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Hi,
An entity has many records with a date field and I want to change that date field on ALL records in a user friendly way.
As these records may amount to more than 250, increasing the amount of shown records, select all then bulk edit will not work smoothly as you have to go to the second and/or third page edit them all.
Exporting all records to excel, updating and then importing is a last resort.
I'm thinking of creating a new entity with a date field and an onSave trigger that triggers a JavaScript web api. The js will get date from the newly created post, loop through all records in the target entity and inside the loop it will update each record.
Do you think this will work or do you have any other suggestions?
Thanks!
Kind regards
Viktor
Hi,
You can use
1.) Microsoft Flow
dynamicscrmpros.com/microsoft-flow-functionality-and-use-cases
2.) Console Application
3.) Bulk Workflow Execution Tool
www.powerobjects.com/.../how-to-bulk-update-crm-records-using-the-bulk-workflow-execution-tool
Hi,
I don't think creating a new entity with custom JavaScript code to update the records is a good idea. It is too much effort for this task. Why is excel export/import doesn't suits you? You can also go for Excel Online in that case you don't need to do any export or import, you can simply open in excel online, update the records and save it.
You can also try Bulk Data Update plugin in Xrm toolbox. Other option is to have an ondemand real time workflow which updates the value and then use the bulk workflow execution tool from Xrm toolbox to run it on all the desired records.
Hope this helps.
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