Wednesday, 4 April 2018

BULK EDIT OF DYNAMICS 365 RECORDS ON EXCEL ONLINE


Hello


If there is any requirement to bulk edit of the CRM Records then we can achieve this functionality within Dynamics 365 without any external tools..

Suppose you have a requirement to bulk edit of  "Accounts" on Dynamics 365..

Navigate to Dynamics 365 Sales > Accounts >
View > Active Accounts

Select all Accounts and click on "..." then click on the "Export to Excel", you will get some options, select the "Open in Excel Online"



Once all the records are inside Excel Online.. update the changes on the records and the click on the "Save changes to Dynamics 365" Icon..



Once you have updated the records then all the changes will be effected inside Dynamics 365.



Then navigate to Dynamics 365 > Sales > Accounts >



Here you go.. the changes effective on the Dynamics 365 Accounts Records..

This feature is very much handy when any crm users needs to update records without export of the records and update them and then  reimport back into Dynamics 365.

I hope this helps..


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