Bulk Update in CRM 2016 Online

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Posted on by Hemant Kumar Sahu

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Hi Expert,

I have an entity that is having around 35000 reords I want to update Name field value same for all.

I am looking for a out of box approach.

Could you please suggest.

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Wouter Madou 3,392 on at

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RE: Bulk Update in CRM 2016 Online

In crm online if you do not have something like Scribe I would create an update workflow and trigger that workflow against your view with a wait time.

Use a bulk workflow executer for that.
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PS 23,577 on at

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RE: Bulk Update in CRM 2016 Online

Hi Hemant,

There are multiple ways of doing it:

1. Assuming you are using CRM on-prem, use the link provided by Hari to increase export limit and then update name field

2. Assuming you are using CRM online, you will have to use PowerBI or other smilar tools to export all records and update. check this thread community.dynamics.com/.../188236

3. Assuming, this update is not to take place immediately, then you can create a business rule on the form...having condition... if name does not equal to "whatever name you want to give" and then action, update name to "whatever name you want to give" . This will work whenever a user opens a form, name will be updated automatically.
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Hari Narayanan 589 on at

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RE: Bulk Update in CRM 2016 Online

You can export the records update and import, but with the record count limitations of course.

below link will give ideas about the same.

iancrm.wordpress.com/.../microsoft-dynamics-crm-and-bulk-editing-records