Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Bulk update unsaved opportunities

(0) ShareShare
ReportReport
Posted on by 412

Hi all! 

We fixed an issue with a business rule however, to update the Est. Revenue on the opportunity one would need to open the record and save for it to update. Is there a way to avoid opening record by record, for the values to update?

Thanks in advance! 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Bulk update unsaved opportunities

    Hello,

    The easiest way from my perspective is to use Export/Re-Import feature - crmkrm.blogspot.com/.../data-management-part-2-export-for-re.html

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,735 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,466 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans