Dynamics CRM Bulk Edit Tool
Need to update a set of records to a new State? Change the billing information for a set of records? Update Contact Preferences for a group of Contacts? Update the status on a group of Opportunities? Save clicks and entry time by using Bulk Edit. Bulk Edit is a tool to help you edit several records at once instead of having to spend the time and energy changing each record individually.
Here is how you do a bulk edit in Microsoft Dynamics CRM:
- Go to the list/view for the records you need to update
- Select the records you need to update and click Edit on the command bar
- Enter the data you need to update for the accounts and click change
- The records are now updated with the new data entered
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