How to Bulk Edit in Microsoft Dynamics 365/CRM

Do you 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.

This simple guide will walk you through how to use the Bulk Edit tool in Microsoft Dynamics 365/CRM to make your workflow more efficient.

1. Go to the list/view for the records you need to update

2. Select the records you need to update and click Edit on the command bar

3. A new screen will display where you can make the bulk changes:

4. Enter the data you need to update for the accounts and click change

5. The records are now updated with the new data entered

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