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How to bulk update multiselect option values

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Posted on by Jag S

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Hi All,

During the initial setup of the multi-select option set, I didnt realise that assigning single digital values will have an issue with queries. When we specify condition contains Lung cancer, the advanced query also pickups up other conditions as the query uses the numeric value and not the label value. For example, if we say contains value 1, then 10 and 11 also appear as highlighted in yellow.

I now want to update the multi-select with new values without losing the data and wanted to know whats the best way to achieve this please.

Option	Current Value	New Value
Lung Cancer	1	2001
Asthma	2	2002
COPD (Chronic Obstructive Pulmonary Disease)	3	2003
Insomnia	4	2004
Chronic Bronchitis	5	2005
Narcolepsy	6	2006
Emphysema	7	2007
Obstructive Sleep Apnoea (OSA)	8	2008
Rhinitis	9	2009
Restless Leg Syndrome	10	2110
I do not have a respiratory condition or sleep problem	11	2111

Thanks

Jag

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LeoAlt 16,331 Moderator on at

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Hi partner,

If we changed the option values in field settings, all previous data of this field will disappear. So you could refer to the following ways.

1.If the data volume is not very large, you could bulk update the values with excel online.

You could create a new multiple option field with the new right values and put all the old and new multiple option field on the view.

And you just need to copy the value from old to new cause when we edit options in excel, we just need to enter the right label, not value.

Open the entity view and click "Export to Excel"->"Open in Excel Online".

And then we could edit the records like what we did in excel.

2.We still need to create a new multiple option field with right new values. And then we need to create a console app with C# to connect to D365 and make a upgrade with some conditions.

For example, get the old option first, and if old option label equals "Lung Cancer", then set the new option field value to 2001 and just do a loop.

Hope it helps.

Best Regards,

Leo

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CRMJetty 3,512 on at

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Dear Jagjit,

Greetings of the day!

In regards to your concerns,You should do this using Export to excel

->Open in Excel Online feature. For that you have to add your field in view & from entity list view, Go to Export to excel -> Open in Excel Online.

It will open entity records list in excel,from that you have to add/update value of field which you have to update for all records & then click on "SAVE CHANGES TO DYNAMICS" (For unified interface click on "SAVE"). It will update all change to dynamics. You will also create records by adding row of data in excel & then save that.

Also, we have found the link for your reference, which you help on your end.

Reference: https://www.marksgroup.net/blog/dynamics-365-use-excel-online-to-make-importing-or-editing-read-only-records-a-breeze/

I hope it helps! Kindly go through the link and feel free to let us know in case of any other concerns, we would be happy to assist you further for the same.

Kind Regards,

CRMjetty

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