web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to bulk edit in advanced view

(0) ShareShare
ReportReport
Posted on by 204

I am trying to update invoice names buy using the bulk edit function in advanced view this used to work fine before we recently upgrade to V9. 

Now it says it is unavailable? 

6874.invoice.png

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    I tried in my environment, it is not available for bulk edit too. I would suggest you to raise a ticket with Microsoft if you think this is not correct.

    You also can raise this idea to following link.

    experience.dynamics.com/ideas

    Besides that, you can use one of the tool in Xrmtoolbox "Bulk DAta Updater".

    https://www.xrmtoolbox.com/plugins/Cinteros.XrmToolBox.BulkDataUpdater/

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hello ,

    I have just checked in my on-premise 8.1 instance and  and online 9.1 version , seems this is product limitation or by design .

    You can do alternate way like  export and import data as a workaround solution.

  • r4vvm Profile Picture
    204 on at

    I definitely used to be able to do this in v8 so i don't think its functionality issue more of a security configuration that needs changing

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    I was using admin account. The admin account has the bulk edit privilege. I would suggest you to raise a ticket with Microsoft support, it seems they changed the rule.

  • Suggested answer
    r4vvm Profile Picture
    204 on at

    I managed to do it by saving the view and going to the entity then the view and clicking edit rather than through the advanced view window

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans