Assigning multiple contacts to an account at once

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Posted on by Community Member Microsoft Employee

Hello everyone,

I have a few hundred contacts in Dynamics that I need to assign to one account. Is there a more efficient way of doing this than assigning each and every contact to the account one by one?

Thanks for the help.

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Alex Fun Wei Jie 33,626 on at

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RE: Assigning multiple contacts to an account at once

Hi,

You can export those contacts with account field as excel, after modfied the excel, you can import back to CRM.

www.powerobjects.com/.../importing-lookup-values-using-crm-2011-data-import-wizard
Dynamics365 Rocker 7,755 on at

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RE: Assigning multiple contacts to an account at once

You can ask this privilege from your admin for some time.
Community Member Microsoft Employee on at

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RE: Assigning multiple contacts to an account at once

Thanks for the suggestion. It appears that my organization's CRM administrator has not give me the permission to use this bulk edit tool, as it's not anywhere in my toolbar. Do you know of any alternatives?
Verified answer

Dynamics365 Rocker 7,755 on at

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RE: Assigning multiple contacts to an account at once

You can use bulk edit feature. You can take help from below link:

community.dynamics.com/.../how-to-bulk-edit-in-microsoft-dynamics-365-crm