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Hi Community,
I imported some Opportunity records last week. Few records are to be associated with BPF 1, and the rest are to be associated with BPF 2.
Those records are to be updated with BPF stages which I have in an Excel file.
The Business Process Flows are custom ones and are created in my environment.
Can anyone suggest to me how to update the existing records with appropriate BPF stages in CE.
Hi Andrew, I tried using the XRM toolbox, but it is updating the records which are present in the System views.
And also, it only updates records that belong to one particular stage at a time. I have around 1000 records that are associated with two custom BPFs and are in different stages. Creating system views for every particular stage in order to update their stages is what I am worried about.
Any other way to solve this..?
Hello,
You should check XrmToolbox and this plugin - www.xrmtoolbox.com/.../
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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