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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Edit Email Template Ti...
Customer experience | Sales, Customer Insights,...
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Edit Email Template Titles in Bulk

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Posted on by ABrandow 10

Is there a way to perform a find and replace in Bulk on Email Template titles? We have tried to use the LAT Workflow Utilities (replace) via Workflow on the email templates, but it's not working as it does with other records. (Meaning it says it was a successful workflow, but no edits are actually done to the title.) 

The same template is used YoY, but the title is updated to reflect the current year which is time consuming to do one template at a time. 

Appreciate any feedback!

Ashley

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  • Inogic Profile Picture
    Inogic 748 on at

    You can do this using XrmToolBox tool. I have below test email template records. Now we will update the titles of that records in the bulk using XrmToolBox tool (Bulk Data Updater).

     1XrmToolBox-tool.jpg

    You can refer below steps for the same.

    1. Open XrmToolBox tool and connect it to your environment. Navigate to below path and open tool library.

    2XrmToolBox-tool.jpg

     2. Install “Bulk Data Updater” tool.

     3XrmToolBox-tool.jpg

     3. Then click on “Edit Fetch XML”.

     4XrmToolBox-tool.jpg

     4. Enter the fetchXml for which records you need to update the titles.

     5XrmToolBox-tool.png

     5. Select the button as “Include all records returned” to update the all records or select “Include selected records only” to update only selected records.

     6XrmToolBox-tool.png

     6. Here select attribute and set the text for the same.

     7XrmToolBox-tool.jpg

    7. Then follow the below steps to update the title of email templates.

     8XrmToolBox-tool.jpg

    Hope this helps.

    Thanks!

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