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We often swap managers and administrators responsible for accounts. On our old version of CRM I could select multiple accounts to edit then change the administrator. I cant find how to do this in 365. If I select multiple records then edit it does not give me the full account details. Any idea how I can do this as to change each account is time consuming and tedious. Thanks and regards. Zoe
You can bulk edit most list in Excel by selecting Edit in Excel
(you must enable editing in excel and maybe need to enter your login credential one more time in Excel)
In Excel you can update the record you want and then select Publish (in the Add-in pane on the right.
FYI: In our backlog - I cannot tell when you will see it in the product - we do have an item for adding a capability to easily bulk update master data, like customer, contacts, etc..
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