Searching and multiple customers at once

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Hello, I am looking for a solution that will allow me to search for multiple opportunities at once with a list of customer names in order to assign them to a specific person. Currently doing it one-by-one is too time consuming and I am would be very grateful if someone here could give me some advice.

Thank you!

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Thomas David Dayman 11,323 on at

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Hi,

You could search for the Opportunities in an advanced find and then highlight all the records and edit them and change the owner.

community.dynamics.com/.../editing-multiple-activities-in-advanced-find-results-grid

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Community Member on at

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Hi, thank you for your answer. Excuse my ignorance but i cant quite find the answer in your link how i can search for multiple opportunities by name in advanced find?

for example i have a list of names of properties in a spreadsheet that looks like this:

NATTVARDSBARNEN * 5

VÄRJAN * 1

FASANEN * 13

KLABBEN * 1

OLJAN * 29

TIMMERMANNEN * 30

Can i paste this list somewhere in advanced search to find these opportunities all at once?

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Thomas David Dayman 11,323 on at

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You cant paste a list into advanced find, you will have to build the query yourself.

It would look something like this:

I have no idea if you are searching by the name of the opportunity or some other value.

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Hi Thomas, thank you for taking the time, i really appreciate it. Yes i am searching for the name of the opportunity.

The problem with this solution is that i have a list of around a thousand names i need to input which would take the same amount of time as assigning them one-by-one.

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Thomas David Dayman 11,323 on at

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Ah I see,

You will have to export opportunities to excel and update the values. Then import the list back into CRM.

www.loganconsulting.com/.../Using-Excel-Online-How-to-Easily-Change-and-Update-CRM-Records

If you have any technical skills you can use SQL, SSIS & KingswaySoft to bulk update records. www.kingswaysoft.com/.../download

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