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I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

Posted on by Microsoft Employee

The fields are of data type currency and they are not read-only when showing on an ordinary form. Why is it not possible to bulk edit them?

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    The Bulk Edit option seems by design and its been this way since the older versions. The options you have is through Excel update. Other then that you can try Bulk Data Update tool in XRM Toolbox.

    www.xrmtoolbox.com/.../Cinteros.XrmToolBox.BulkDataUpdater

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    So are there no way possible to bulk-edit currency Fields?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    Thanks for the suggestion. I know this option, but i's too complicated for most users. They only want to edit a bulk instead of edit each record

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    The Fields are of type Currency

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    Generally, when we have onchange script for any attribute - that field Cannot be edited in bulk edit mode.

    Currency fields are also special platform fields, they have additional base fields to store additional values & process exchange rates.. this may be the reason probably.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    Hi partner,

    I recommend you to try "Excel Online".

    You can make any changes as needed to the data using Excel Online, just make sure that the View you use includes the columns you need to edit.

    Go to the view of the entity and select “Export to Excel” , then “Open in Excel Online”:

    community28.png

    community28.png

    After making the edits, you can “Save your Changes to Dynamics 365”. 

    Hope it helps.

    Best Regards

    Leo

  • Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: I want to bulk edit some fields that are editable when edit only one record. But when I am using bulk edit then some of the fields are locked (not possible to edit).

    Hi,

    Can you mention which fields are you trying to edit in bulk?

    Simply put, you can keep field unlocked which you want to edit and they should be editable in bulk. But I'll need to know specific types of fields that you are trying to edit.

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