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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mass change from one a...
Microsoft Dynamics CRM (Archived)

Mass change from one account to another account

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Posted on by sandeepc 5,005

Suppose i have 10 opportunities and i need to mass change to different account how is that possible. 

we were doing it manually but now we need to do it bulk 

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  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    Great solution @alex thank you

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    Actually we have 2 forms in case . 1 is base form and we have another form. so when changing to multiple records for base form it is working fine but for after loading the another form it is not showing

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Mass change from one account to another account

    Hi,

     that's a different question really:) You mean that there are two different forms, right? So you have some javascript that loads a particular form depending on the case type..

     Bulk edit is using the form which is the first form in the form order, so I don't think it's going to work:

    www.itaintboring.com/.../dynamics-365-tip-beware-of-the-form-order-in-365

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    @Alex  

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    What if we have situation like this

    How to change when there are 2 pages in case form

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    We are looking for cases . in cases there is 2 different pages it loads when case type changes

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Mass change from one account to another account

    Hi,

     not sure if you are talking about opportunities and accounts or about something else? What does it have to do with case types? Could you clarify that last question?

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    i ahve one question it is working for individual case. but we have added some code as we select case type and activity type page loads and changes then this is not working

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Mass change from one account to another account

    With the bulk edit, I think this should clarify it:

    http://ledgeviewpartners.com/blog/dynamics-crm-bulk-edit-tool/

    (not that there is anything wrong with the workflow approach.. depends on what you need)

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Mass change from one account to another account

    understood

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