Dynamics Community Forum Thread Details

Bulk Copy data from one field to another field in same Entity/Table

Is there a way to bulk copy/move data that is in one field into another field of the same table?

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Hi Webweaver,

There are a lot of options available for such an action, but not directly from the UI:

Here is an example from one of our partners that uses an on demand workflow and XRM tooling:

How to Bulk Update CRM Records Using the Bulk Workflow Execution Tool | PowerObjects

Here is another couple using Power Automate:

How to use Power Automate to Update 1:N Relationship in Dynamics 365 Customer Engagement | Stoneridge Software

If you have an on-premise environment or you do not have a Power Automate subscription, you can use SSIS with Kingways Soft connector (paid), this will make your life easier to perform operations in Dynamics 365.

SSIS Integration Toolkit for Microsoft Dynamics 365 (kingswaysoft.com)

For writing a .Net Utility, you can look for Web API samples:

Web API Samples (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

If you are not comfortable with these options you might want to get a developer or power platform expert to work with you on this.

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