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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Bulk edit/update the o...
Microsoft Dynamics CRM (Archived)

Bulk edit/update the owner of a contact

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Posted on by Michael Thorne 150

Hi all,

As part of a data conversion process moving from v4 to v2011 contacts owned by staff members not in the new system (left company) need to be assigned to someone.  Someone was chosen to be the new owner but now regrets that decision.  We need to change the owner of 400+ records to a new single owner.  We can select the records with an advanced find and select edit, but the owner field is not active.  Is there any other way of making this change through CRM?

Thanks.

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  • Community Member Profile Picture
    Community Member on at
    RE: Bulk edit/update the owner of a contact

    Hi Gus, I have followed the way that you recommended.

    However, after imported the files, some fields updated, but some didn't ie "Owner" field remain no changes.

    You have any ideas or solutions?

    Thanks

  • Michael Thorne Profile Picture
    Michael Thorne 150 on at
    Re: Bulk edit/update the owner of a contact

    Hi Gus,

    Just what I needed.  The methodology suggested processed 331 of the 411 records!  The rest were rejected due to non-uniqueness in the contacts names.  The users will tidy the remaining 80 manually.  Thanks for you help.

  • Verified answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: Bulk edit/update the owner of a contact

    Michael,

    I detailed the steps on how to do this on an earlier post here:

    community.dynamics.com/.../120117.aspx

    Let me know if you need some extra help.

    Good Luck!

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