Use Upsert to insert or update a record

You can reduce the complexity involved with data integration scenarios by using the UpsertRequest message. When loading data into Microsoft Dynamics CRM from an external system, for example in a bulk data integration scenario, you may not know if a record already exists in CRM. In such cases you will not know if you should call an UpdateRequest or a CreateRequestoperation. This results in your querying for the record first to determine if it exists before performing the appropriate operation. You can now reduce this complexity and load data into CRM much more efficiently using the new UpsertRequest (Update or Insert) message. This topic discusses how to use UpsertRequest and the process that unfolds when an UpsertRequest is received.

For Microsoft Dynamics CRM Online organizations, this feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1. This feature is not available for Dynamics CRM (on-premises).

**This topic is pre-release documentation and is subject to change in future releases.

One thought on “Use Upsert to insert or update a record

  1. zsoltzombik May 27, 2015 / 3:35 pm

    Thanks Joshi for this article.
    Please consider that there is no Upsert plugin message for CRM Upsert request, it will either be Create or Update message depending on which action is going to be taken.


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