Change a field value massively for all entity records

(0) Share

Report

Posted on by Joel D

355

Hi,

I have hundreds of records of entity A, and I would like to change the value of a field inside them.

The value must be the same for all records, i.e., I need to change this field value to the new value for all records.

Can I simply do it from CRM configuration, and how?

May it have any impacts (for example, considering that Entity A has several lookups)?

Which is the standard way to do it?)

All responses (4)

Answers (1)

Community Member on at

Like (0)

Report

RE: Change a field value massively for all entity records

I am trying to set a custom two-options field to "Yes" to trigger a plugin that I wrote. Looking through some searches and documentation, it seems like this should be possible using a Workflow, however I'm not quite getting it to work as I thought it would. I want to be able to just run the Workflow once, and have all of the records have that one field update. x8spedersapk.id/.../

Currently: I added an "Update Record" step set to the primary entity that has the field to change. Clicked on "Set Properties" Selected "Yes" for the desired field. Chose the "Add" button when the entity and field dropdowns auto populated. Lastly selected the "Default Value: Yes" radio option and hit ok.

"{FieldName(EntityName);Yes}" was then generated and put on the form, I saved and activated the Workflow, however nothing seems to have happened.

I feel like I am either not understanding how the Workflow is supposed to work or I am missing a step, so any advice would be greatly appreciated.

Thanks!
Verified answer

Community Member on at

Like (1)

Report

RE: Change a field value massively for all entity records

Hi Joel,

1.The simplest way to bulk update fields is the capabilities of Bulk Edit(selecting records and clicking 'Edit' button to open dialog to update multiple records).

Bulk Edit of Records in Dynamics 365 - Carl de Souza

But the number of records returned by default is 50 in the view, you can go to Personalization Settings to select '250' option.

2.Another way is to export to Excel and re-import, but this could be tedious.

Updating Dynamics 365 Records using Export and Import with Excel - Carl de Souza

3.Also, you can create an on-demand workflow to bulk update records, then use Bulk Workflow Execution to run an on-demand for a view in the XrmToolBox.

No more being limited to mass updating only 250 records at once in Dynamics 365

How to Bulk Update CRM Records Using the Bulk Workflow Execution Tool | PowerObjects
Suggested answer

Hicham GRC 200 on at

Like (1)

Report

RE: Change a field value massively for all entity records

Hi,

If you have many records, you can achieve this by creating a flow that you'll trigger manually.

Here https://community.dynamics.com/crm/b/mscrmcustomization/posts/ms-flow-to-update-records-in-d365-crm is a post that explains the steps to follow using Power automate.

Hicham
Ram Prakash 2,287 on at

Like (1)

Report

RE: Change a field value massively for all entity records

Hello Joel D,

Open CRM System --> Click Advance Find --> Put a Condition as FIELD NAME Not Equal to NEW VALUE --> Click Results --> Select All then Click EDIT at the Top then Input New Value and Click OK

That's it :)

Please mark as Answer if it is helpful and provide Kudos

Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

Blog : microsoftcrmtechie.blogspot.com