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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to update many rec...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to update many records at once

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Posted on by benken10 66

Hi all

Is there a generic way to update many records at once? In this instance, I am concerned with Status field on the ProjTable table, but the question is generic really.

Business Central has the concept of a config package, where you can perform basic CRUD operations. Is there something similar in F&O?

I appreciate there are endless possibilities to use post requests, but at this stage I'm limited to tools immediately available in the application.

Thanks!  

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  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at

    Hi,

    You may use Data Migration tool or Excel update or copy from Excel to a grid.

    Do you need any other spesific usage?

  • benken10 Profile Picture
    benken10 66 on at

    Thanks Billur.

    There will be other usages, particularly around User setup (localisation, email senders, workflow delivery notifications etc). Can I do all of these things from "excel to grid"? Is there documentation around this?

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at

    Hi,

    Workflow is a different point of wiev.

    For Excel to grid you may review the link below.

    www.youtube.com/watch

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Moderator on at

    Many record types can be updated using the Open in Excel feature, as well as DMF.  I'm not aware of any document that describes a full list of either capability.  In the event you don't find either feature supports your requirements, Open in Excel templates and DMF data entities can be created or customized to support your needs in most cases.

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