Skip to main content

Notifications

Dynamics CRM Bulk Edit Tool

Community Member Profile Picture Community Member Microsoft Employee

CRM Tips and TicksNeed 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

Bulk Edit 1

  • 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

Bulk Edit 2

  • The records are now updated with the new data entered

Bulk Edit 3

The post Dynamics CRM Bulk Edit Tool appeared first on Ledgeview Partners.

Comments

*This post is locked for comments