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Customer experience | Sales, Customer Insights,...
Suggested answer

Drag to select Multiple records

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Posted on by 468

Hi,

There was an upgrade to Dynamics about a month ago and we have noticed since then that the option to select the top record in a view (leads opportunities or contacts) then dragging down to select multiple records in the view appears to have gone?

Is anyone aware if this is expected behaviour or is it a bug?

It was a very handy function to select multiple though not all leads in a view. Now, we have to click each individually to select them.

Thanks

Ted

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Drag to select Multiple records

    Hi Ted,

    Thanks for your sharing!

  • TedW Profile Picture
    TedW 468 on at
    RE: Drag to select Multiple records

    Hi,

    Just off a call with Microsoft about this issue.

    The fix is to select the top record, then hold down the Shift key and drag and then select the bottom record.

    Thanks

    Ted

  • Nya Profile Picture
    Nya 29,058 on at
    RE: Drag to select Multiple records

    Hi Ted,

    Would you please attach a screenshot of your view?

  • TedW Profile Picture
    TedW 468 on at
    RE: Drag to select Multiple records

    Hi Nya,

    Looks like I have a later version, so not sure why its not working;

    0451.Untitled.jpg

    Thanks

    Ted

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Drag to select Multiple records

    Hi,

    The feature is now available.

    Please check if there is an update for the version you're using.

    Here is my version.

    pastedimage1637746534514v1.png

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