Bulk Edit Contents of Grid

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Posted on by Aparna1

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Hi Experts,

I have a custom subgrid on the opportunity form to add products. However, there are few products are retired and have been replaced by the new products. There are around 300 open opportunities which have old products on the product subgrid.

Now, I need to update the opportunities will old products. I am able to get the list of opportunities using advanced find but unfortunately I am not able to add product details in the list.

Is there any feasible way to bulk edit the opportunities instead of updating them manually? I would like to edit the following detail.

0574.Edit-Grid.PNG

Thanks in Advance.

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cloflyMao 25,210 on at

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Hi Partner,

There is an OOB way to achieve editable grids.

Could you share me your CRM version and why you can't bulk edit contents?

In addition, now that your products have been associated with a specific opportunity,

you could export the view and bulk edit description column in excel, then import the edited excel data into CRM directly.

To see all views of product entity, you could paste below link in your browser:

https://org.crm.dynamics.com/main.aspx?etn=opportunityproduct&pagetype=entitylist

Regards,

Clofly

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chikhaleankush 547 on at

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As mentioned in one of the answer if you have editable grid then manually yes but it will be inefficient reason been you have to go to particular Opportunity entity and then edit it.

If you want to use small code, I would suggest create a quick console application in c#.

create console application using c#

connect to CRM

query the database i.e using query expression or fetchxml as you already have fetchxml

this will give you all the 300 or so opportunity record which have old products.

Now iterate each one of them just like for loop

for each record you will have for ex 7 Product record

you will have some criteria where in only 5 or 6 or complete 7 product needs to be updated.

update them. and same goes for all other records.

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Aparna1 222 on at

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Hi Clofly,

Thanks for the help. Yes we now have a OOB way to achieve editable grid but in my system I believe it was created before this feature.

I am on CRM online version.

I am not able to export the products related to an opportunity in excel because when I am trying to add columns from (Opportunity products), I do not see this as an option.

However, when I am trying to filter my opportunities according to the products, I am able to add "Description" as a filter criteria.

Thanks

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Aparna1 222 on at

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Hi chikhaleankush,

That sounds great. I am on CRM online version and I have never developed a console application. Could you please also help me to get the sample console applications similar to my requirement?

Thanks

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cloflyMao 25,210 on at

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Hi Aparna,

Opportunity product sub grid in Opportunity is actually a view instead of a field belongs to Opportunity.

You could instead let opportunity product as source entity and add its opportunity field (lookup field) as column.

Then you shall see each opportunity product's related opportunity and then export.

In addition, I found I couldn't edit grid in web client after I enabled editable grid in controls tab,

but when I entered UCI, grid cells are editable, and my browser is chrome. You could have try it.

Regards,

Clofly

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Aparna1 222 on at

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Hi Clofly,

Thanks for the help. I also tried to create a view out of opportunity products and added related opportunity to the view. I was able to find the list.

I will try to update the products using this approach.

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