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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to save the "...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to save the "unsaved changes" records in bulk

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Posted on by PS10 8

Hi, 

I created field mapping from Lead -> Contact. As expected the existing Lead records(Inactive since qualified) have this new field value as "blank" and also will be blank on existing contacts, I did bulk update to set the the field value on Contacts, however, all these existing contact records are showing "Unsaved Changes". 

So the question is, is there a way to bulk update these unsaved changes records to save. 

Thanks,

PS

  • fran2105 Profile Picture
    fran2105 412 on at
    RE: How to save the "unsaved changes" records in bulk

    Hi. I am having a similar problem. We changed some logic on a business rule (scope is on Entity level), however now we have unsaved opportunities. When we open the records, the Est. Revenue (part of the logic change on the business rule) is updated as anticipated. However, when looking at the values on a view, the Est. Revenue is not updated. One would need to open record by record and save in order to get the correct value. Is there a way to bulk update these unsaved changes without opening one record at a time? (there are over 5k records)

  • meelamri Profile Picture
    meelamri 13,206 User Group Leader on at
    RE: How to save the "unsaved changes" records in bulk

    Hi,

    Can you please share some screenshots ? Do you know  exactly what changes do you need to save ?

  • PS10 Profile Picture
    PS10 8 on at
    RE: How to save the "unsaved changes" records in bulk

    Hi Mehdi,

    Thanks for your reply, I understand Business rule is doing something to make these records show unsaved changes and that the logic is executed server side, but sorry it is still not clear to me as what actions/steps i can take to bulk update these "unsaved changes" records in one go. Do i need to change anything about these business rules or there is another way to achieve this?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,206 User Group Leader on at
    RE: How to save the "unsaved changes" records in bulk

    When you have a Business rule with Entity Scope, The logic are executed also in the server-side. So all the changes are saved in the back-end.

  • PS10 Profile Picture
    PS10 8 on at
    RE: How to save the "unsaved changes" records in bulk

    Hi Mehdi,

    We are using Business rule to display and hide fields and make them mandatory but not to set values.

    And lets assume yes the Business rule is setting the value, how can this be rectified.

    Thanks,

    Purvita

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,206 User Group Leader on at
    RE: How to save the "unsaved changes" records in bulk

    Hi,

    Please check if you set some values with Business Rules or Javascript.

    The bulk update is not the problem's source.

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