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Customer Service forum

Update Account Status Reason in Bulk

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I have accidentally imported a lot of Accounts with the wrong Status Reason default.  Is there a way I can bulk update that?  The bulk update function does not include Status Reason.  Is there a re-import function available in Dynamics 365?  I see the Dynamic spreadsheet but that seems to refresh only from database, not back again.  

  • Verified answer
    LuHao Profile Picture
    40,888 on at
    RE: Update Account Status Reason in Bulk

    Hi Anlai888,

    Status Reason is a field of an object type. It stores not a single value, but all the information about the Status Reason object. 

    It is a collection of different field values. So you can't modify it directly.

    Bulk updates only support changes to regular field types.

    In the Status Reason object, there is a field used to distinguish the state of the entity. That is the statecode which Display Name is Status.

    8.JPG    6114.6.JPG

    So you could only change the Status field and the corresponding Status Reason will change with Status. The Status field supports batch modification.

    Dynamics 365 has OOB batch update feature, or you could use EXPORT TO EXCEL > Open in Excel Online, then modify the value of Status in Excel online  and save it.

    7.JPG    8.JPG

    Status Reason will be updated accordingly.

    Hope this helps.

    Best Regards,

    Lu Hao

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