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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Bulk Edit Help
Microsoft Dynamics CRM (Archived)

Bulk Edit Help

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Posted on by brian.moudy 260

What are the best practices for bulk editing CRM data? We have 900ish Contacts and we need to update them periodically with different data values. We have tried editing within the CRM site itself, but that's problematic because of the 50 (or 250) item per page limitation. We have tried Excel, but when you export a list available for re-importing you cannot filter the sheet.

Any suggestions or recommendations here?

Thank you.

-Brian

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  • Suggested answer
    Hosk Profile Picture
    Hosk on at

    The best way is probably excel

    Once the data is in excel you can sort and filter the data how you want.

    You could create a number of different views and bulk edit the data.

    You could also write a workflow with if statements and then running it against all 900 contacts.

    It depends on the nature of the update, is the change/edit the same for different groups of data

  • AFTAB HUSSAIN Profile Picture
    AFTAB HUSSAIN Microsoft Employee on at

    Hello Brian,

    Please refer to the link below.

    www.powerobjects.com/.../mass-editing-dynamics-crm-2011-records-using-microsoft-excel

    See if this helps.

    Thank You !

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