Tuesday, July 2, 2013

MSCRM: Bulk Editing

Are you changing the same information in multiple records? Save some time making those changes to many records at once by using bulk edit. Whether editing 3 records or 250, bulk edit is a great feature to use to save time.

To edit more than one record at a time, select multiple records from any entity list at once by using the check box located on the left side of each record or hold down the “Shift” key to select multiple records at once. If you’d like to select all of the records on the page, place a check in the checkbox on the top leftmost corner of the records display. Each record selected will be highlighted.

Then click the Edit button - located on the ribbon at the top of the page.

This will open the Edit Multiple Records window. At this point there are multiple fields from the entity that you can make edits to. Bulk editing has endless limits and can save you much time in the long run.

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