Thursday, September 25, 2014

MSCRM 2013: Bulk Edit More Than 250 Records

Scenario:
I recently added a new field to the Account entity in CRM.   The field, "Client Since", is the year the Account became a client.  Since I just started my business this year, this field can be set to "2014" for all of my existing 3,000 Accounts. Fortunately, I can use the Bulk Edit feature accomplish this.<yay!>

Problem: You can only Bulk Edit the records on the current page of a View, which is a maximum of 250 records.  To update 3000 records, I'll have to do 12 bulk edits.  <Sigh.>

Solution:  Use the Outlook Client!  CRM for Outlook does not have a limit on the number of records per page.  Here's how to update your records in the outlook Client:

Step 1- Select the View with the records you wish to update

Step 2- Pin the View: Right Click the View and select "Pin this Tab"

Step 3- Hit CTL-A to select all the records in the View

Step 4- Click Edit from the Command Ribbon

Step 5- Enter the value for the field you wish to update, click OK

Phew!
n'joy!

1 comment:

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