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Microsoft Dynamics CRM (Archived)

Mass Scheduling Service Activities

Posted on by Microsoft Employee

Hello All,

Does anyone know of a way to mass schedule a list of Service Activities all under one case with the same Service, Customer, and Regarding but differing Subjects, Resources, Start/End Time? I'm currently using a dialog to replicate the activities but then still have to edit the subsequent copies. 

I've thought of mass creating copies, exporting them to excel, updating all the necessary fields, then re-importing. Will that work?

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