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Session Id :
Microsoft Dynamics CRM (Archived)

Add a contact type to bulk records

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Posted on by 20

Hi

I would like to add a contact type to multiple records ? can I bulk update the contact type on customer records?

thank you

*This post is locked for comments

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Cant add contact types when editing using advanced find

    Hello,

    This is a similar thread [View:https://community.dynamics.com/crm/f/117/t/315529]

    This comment was posted by error

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Cant add contact types when editing using advanced find

    As I see your error message, This is not an advanced find and why are you filtering contact type.

  • AdamDavis Profile Picture
    AdamDavis 20 on at
    RE: Add a contact type to bulk records

    I think that has fixed it ! thank you for all your help today. Much appreciated

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Add a contact type to bulk records

    For testing purposes,

    1. Create a new system View for this entity without any filtering criteria in it

    2. In the form where you have this lookup, Choose the system view created in step 1

    3. Publish your modifications

    4. Try the bulk Edit

  • AdamDavis Profile Picture
    AdamDavis 20 on at
    RE: Cant add contact types when editing using advanced find

    0068815.Capture.PNG

  • AdamDavis Profile Picture
    AdamDavis 20 on at
    RE: Add a contact type to bulk records

    3443.contact-screenshot.png

  • AdamDavis Profile Picture
    AdamDavis 20 on at
    RE: Add a contact type to bulk records

    Ive re added it - thank you

  • AdamDavis Profile Picture
    AdamDavis 20 on at
    RE: Add a contact type to bulk records

    Ive added it again - thank you

  • AdamDavis Profile Picture
    AdamDavis 20 on at
    RE: Add a contact type to bulk records

    contact-screenshot.png

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Add a contact type to bulk records

    I don't know if it is an issue with my Laptop, but the screenshots are not displayed.

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