excel file using two ways:

1. OLeDb Connection

2. Interop Library

Here we are going to use Interop Library.

We have a list of contacts in an Excel file named (Contacts.xlsx) with their Record ID, the scenario here is to retrieve the ID from Excel then use the ID to fetch the record from CRM and update the Contacts field “AE Assigned” to yes.