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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to bulk edit the S...
Customer experience | Sales, Customer Insights,...
Answered

How to bulk edit the Senders Account field in Email entity

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Posted on by invintern 80

My understanding of bulk edit is:

Advanced Find -> Select all records that I want to edit -> make specific changes.

However, in the email entity I get a different 'form' (?) for my bulk edit, and am not able to edit the fields I want to edit.

Essentially, I want to set up a lookup to the corresponding Accounts so that the data is filled out entirely. I imagined it to be as simple as select the fields to edit, BUT in Advanced Find Edit "change multiple records" I do not have an entry for Senders Account.

 pastedimage1644874943410v1.png

Also, when I Import from Excel I do not see the corresponding field in D365 to map to....

pastedimage1644875090538v3.png

...there are not Dynamics 365 Entity Fields to match it.

How may I add in these Senders Accounts, to complete my database?

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi invintern,

    It seems that 'sender' and 'senders account' fields can't be added to the email form, so you can't edit them in the 'Change multiple records' page.

    They should be populated automatically based on 'From' field value.

    And i try to use editable Grid control for email, these two fields can't be editable in the grid.

    pastedimage1644914771671v2.png

  • invintern Profile Picture
    invintern 80 on at

    Leah,

    Ok. In any case, since our database is 'complete' now, I expect these fields to autopopulate correctly moving forward. I just wish there was a way I could clean up my old data. Oh, well.

    Thank you, yet again.

    -Ryan

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