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Microsoft Dynamics CRM (Archived)

Is there a way to bulk update notes in CRM?

Posted on 27 Feb 2018 13:42:22 by

When I click the Edit tool on a view it doesn't let me update Notes.  It says "Notes functionality is disabled when editting multiple records"

Is there a way to turn this on or is it by design?  If we can't bulk edit can we import notes?

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on 27 Feb 2018 at 16:23:40
    RE: Is there a way to bulk update notes in CRM?

    You can go to Advanced Find, choose "notes", get the results, export to excel.

    Then update all those notes in the spreadsheet.

    Then go to settings->Data Management->Imports, and use "Import Data" option.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on 27 Feb 2018 at 13:47:52
    RE: Is there a way to bulk update notes in CRM?

    Hi,

    This is by design.

    You can try to retrieve and update the notes via the SDK as this supports the Update request: msdn.microsoft.com/.../gg328535.aspx

    Hope this helps!

    Radu

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on 27 Feb 2018 at 13:46:17
    RE: Is there a way to bulk update notes in CRM?

    Hi,

    I don't think it is possible, however you can create a custom field to manage your note as an alternate solution.

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